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多元策略彰显投研硬实力,信达澳亚10只权益产品近一年回报跻身同类前10%
Jin Rong Jie· 2025-12-12 07:59
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].