Core Viewpoint - In 2025, China's public mutual funds are at a critical juncture for high-quality development, with leading companies shifting from "scale-driven" to "quality-driven" strategies, focusing on long-term performance and research capabilities [1] Group 1: Performance Metrics - As of September 30, 2025, Xinda Australia Fund's equity funds achieved an absolute return of 252.42% over the past seven years, ranking 7th among 118 peer fund companies [1] - The fixed income funds of Xinda Australia Fund recorded a 25.66% absolute return over the last five years, ranking 5th out of 129 [1] - By November 28, 2025, 11 equity products from Xinda Australia Fund had a return rate exceeding 50% in the past year, with three products surpassing 80% and one product doubling in value [2] Group 2: Competitive Rankings - As of November 28, 2025, Xinda Performance Driven Mixed A Fund ranked in the top 1% of similar strong stock mixed funds with a one-year return of 139.57% [3] - Other funds such as Xinda Craftsmanship Return Mixed A and Xinda Advantage Industry Mixed A ranked in the top 5% of their categories [3] - Over the long term, Xinda Performance Driven Mixed A Fund ranked in the top 7% for seven years and top 3% for ten years among similar actively managed stock open-end funds [3] Group 3: Research and Management Strategy - Xinda Australia Fund has developed a comprehensive research matrix covering key sectors such as manufacturing, technology, consumption, and new energy, supported by a three-tiered research team [3] - The company employs a management system that integrates multiple investment styles, aiming to provide diverse allocation options and generate alpha returns [3] - In fixed income, Xinda Australia Fund has established a clear product matrix that meets the market's demand for stable, net-value financial products [3] Group 4: Risk Management - Xinda Australia Fund incorporates risk management into its product framework, establishing a multi-dimensional risk control system that covers credit, market, and liquidity risks [4] - The company balances opportunity capture and risk mitigation, ensuring that investment actions remain within a safe margin [4] Group 5: Future Outlook - Xinda Australia Fund is committed to a "professional research-driven" approach, aiming to optimize its research capabilities and create sustainable investment returns for investors [5]

Core Viewpoint - The performance of the equity investment products managed by Xinda Australia Fund has been outstanding, showcasing the company's strong research capabilities and market judgment, particularly in a year marked by increasing sector differentiation and structural opportunities [1][2]. Group 1: Performance Metrics - As of November 28, 2025, ten equity products from Xinda Australia Fund ranked in the top 10% of their peers, with the Xinao Performance-Driven Mixed A fund ranking 4th among 3,902 similar funds [2]. - The Xinao Transformation Innovation Stock A fund achieved a return ranking of 73rd out of 918 similar actively managed stock funds, placing it in the top 8% [2]. - The Xinao Craftsmanship Select One-Year Holding Period Mixed A fund ranked 95th among 3,902 similar funds, demonstrating strong performance [2]. Group 2: Ratings and Recognition - The Xinao Transformation Innovation Stock A fund received a three-year five-star rating as of October 31, 2025, while the Xinao New Energy Industry Stock A fund earned a ten-year five-star rating, reflecting the stability and effectiveness of the fund's performance [2]. - The ratings serve as a testament to Xinda Australia Fund's long-term research capabilities and the consistent performance of its products [2]. Group 3: Product Strategy and Diversity - The ten highlighted equity products encompass a diverse range of strategies, including a focus on technology growth and consumer upgrades, with the Xinao Technology Innovation One-Year Open Mixed A fund achieving a return of 64.79%, ranking in the top 6% of its category [2]. - Other products like the Xinao Advantage Industry Mixed A fund and the Xinao Prosperity Preferred Mixed A fund also ranked in the top 3% and top 4% respectively, showcasing the company's ability to capture structural opportunities across various market segments [2]. Group 4: Long-term Performance - The Xinao Transformation Innovation Stock A fund ranked 138th out of 732 similar products over three years, while the Xinao New Energy Industry Stock A fund achieved a remarkable 348.99% return over ten years, ranking 3rd among 127 similar products [2]. - These long-term performance metrics validate the effectiveness and stability of Xinda Australia Fund's investment strategies [2]. Group 5: Research and Investment Philosophy - Xinda Australia Fund emphasizes a "deep research + strict risk control" investment philosophy, supported by a professional research team and a robust risk management framework [2]. - The company aims to continue optimizing its product offerings to provide high-quality equity products that deliver solid long-term returns for investors [2].