中信保诚新蓝筹混合
Search documents
吴昊2025年三季度表现,中信保诚盛世蓝筹混合基金季度涨幅20.28%
Sou Hu Cai Jing· 2025-10-26 21:39
Core Insights - Fund manager Wu Hao oversees a total of 16 funds, with the best-performing fund in the third quarter of 2025 being CITIC Prudential Shengshi Blue Chip Mixed Fund (550003), which achieved a net value increase of 20.28% [1][2] Fund Performance Summary - CITIC Prudential Fengyu - Annual Holding Period Mixed A: - Scale: 17.65 billion - Annualized Return: -0.30% - Q3 2025 Increase: -0.72% - Top Holding: Zheshang Bank (1.15% of net value) [2] - CITIC Prudential You Sheng Selected Mixed A: - Scale: 17.49 billion - Annualized Return: 8.02% - Q3 2025 Increase: 18.24% - Top Holding: Ningde Times (3.51% of net value) [2] - CITIC Prudential Shengshi Blue Chip Mixed Fund: - Scale: 0.88 billion - Annualized Return: 9.46% - Q3 2025 Increase: 20.28% - Top Holding: Zijin Mining (5.19% of net value) [2] Investment Strategy and Performance - Wu Hao's management of CITIC Prudential New Blue Chip Mixed Fund (006209) resulted in a cumulative return of 65.38% with an average annualized return of 7.29% [2] - The fund had 141 adjustments in heavy holdings, with a success rate of 65.25% and four instances of doubling returns with a multiplier of 2.84% [2] Notable Stock Adjustments - Guizhou Moutai: - Bought in Q2 2017, sold in Q3 2022 - Estimated return: 338.05% with a company profit growth of 131.61% [4][6] - Wuliangye: - Bought in Q2 2020, sold in Q1 2021 - Estimated return: 96.31% with a company profit growth of 17.15% [7] - Zijin Mining: - Bought in Q2 2024, sold in Q3 2024 - Estimated return: -71.31% despite a company profit growth of 51.76% [7]
中信保诚新蓝筹混合基金经理变动:增聘金山为基金经理
Sou Hu Cai Jing· 2025-10-10 01:39
Core Insights - CITIC Prudential New Blue Chip (006209) appointed Jin Shan as a new fund manager effective October 10, 2025, alongside Wu Hao [1] - As of October 9, 2025, the net value of CITIC Prudential New Blue Chip was 1.7176, reflecting a 0.53% increase from the previous day and a 1.68% increase over the past year [1] Fund Manager Profile - Jin Shan, a Chinese national with a master's degree, has prior experience as a researcher at GF Securities, a researcher at Fortune Fund Management, and an analyst at Morningstar (Shenzhen) Private Equity Fund [1] - He joined CITIC Prudential Fund Management in August 2022 as a researcher and became the fund manager for CITIC Prudential Longteng Selected Mixed Securities Investment Fund on February 10, 2025 [1] Fund Performance - Under Jin Shan's management, the CITIC Prudential Longteng Selected Mixed Fund has achieved a return of 18.23% since February 10, 2025 [1] - The fund's performance included a notable trade where it entered into China Ordnance Equipment Group Co., Ltd. at an average price of 112.99 in Q1 2025 and exited at an average price of 128.07 in Q2 2025, resulting in an estimated return of 13.35% [1]