Workflow
信澳产业升级混合
icon
Search documents
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
Core Insights - A report by Zhito Finance highlights that 64 fund managers have underperformed their benchmarks by over 10% in annualized returns over the past three years, with some notable managers included [1] Group 1: Fund Managers Performance - Among the 64 fund managers, two from China Universal Asset Management, Zou Yun and Zeng Guofu, are listed for managing funds that have all underperformed their benchmarks by over 10% [1] - Zou Yun manages four funds with a total scale of 1.484 billion yuan, with the worst-performing fund, Xin'ao Zhicheng Selected Mixed A, showing a return of -52.97% since its management began in March 2021 [1][4] - Zeng Guofu oversees three funds with a total scale of 469 million yuan, where the Xin'ao Industry Preferred One-Year Holding Mixed A and C have returns of -50.01% and -51.27% respectively since March 2022 [1][6] Group 2: Fund Performance Data - The performance data for Zou Yun's funds shows that Xin'ao Hongli Return Mixed has a return of 21.19% since May 2019, while the other three funds have significantly lower returns, with the worst being -52.97% [2][3] - Zeng Guofu's funds include Xin'ao Small and Medium Cap Mixed with a return of 29.57% since April 2019, while the other two funds have negative returns, with the worst being -51.27% [5][6] Group 3: Fund Holdings - As of the first quarter, Xin'ao Zhicheng Selected Mixed A's top ten holdings include major consumer companies such as Qingdao Beer and Kweichow Moutai [4] - Xin'ao Industry Preferred One-Year Holding Mixed A and C have reduced their positions in the metals and internet sectors while increasing their stakes in consumer industries [6]
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].