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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].
刘鹏离任交银施罗德旗下3只基金
Zhong Guo Jing Ji Wang· 2025-09-22 08:01
中国经济网北京9月22日讯近日,交银施罗德基金公告,刘鹏离任交银启明混合、交银先进制造混合、 交银均衡成长一年混合。 刘鹏2014年6月加入交银施罗德基金管理有限公司,担任行业分析师,2018年5月29日起担任基金经理。 交银启明混合A/C成立于2020年5月27日和2021年11月12日,截至2025年9月19日,其今年来收益率为 37.30%、36.71%,成立来收益率为75.24%、-3.50%,累计净值为1.7437元、1.7059元。 交银先进制造混合A/C成立于2011年6月22日和2022年1月24日,截至2025年9月19日,其今年来收益率 为39.91%、39.50%,成立来收益率为823.86%、1.64%,累计净值为6.6417元、5.1163元。 交银均衡成长一年混合A/C成立于2021年2月1日,截至2025年9月19日,其今年来收益率为40.31%、 39.51%,成立来收益率为21.83%、17.40%,累计净值为1.2169元、1.1745元。 | 基金名称 | 交银施罗德启明混合型证券投资基金 | | --- | --- | | 基金间标 | 文银启明混合 | | 基金主代码 ...