Workflow
中欧新蓝筹混合A
icon
Search documents
“双十基金”穿越周期,中欧基金投研体系以长期制胜
今年以来,公募基金收获颇丰。国泰海通证券数据显示,截至今年三季度末,主动股票开放型基金、主 动混合开放型基金近十年收益率分别为160.79%、114.6%,远超股票ETF近十年收益率82.07%。 其中,交出亮眼长期业绩答卷的"双十基金"(成立满10年且成立以来年化回报率超10%)数量并不多。 截至今年三季度末,中欧基金公司旗下7只产品成为 "双十基金",其中,中欧新蓝筹A、中欧价值发现 A、中欧新动力A、中欧价值智选回报A、中欧成长优选回报A、中欧行业成长A、中欧潜力价值A成立 以来年化回报率分别为14.02%、10.63%、12.87%、16.27%、10.78%、11.92%、10.53%,为持有人创造 了出色的长期业绩回报。 整体实力出众 长跑能力出色 不仅拥有多只"双十基金",中欧基金公司中长期投资能力持续领跑行业。国泰海通证券统计显示,在13 家权益类大型基金公司绝对收益榜中,中欧基金主动权益投资业绩近1年排名第二,近10年排名第三。 在近3年、5年、7年、10年等不同维度上,尽管市场经历经济周期波动等严峻挑战,中欧基金旗下"双十 基金"保持了优异表现。 其中,中欧新蓝筹混合E近5年在同类中排名第 ...
盘点在管5年以上,任职回报翻倍且创新高的基金
雪球· 2025-10-16 08:08
Core Viewpoint - The article emphasizes the importance of fund managers who have achieved significant returns over a five-year period, highlighting those with over 500% returns as particularly noteworthy [3]. Fund Performance Summary - As of October 9, 2023, there are 145 active equity funds that have doubled their returns over a five-year period. Notable funds include: - 诺安先锋混合A with a return of 1155.96% - 摩根新兴动力混合A with a return of 792.39% - 易方达科翔混合 with a return of 699.47% - 中欧新蓝筹混合A with a return of 540.05% - 万家品质生活A with a return of 533.43% - 万家新兴蓝筹A with a return of 532.55% [3][4]. Investment Philosophy - The investment philosophy of fund managers like 杨谷 focuses on value investing and finding market safety margins. Key considerations in stock selection include: - Customer stickiness, which addresses whether a company can solve user pain points [5]. - Establishment of barriers such as technological, product, or sales barriers, which are crucial for sustained growth [5]. - Presence in a blue ocean market, indicating less competition and more growth potential [5]. Notable Fund Managers - 莫海波 from 万家基金 manages six funds, the highest number among fund managers listed, with significant returns across all [6][7]. - The article also highlights the performance of other fund managers, such as 徐彦 from 大成基金, whose funds have maintained maximum drawdowns below -20% [10][11].
阿尔特连跌5天,中欧基金旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-07-07 15:35
Group 1 - Altec Automotive Technology Co., Ltd. (stock code: 300825) has experienced a decline for five consecutive trading days, with a cumulative drop of -3.05% [1] - In the first quarter of this year, China Europe Fund's China Europe New Blue Chip Mixed A Fund entered Altec's top ten shareholders as a new investor [1] - The year-to-date return of the China Europe New Blue Chip Mixed A Fund is 6.57%, ranking 2020 out of 4527 in its category [1] Group 2 - The performance of the China Europe New Blue Chip Mixed A Fund shows a year-to-date return of 6.57%, with a quarterly return of -0.86% and a monthly return of 3.80% [2] - The fund's performance is compared to the average of its peers, which has a year-to-date return of 7.76% [2] - The fund manager, Zhou Weiwen, has extensive experience, having managed various funds since 2006, and currently oversees multiple funds at China Europe Fund Management [3][4] Group 3 - The other fund manager, Feng Ludan, has been with China Europe Fund Management since 2016 and has managed the China Europe New Blue Chip Flexible Allocation Mixed Fund since October 2021 [5] - Feng Ludan's managed funds have shown significant returns, with the China Europe Digital Economy Mixed Fund achieving a return of 67.65% since September 2023 [5]