中信保诚景气优选

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“零独管”突现!江峰失去“单人决策权”,中信保诚连发两则公告
Hua Xia Shi Bao· 2025-09-21 02:57
图片来源:万得 公告内容明确,上述两只产品均增聘新人,这也意味着江峰不再单独管理任何产品。至此,这位曾被贴 上"小微盘猎手"标签的基金经理,正式步入"无独管"状态。其名下仅有的三只基金,中信保诚多策略、 中信保诚安鑫回报债券和中信保诚景气优选,全部完成"1+N"共管架构。 此次调整并非简单的增聘基金经理,或将预示中信保诚基金旗下优秀基金经理江峰即将离职。为验证猜 测,9月19日,《华夏时报》记者向中信保诚基金去电咨询,但截至发稿尚未收到公司回复。 一名接近中信保诚基金的业内人士对《华夏时报》记者透露:"江峰离职的可能性极大。但江峰旗下产 品偏向小微盘风格,此次增聘的新任基金经理擅长量化,就算江峰后续离职,对产品的影响不会太大, 产品投资策略也将延续。" 江峰"零独管"落地 9月17日,中信保诚基金连发两则基金经理变更公告,旗下中信保诚安鑫回报债券和中信保诚景气优选 基金双双增聘基金经理。 其中,中信保诚安鑫回报债券新增基金经理王颖,与陈岚和江峰共同管理该基金。中信保诚景气优选则 增聘王颖与江峰共同管理。 至此,江峰再无独自管理的基金产品。目前,江峰共管理三只产品,截至上半年合计规模达57.82亿 元,较今年第 ...
“恐高症”消失了?基民狂追高收益基金,什么信号?
券商中国· 2025-07-28 03:48
Core Viewpoint - The active equity fund market has shown significant recovery in performance, with a notable increase in net asset values and a majority of funds achieving positive returns in 2023 [2][3][10]. Performance Summary - In July, nearly 800 active equity funds reached historical net asset value highs, with 94% of products achieving positive returns and an average annual return of 13.89% [1][2][3]. - The number of funds that doubled their returns this year reached four, with the top-performing fund, Huatai-PB Hong Kong Advantage Selection, achieving a return of 135.23% [2][3]. - The Wind偏股混合基金指数 recorded a return of 14.49% this year, indicating that most active equity fund holders who entered the market in 2023 are now profitable [3]. Fund Manager Performance - Several veteran fund managers have successfully turned around their funds, with notable performances such as Guangfa Growth Navigator achieving an annual return of 88.44% [5]. - Fund managers with over 20 years of experience, such as Guo Jun, have also delivered high returns, with the Bosera New Income fund achieving 27.85% this year [5][6]. - The trend of "using feet to vote" is evident, as funds with sustained excess returns are attracting significant capital inflows, with some funds seeing their sizes increase by over five times in the second quarter [7][10]. Market Dynamics - The recovery in fund performance has led to a weakening of the constraints imposed by fund size on performance, with several large funds reaching new net asset value highs [6]. - Investors are increasingly willing to pursue high-performance funds, moving away from the "fear of heights" mentality that previously dominated the market [8][10]. - Funds that failed to outperform the偏股混合基金指数 have seen their sizes shrink, becoming "mini" funds with less than 50 million yuan in assets [9]. Trust Rebuilding Efforts - Despite the positive performance, many investors remain cautious due to past experiences, leading to a continued decline in the size of some active equity funds [10]. - Fund companies are implementing measures to rebuild trust, including enhancing research capabilities, ensuring transparency, and binding fund manager interests to performance [10][11]. - Regulatory initiatives are also expected to promote high-quality development in the public fund sector, further enhancing investor confidence in active equity funds [11].