信澳健康中国混合
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杨珂离任信澳健康中国混合
Zhong Guo Jing Ji Wang· 2026-01-05 08:19
中国经济网北京1月5日讯近日,信达澳亚基金公告,杨珂离任信澳健康中国混合,李君周管理。 信澳健康中国混合A/C成立于2017年8月18日和2022年3月3日,截至2025年12月31日,其今年来收益率 为17.31%、16.35%,成立来收益率为123.00%、1.69%,累计净值为2.2300元、2.1700元。 | 基金名称 | 信澳健康中国灵活配置混合型证券投资基金 | | --- | --- | | 基金简称 | 信澳健康中国混合 | | 基金主代码 | 003291 | | 基金管理人名称 | 信达澳亚基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、 《基金管理公司投资管理人员管理指导意见》 | | 基金经理变更类型 | 解聘基金经理 | | 共同管理本基金的其他基金经理姓名 | 李君周 | | 离任基金经理姓名 | 杨珂 | 李君周曾任国元证券、兴业证券、光大证券、中再资产管理(香港)有限公司研究员。2021年2月加入信 达澳亚基金管理有限公司,先后任行业研究员、投资经理、基金经理。 ...
以深度投研驱动高质量发展,信达澳亚基金如何靠特色精品业务走出差异化路径?
Xin Lang Cai Jing· 2025-12-22 10:58
Core Viewpoint - The public fund industry is transitioning from a "scale-oriented" approach to a "quality-first" strategy, emphasizing sustainable core competitiveness amidst challenges like homogenized competition and declining fee rates [1][13]. Group 1: Investment Strategy and Research Framework - The essence of active management lies in professional fundamental research to identify and hold high-potential growth companies for long-term capital appreciation [2]. - The company employs a "top-down" and "bottom-up" research framework, ensuring investment portfolios capture industry growth while selecting individual stocks for significant alpha returns [2][3]. - The investment team has established a modern research management system covering the entire process, emphasizing a professional talent structure and efficient collaboration [3]. Group 2: Investment Process and Technology Integration - The investment process is driven by a dual approach of "refinement and intelligence," integrating deep research with intelligent quantitative support systems [4][5]. - The company has developed a comprehensive fund manager tagging system to evaluate investment logic consistency and stability, enhancing decision-making [4]. - A "human-machine collaboration" investment model is employed to improve decision-making efficiency and accuracy, combining human insights with machine processing capabilities [5]. Group 3: Product Strategy and Market Positioning - The company focuses on a "boutique, professional, and differentiated" product strategy, concentrating resources on active investment capabilities in core areas like equity, absolute return, and quantitative strategies [6]. - The active equity funds cover mainstream sectors such as technology growth, consumer upgrades, and advanced manufacturing, with notable products achieving excellent long-term performance [6][8]. - The fixed income team emphasizes a "solid" investment style, aiming for positive asset value growth in various market conditions, with products receiving high ratings from authoritative agencies [8]. Group 4: Recent Developments and Future Outlook - The appointment of the new general manager, Fang Jing, is expected to bring fresh perspectives and drive strategic innovation in product development and resource integration [12][14]. - The company has achieved a weighted average return of 252.42% over the past seven years, ranking 7th among 118 public fund companies, demonstrating resilience and the ability to generate excess returns [12]. - The company is committed to expanding its FOF product line to meet the growing demand for retirement investment solutions, leveraging its strengths in fund evaluation and asset allocation [11].