交银均衡成长一年混合

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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 ...
交银均衡成长一年混合增聘徐嘉辰
Zhong Guo Jing Ji Wang· 2025-09-11 07:53
Group 1 - The core point of the news is the appointment of Xu Jiacheng as a new fund manager for the Jiao Yin Balanced Growth One-Year Mixed Fund by Jiao Yin Schroder Fund Management Co., Ltd. [1] - Xu Jiacheng has a background as a pharmaceutical industry analyst at Anxin Securities and as a researcher at Taikang Asset Management before joining Jiao Yin Schroder in 2018 [1] - The Jiao Yin Balanced Growth One-Year Mixed Fund was established on February 1, 2021, and has reported a year-to-date return of 37.31% and 36.55% for its two share classes as of September 10, 2025 [1] Group 2 - The fund's cumulative return since inception is 19.22% and 14.91% for its respective share classes, with a cumulative net value of 1.1922 yuan and 1.1509 yuan [1] - The fund is managed under the guidelines of the "Guidance on the Management of Investment Management Personnel by Fund Management Companies" and the "Publicly Raised Securities Investment Fund Information Disclosure Management Measures" [2] - The other co-manager of the fund is Liu Peng, indicating a collaborative management approach [2]
基金经理密集调仓布局新机遇 博时华夏领跑机构调研榜
Sou Hu Cai Jing· 2025-06-11 00:59
Group 1 - Fund managers are actively seeking new investment opportunities through a combination of portfolio adjustments and research activities in the current market environment [1] - Notable changes in shareholder structures of several A-share listed companies indicate clear investment trends from well-known fund managers [3] - The latest data shows significant increases in holdings for certain funds, such as the Guangfa High-end Manufacturing Fund, which increased its stake substantially compared to the previous quarter [3] Group 2 - Institutional research activities are intensifying, with BoShi Fund leading with 945 research engagements, followed by HuaXia Fund with 867 [4] - Prominent fund managers are frequently participating in company research activities, focusing on key topics such as capital expenditure planning and technology iteration [4] - YiHeDa has gained the highest attention in research activities in June, with several well-known institutions participating in discussions on various topics including drug development and international cooperation [4]