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信达澳亚7只权益产品集体斩获五星评级
Cai Fu Zai Xian· 2025-07-14 07:49
Core Insights - The latest fund rating report from Tianxiang Investment Advisory highlights that seven equity products from Xinda Australia Fund Management Co., Ltd. achieved the highest five-star rating due to their long-term stable performance and excellent risk control capabilities [1] - The competition for ratings was intense, with only less than 6% of the 723 actively managed equity funds receiving a five-year five-star rating, and less than 11% and 4% of the 2796 mixed equity funds receiving three-year and five-year five-star ratings, respectively [1] Performance Metrics - Xinda Australia's products, including Xinao Advanced Manufacturing Stock A, Xinao Star Yi Mixed A/C, Xinao New Energy Selected Mixed A, Xinao Medical Health Mixed A, and Xinao Prosperity Preferred Mixed A, all received three-year five-star ratings [1] - Xinao Core Technology Mixed A stood out by receiving both three-year and five-year five-star ratings, showcasing the company's strong performance across multiple products [1] - According to Guotai Junan Securities, as of June 30, 2025, Xinao Advanced Manufacturing Stock A ranked in the top 1/5 percentile of active stock open-end funds over the past five years, placing 66th out of 376 products [1] Investment Strategy - Xinda Australia has been enhancing its investment research system, aiming to establish a benchmark for all categories of equity investment and continuously optimizing its active management capabilities [1] - The company has gathered a team of experienced fund managers with over ten years of practical experience, who are adept at deep research to uncover valuable investment targets, thereby building a solid moat for long-term equity investments [1] Industry Context - The five-star rating has become the "gold standard" for measuring the comprehensive strength of products as the regulatory framework for fund rating systems continues to improve [1] - The collective achievement of seven products by Xinda Australia not only demonstrates the company's "group combat" advantage in equity investment but also sends a positive signal to the market that fundamental research and long-term value investing remain core paths to achieving excess returns in volatile markets [1]
强化权益投研实力 信达澳亚4只产品近半年回报超30%
Cai Fu Zai Xian· 2025-06-04 04:10
Group 1 - The core viewpoint is that the A-share market is stabilizing, leading to a recovery in the issuance of public equity products, with investor confidence gradually restoring [1] - As of May 27 this year, four equity products under Xinda Australia achieved a return of over 30% in the past six months, demonstrating strong excess return capabilities in a volatile market [1] - The four well-performing equity products include Xinda Australia Bojian Growth, Xinda Australia Craftsmanship Return, Xinda Australia Enjoy Life, and Xinda Australia Xingyi, each with distinct investment strategies focusing on high-growth sectors and cyclical resources [1] Group 2 - Xinda Australia has consistently delivered good returns for investors, with a seven-year equity product return of 119.76% as of the end of 2024, ranking first among 109 public fund institutions [2] - The company's strong performance is attributed to its commitment to client interests, strict risk control, and a focus on long-term growth potential in investment targets [2] - Xinda Australia emphasizes deep value exploration and forward-looking research, employing a systematic investment decision-making process that combines top-down and bottom-up approaches [2] Group 3 - As the first fund management company controlled by state assets in China, Xinda Australia has become a professional asset management institution in the public fund industry over nearly 19 years [3] - The company aims to enhance its research capabilities and optimize product layout to better meet diverse investor needs and contribute to the healthy development of China's capital market [3]