丰利逸动日开1号增强型A

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权益类公募理财产品近一年平均收益率9.33%,超九成实现正收益丨机警理财日报
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-06 11:28
Group 1 - The article focuses on the performance of three categories of wealth management products: "Fixed Income + Equity," mixed-type, and equity-type products [1][2] - The "Fixed Income + Equity" products are defined as public offerings with an investment cycle of less than three months and positive returns for the last six months [2] - The mixed-type products have an investment cycle of 6 to 12 months, while equity-type products are purely equity public offerings [2] Group 2 - In the "Fixed Income + Equity" category, four wealth management companies had products listed, with the top three being from Xingyin Wealth Management, showing net value growth rates of 5.12%, 4.33%, and 3.83% respectively [6] - The top product, "Fengli Yidong Daily Open 1st Enhanced A," is a low to medium risk fixed income product with a performance benchmark based on a combination of bond and equity indices [6] - The asset allocation of the top product primarily focuses on fixed income assets, with equity investments leaning towards Hong Kong stocks, TMT, and innovative pharmaceuticals [6] Group 3 - In the mixed-type public products category, five wealth management companies had products listed, with the top three showing net value growth rates of 8.83%, 7.81%, and 7.59% respectively [10] - The top product, "Yangguang Orange Quantitative Multi-Strategy 1st," is a medium-risk mixed product with an annual performance benchmark of 2.5% to 4.5% [10] - This product has recorded positive returns in 2024 and the current year, despite negative returns in 2022 and 2023 [10] Group 4 - In the equity-type public products category, only 2 out of 34 products had negative net value growth rates over the past year, indicating a low failure rate of 5.88% [14] - The top three equity products, "Tiangong Daily Open 5th (AI Computing Power Index)," "Tiangong Daily Open 2nd (Digital Infrastructure Index)," and "Yangguang Red ESG Industry Selection," had net value growth rates of 53.82%, 40.46%, and 30.22% respectively [14] - The performance of the "Yangguang Red ESG Industry Selection" product has improved significantly, with its cumulative net value rising from a low of 0.5473 to 0.8887 [14]