中欧小盘成长基金
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绩优权益基金密集“限流”
券商中国· 2026-01-14 23:18
除中欧基金外,易方达基金旗下部分绩优产品也对申购进行限制。公告显示,易方达科翔、易方达策略成长两 只基金自1月13日起暂停了机构投资者的申购、转换转入及定期定额投资业务。 从规模与业绩情况来看,Wind数据显示,截至2025年9月末,易方达科翔的管理规模为42.09亿元,2025年度收 益72.33%;易方达策略成长的管理规模为11.49亿元,2025年度收益86.75%,较基准超额收益14.00%。 主题行情升温,部分基金阶段性限购 近期,随着市场行情回暖,部分绩优权益基金相继采取暂停申购或限额申购等措施,引发市场关注。 从具体表现看,部分业绩持续走强、规模快速扩张的产品选择"关门谢客",以控制规模、保障运作稳定;亦有 基金在主题行情升温、资金短期集中流入的背景下,通过阶段性限购调节申购节奏。 从更深层次看,基金申购调整背后,既反映了管理人对业绩持续性与规模约束的综合考量,也体现了对阶段性 行情演绎与资金流入节奏的判断。在市场情绪回暖、热点赛道轮动加快的背景下,部分基金通过限购或暂停申 购方式平衡规模与策略执行空间,相关安排也在一定程度上为后市行情的持续性提供了观察窗口。 绩优基金规模承压,部分产品"闭门谢 ...
中欧基金旗下多只产品宣布限购
Zheng Quan Shi Bao Wang· 2026-01-13 11:33
人民财讯1月13日电,1月13日,中欧基金发布公告称,为更好保证基金稳定运作,保护持有人利益,自 2026年1月13日起,由基金经理钱亚婷、汤旻玮管理的中欧小盘成长基金暂停申购、转换转入、定期定 额投资业务。 同日,中欧基金旗下另外2只产品——中欧瑾通灵活配置基金和中欧中证港股通央企红利指数发起基 金,也官宣暂停100万元以上的大额申购。 ...
创新药主题基金一马当先 有望拿下半程冠军
Zheng Quan Shi Bao· 2025-06-29 18:00
Group 1 - The core viewpoint of the articles highlights the strong performance of innovation drug-themed funds, with the Huatai-PineBridge Hong Kong Advantage Select Fund leading the pack with a return of 89.15% as of June 29, 2023 [2][3] - A total of 40 funds have achieved a return exceeding 50% this year, with 16 out of the top 20 funds being innovation drug-themed [2][3] - The AI-themed funds have underperformed significantly, with losses exceeding 20% for the bottom-performing funds [1][3] Group 2 - The active equity funds have generally shown a recovery in performance, with nearly 80% of active equity funds achieving positive returns this year, and over 1,000 funds seeing net value increases of over 10% [4][5] - The market has experienced structural volatility, with different themes impacting fund performance directly, necessitating precise market timing from fund managers [3][4] - The long-term performance of the Huatai-PineBridge North Exchange Innovation Small and Medium Enterprises Select Fund has yielded a cumulative return of 177.04% over the past three years, significantly outperforming its peers [3] Group 3 - The innovation drug sector is currently experiencing a surge, with funds in this category dominating the performance rankings, while the humanoid robot sector has seen a decline from its previous highs [2][7] - The market outlook for the second half of the year suggests a mix of opportunities and risks, with low overall valuation levels and supportive macroeconomic policies being key factors [8][9] - Key investment areas identified include dividend assets, technology sectors with strong policy support, and high-potential domestic demand sectors [9]