信澳产业升级混合

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信达澳亚邹运与曾国富共7产品近3年年化收益跑输基准
Zhong Guo Jing Ji Wang· 2025-05-26 12:57
中国经济网北京5月26日讯 智通财经于5月20日发布《名单炸裂?64位基金经理近三年跑输基准超 10%,还有百亿老将在列》称,据济安金信统计,截至今年4月30日,市场上有64位基金经理旗下全部 基金的近三年年化收益率均跑输基准超10%(各类份额合并计算,且仅统计成立满三年的产品)。 在上文所列举的旗下全部基金近三年年化收益率全部跑输基准超10%的基金经理名单中,信达澳亚基金 管理有限公司2位基金经理上榜。其中,邹运在管4只基金近三年年化收益率低于基准10%,曾国富在管 3只基金近三年年化收益率低于基准10%。 邹运目前管理着信澳红利回报混合、信澳蓝筹精选股票、信澳品质回报6个月持有混合、信澳至诚精选 混合A/C,截至2025年3月31日规模合计14.84亿元。 其中,信澳红利回报混合的管理时间最久,自2019年5月管理至今任职回报21.19%。其余3只基金的任 职回报均较差,信澳至诚精选混合A任职回报最差,自2021年3月管理至今任职回报-52.97%。 | 筒称 | 累计净值 | 今年来收 | 折1年收 | 近2年收 | 近3年收 | | 任职时间 任职回报 | | --- | --- | --- | -- ...
信达澳亚基金近半年第四位离任的副总?魏庆孔转岗首席市场官;公司旗下逾20只产品近3年跑输业绩比较基准超10%
Sou Hu Cai Jing· 2025-05-12 03:57
Core Viewpoint - The recent executive changes at Xinda Australia Fund have raised concerns regarding the company's management stability and strategic direction, following the departure of multiple senior executives in a short period [1][5]. Management Changes - On May 8, 2025, Xinda Australia Fund announced the resignation of Deputy General Manager Wei Qingkong, who will transition to the role of Chief Marketing Officer [1][4]. - Wei Qingkong's departure marks the fourth senior executive exit in the past six months, including notable figures such as star fund manager Feng Mingyuan and fixed income investment head Song Jiawang [1][5]. Company Performance - As of Q1 2025, Xinda Australia Fund's management scale was 92.805 billion yuan, a decline of over 30% compared to Q4 2024 [5]. - The company's total assets were reported at 831 million yuan, with net assets of 678 million yuan as of December 31, 2024 [5]. - In 2024, the fund achieved operating income of 644 million yuan and a net profit of 101 million yuan, reflecting year-on-year declines of 31.27% and 41.95%, respectively [5]. Regulatory Environment - On May 7, 2025, the China Securities Regulatory Commission released an action plan aimed at promoting high-quality development of public funds, emphasizing a shift from "scale" to "return" [5]. - The action plan also highlighted the importance of performance benchmarks in asset allocation for public funds [5]. Product Performance - As of May 9, 2025, 24 products under Xinda Australia Fund have underperformed their benchmarks by over 10% over the past three years [6]. - Specific products, such as Xinao Performance-Driven Mixed A and Xinao Industry Preferred One-Year Holding Mixed A, have underperformed their benchmarks by over 40% [6][7].