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交银基金知名基金经理刘鹏离任 新总经理上任仅3个月
Zhong Guo Jing Ji Wang· 2025-09-29 08:12
中国经济网北京9月29日讯 今日,蓝鲸新闻发布《交银基金何以解忧?大将刘鹏无问去留》一文。文中称,知名基金经理刘鹏离任,交银 施罗德基金公司选择在9月20日(周六)发布公告,离任原因只有简短的四个字"工作安排"。刘鹏是交银施罗德基金公司内部培育出来的优秀 基金经理。他于2014年6月加入交银施罗德基金,2018年5月起担任交银施罗德先进制造的基金经理,任职期7年多的年化回报率达16.35%。 来源:天天基金网 此外,文章还称,今年6月,公募基金业高管任职时间最长的谢卫到龄卸任交银施罗德总经理,来自交行总行的袁庆伟接任。袁庆伟长期 在交行总行工作,曾任金融机构部总经理、资产管理业务中心总裁等职务。 (责任编辑:康博) 由于公募基金公司的管理具有很高的专业门槛,而袁庆伟此前缺乏基金公司的工作经验,因此,她接任总经理后,如何避免外行管内行 的尴尬,成为一个重大挑战。 据悉,刘鹏从毕业后就入职交银施罗德基金管理有限公司,此后担任行业分析师,2018年开始管理公募基金。在7年多时间里,刘鹏共管 理过6只基金(各份额分开计算,下同),从任职回报看,仅有交银启明混合C在3年多管理期内出现小幅亏损,刘鹏管理时间最长的交银先进 ...
交银施罗德明星基金经理将离职!管理规模超90亿元,代表作7年回报超200%
Hua Xia Shi Bao· 2025-09-23 09:37
Core Viewpoint - The recent appointment of three new fund managers to join Liu Peng in managing three funds at China International Fund Management is seen as a potential sign of Liu Peng's impending departure from the company [2][5]. Group 1: Fund Management Changes - Liu Peng has had three new fund managers, Xu Jiacheng, Guo Ruo, and Zhou Shanshan, join him in managing the funds, transitioning all products he manages to a co-management model [2][4]. - Liu Peng's representative product, the China International Advanced Manufacturing Mixed Fund A, achieved a return rate of 202.29% during his management period [2][4]. - The newly appointed fund managers have diverse expertise, with Xu focusing on pharmaceuticals, Guo on advanced manufacturing, and Zhou having over 17 years of experience in mixed asset and separate account management [4]. Group 2: Company Performance and Challenges - As of September 20, Liu Peng managed a total fund asset size of 9.125 billion yuan, with significant returns on various funds he managed [4]. - The company is facing challenges due to the departure of key fund managers and pressure on its management scale, with net assets showing a downward trend from 552.032 billion yuan in mid-2024 to 496.678 billion yuan by mid-2025 [5][6]. - The public fund industry has seen increased talent mobility, with the departure of star fund managers impacting fund sizes and requiring companies to enhance the stability of their investment research teams [7].
机构风向标 | 德业股份(605117)2025年二季度已披露前十大机构累计持仓占比45.08%
Xin Lang Cai Jing· 2025-08-26 01:29
Group 1 - The core viewpoint of the news is that 德业股份 (605117.SH) has reported its half-year results for 2025, highlighting significant institutional investor interest and changes in shareholding patterns [1] - As of August 25, 2025, a total of 92 institutional investors hold shares in 德业股份, with a combined holding of 431 million shares, representing 47.69% of the total share capital [1] - The top ten institutional investors collectively hold 45.08% of the shares, with a slight decrease of 0.70 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four public funds increased their holdings compared to the previous period, with an increase rate of 1.03% [2] - One new public fund, 南华中证杭州湾区ETF, was disclosed in this period, while 169 public funds were not disclosed compared to the previous quarter [2] - In terms of foreign investment, one foreign fund, 香港中央结算有限公司, increased its holdings, with an increase rate of 1.05% [2]
洪都航空连跌5天,交银施罗德基金旗下2只基金位列前十大股东
Sou Hu Cai Jing· 2025-08-13 09:28
Group 1 - Hongdu Aviation has experienced a decline for five consecutive trading days, with a cumulative drop of -6.39% [1] - Jiangxi Hongdu Aviation Industry Co., Ltd. was established on December 16, 1999, initiated by Jiangxi Hongdu Aviation Industry (Group) Co., Ltd. along with four other enterprises [1] - Two funds under China Merchants Jinling Fund Management, namely the China Merchants Advanced Manufacturing Mixed A and China Merchants Balanced Growth One-Year Mixed A, have entered the top ten shareholders of Hongdu Aviation [1] Group 2 - The China Merchants Advanced Manufacturing Mixed A fund has recorded a year-to-date return of 21.38%, ranking 1311 out of 4501 in its category [1] - The China Merchants Balanced Growth One-Year Mixed A fund has achieved a year-to-date return of 21.63%, ranking 1282 out of 4501 in its category [1] - Both funds are managed by Liu Peng, who has been with China Merchants Jinling Fund Management since June 2014 and has served as the fund manager since May 29, 2018 [4][5]