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业绩大爆发!信达澳亚近一年6只“翻倍基”领跑,41只涨超30%
中国基金报· 2025-08-22 07:25
Core Viewpoint - The A-share market has shown strong performance, with major indices experiencing significant increases, which has positively impacted fund performance. As of August 20, 2025, multiple products under Xinda Australia Fund have reported outstanding returns, with 41 products achieving over 30% returns in the past year, showcasing the company's robust investment capabilities [1][4]. Group 1: Fund Performance - As of August 20, 2025, 41 products from Xinda Australia Fund have achieved returns exceeding 30% in the past year, with 34 products rising over 50% and 25 products increasing over 70%. Notably, 6 products have doubled in value [1]. - The top-performing funds include Xinda Performance Driven A with a return of 149.64%, Xinda Star Yi A at 118.55%, and Xinda Bojian Growth One-Year Open A at 117.29% [2][4]. Group 2: Investment Strategy - The strong performance of Xinda Australia Fund's products is primarily driven by actively managed equity funds, which have become the core engine of performance growth, demonstrating the company's investment strength in active equity [4]. - The company employs a diversified research matrix covering key sectors such as manufacturing, technology, consumption, and new energy, optimizing its investment research team to enhance its investment capabilities [5]. Group 3: Quantitative and Pension Strategies - Xinda Australia Fund's active equity is considered the "alpha engine," with quantitative investments capturing market beta effectively. The company utilizes a "HI+AI" dual-engine approach to develop a range of quantitative products [7]. - In the pension finance sector, the company focuses on "target date strategies" to assist investors in achieving comprehensive retirement planning, with a notable return of 31.04% for the Xinda Yiyuan Pension Target 2055 Five-Year Holding A product [7]. Group 4: Future Outlook - Looking ahead, Xinda Australia Fund aims to continue prioritizing the interests of its investors, deepening its commitment to long-term value investment, optimizing its research system, and expanding its product line to create sustainable returns for investors [8].
信达澳亚主动权益发力:30+产品穿越震荡稳居同类前1/3
Cai Fu Zai Xian· 2025-07-29 05:29
Core Insights - The A-share market is experiencing fluctuations due to multiple factors, with a notable shift in investment styles and accelerated sector rotation expected from 2024 to mid-2025 [1] - Xinda Aoya has demonstrated strong performance in active equity investments, with over 30 of its products ranking in the top third of their categories for returns over the past year [1] Fund Performance - Six active equity funds from Xinda Aoya achieved over 60% returns, with "Xinao Bojian Growth One-Year Open A/C" leading at 95.08%/93.93% returns, ranking 6th/3751 and 9th/3751 respectively [3] - "Xinao Xingyi Mixed A/C" follows closely with returns of 91.61%/90.08%, ranking 12th/3751 and 13th/3751 [3] - Other notable funds include "Xinao New Energy Selected A/C" and "Xinao Leading Growth A/C," with rankings of 38th/3751 and 49th/3751 respectively [3] Investment Strategy - Xinda Aoya's successful performance is attributed to its precise market understanding and forward-looking strategies, focusing on sectors like technology, new energy, pharmaceuticals, and new consumption [4] - The company emphasizes a "反内卷" (anti-involution) approach, investing in companies that leverage new technologies and align with Chinese aesthetic upgrades [4] - The firm employs a dynamic portfolio adjustment strategy to capture structural opportunities while maintaining strict risk control [4] Future Outlook - Xinda Aoya plans to enhance its research depth and breadth, optimizing product strategies to navigate complex market environments [5] - The company aims to continue its focus on active equity investments, identifying high-quality growth opportunities to share in the benefits of China's high-quality economic development [5]