丰利兴动多策略全球钱潮封闭式3号增强型B

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挂钩指数普遍上涨 “固收+期权”产品迎来“敲出潮”!
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-05 01:16
Core Insights - The overall performance of "fixed income + options" public wealth management products has improved due to the recent strength in major stock indices and asset class indices, with a notable increase in net value [5] - As of August 28, the average net value growth rate for these products over the past three months is 1.17%, with only 1.55% of products recording negative returns [5] - The leaderboard for performance in the past three months is dominated by products from Zhaoyin Wealth Management, followed by Xingyin Wealth Management and Jiaoyin Wealth Management [5] Overall Performance - The "fixed income + options" public wealth management products have seen a significant increase in net value, attributed to a "knockout wave" where many products matured early [5] - The average maximum drawdown for these products is 0.31%, indicating relatively low risk during this period [5] - Zhaoyin Wealth Management has four products in the top performance list, while Xingyin and Jiaoyin Wealth Management have two each, and Gongyin and Guangda Wealth Management have one each [5] Highlighted Product Analysis - The top product, "Hengrui CSI 300 Index Linked Fixed Income 6-Month Open," managed by Gongyin Wealth Management, combines bond assets with equity and derivative assets, holding bank ETFs and low-volatility dividend ETFs [6] - The second-ranked product, "Fengli Xindong Multi-Strategy Global Money Tide Closed-End 3rd Enhanced B," managed by Xingyin Wealth Management, has an annualized performance benchmark of 0.2% to 7%, investing in European call options linked to the Money Tide asset trend strategy index [6] - The Money Tide index saw an increase of approximately 4.1% from May 28, 2025, to August 28, 2025 [6]