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中欧优利债券型证券投资基金
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布局股债双重机遇 中欧优利债券今日起正式发行
Xin Lang Ji Jin· 2025-10-09 01:40
数据来源:基金定期报告,截至2025/06/30。基金的过往业绩并不预示其未来表现,基金管理人管理的 其他基金的业绩并不构成基金业绩表现的保证。中欧双利债券A的成立以来涨跌幅41.77%, 同期业绩 比较基准12.37%。2020-2024年基金涨跌幅和同期基准表现为11.52%/2.62%, 3.56%/1.5%,-4.38%/-1.78%,1.42%/0.71%,7.28%/6.13%。历任基金经理:蒋雯文20180130- 20220701,黄华20170405-管理至今,张跃鹏20161123-20180601。本产品于2020/10修改投资范围,增加 存托凭证为投资标的。详阅法律文件。中欧康裕混合A的成立以来涨跌幅44.24%, 同期业绩比较基准 16.22%。2020-2024年基金涨跌幅和同期基准表现为10.29%/3.97%, 7.06%/1.19%,-3.43%/-2.92%,-1.5%/0.04%,6.12%/6.69%。历任基金经理:李波20250813-管理至今, 胡琼予20220812-20240119,蒋雯文20180130-20220701,黄华20170405-管理至今,张跃鹏 ...
二级债基配置正当时 中欧优利债券10月9日起正式发行
Xin Lang Ji Jin· 2025-09-23 07:47
Group 1 - The core viewpoint of the articles highlights the increasing interest in secondary bond funds as a stable investment option amidst fluctuating deposit rates and a recovering A-share market [1] - The new fund, China Europe Youli Bond Fund, is set to launch on October 9, aiming to balance risk and return by investing at least 80% in bonds and 5%-20% in equity assets [1] - The fund manager, Huang Hua, has 17 years of experience in the securities industry and has demonstrated strong performance in managing other funds, such as China Europe Shuangli A, which achieved a cumulative return of 41.77% since inception [2][3] Group 2 - The fund's strategy includes capturing enhanced returns during stock market recoveries while maintaining a stable income from bond investments [1] - Huang Hua anticipates structural valuation opportunities in the A-share market due to economic transitions and increased risk appetite, suggesting a shift from a previous downward trend in the bond market to a wider range of fluctuations [2] - The fund's flexible trading strategies and balanced asset allocation aim to seize structural opportunities amidst market volatility [2]