偏股混合基金

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年内1434只产品基金经理卸任,中长期纯债基金数量最多
Huan Qiu Wang· 2025-08-14 05:37
Group 1 - The core observation is that the frequency of fund manager resignations remains high, with 1,434 products experiencing manager departures by August 12, 2023, involving 935 fund managers. This trend is expected to continue, with projections of 2,213 products and 1,114 managers resigning throughout 2024 [1][3] - Among the products with manager resignations, the largest number belongs to medium- and long-term pure bond funds, totaling 269, followed by equity mixed funds (237), flexible allocation funds (193), passive index funds (167), and bond mixed funds (110) [3] - A total of 42 fund managers have resigned from at least five products this year, with index funds and bond funds being the primary categories affected. Notable resignations include Su Yanqing and Yan Xinian from ETF management, who left 18 and 11 products respectively [3] Group 2 - The departure of prominent fund managers, particularly in fixed income and "fixed income plus" strategies, has garnered increasing attention in the industry, as these changes can directly influence institutional capital allocation [3][4] - For instance, Ma Long, a veteran in fixed income at China Merchants Fund, resigned from five products this year after over 12 years with the firm, and subsequently joined Tianhong Fund [4] - Additionally, Sun Lina, known as the "fixed income queen" at Huaan Fund, resigned from all seven products she managed due to personal reasons, which collectively accounted for 45.5% of Huaan Fund's total assets under management [4]
“基金买手”年度配置出炉,TA成为基金经理“最爱”
券商中国· 2025-04-04 02:38
"基金买手"年度配置出炉,黄金ETF、指数债基等资产获FOF积极"加购"。 券商中国记者注意到,在全球宽松货币政策、去美元化浪潮及避险情绪持续升温的多重背景下,FOF正在加速布局 黄金ETF。2024年,黄金ETF以明显优势跑赢其他大类资产,成为FOF争相配置的焦点。业内人士指出,美联储持 续降息预期、全球央行大规模增持黄金,以及国际局势不确定性,共同推动了黄金价格的上涨,凸显了黄金ETF在 资产配置中独特的避险价值。 与此同时,债券投资领域也悄然发生着结构性变化。指数债基快速崛起,正取代传统纯债基金成为FOF配置的"新 宠"。截至2024年末,FOF基金对指数债券基金的配置占比显著提高,而纯债基金明显下降。分析人士认为,这一趋 势背后有多重原因,包括债市收益率走低、机构投资风格转向被动,以及投资者更注重投资成本控制与风险精细化 管理等。 黄金ETF成FOF配置"大户" 基金年报显示,截至2024年年末,共有177只FOF持有华安黄金ETF。 华安黄金ETF由许之彦管理,截至3月31日的管理规模为416亿元。该ETF在2024年的收益为27.45%,2025年截至3 月31日的收益为18.64%。持仓华安黄金 ...
大赚1.28万亿!公募格局生变,这些公司“借道超车”
券商中国· 2025-04-02 15:13
截至4月2日,公募基金产品2024年年报悉数披露完毕。2024年股票行情上涨显著,但降费让利也在约束着基金管 理费等收入,使得基金的盈利和费用等方面均出现较大变化。 统计数据显示,2024年公募基金产品整体实现盈利1.28万亿元,其中股票基金整体利润达4445.11亿元,较此前两年 相比均实现了扭亏为盈。但股票基金的盈利,大部分来自被动指数基金。这有两方面数据可以侧面验证: 一是2024年主动权益类基金利润合计盈利868.09亿元,和1.28万亿元的公募基金整体盈利相比占比不足7%。 二是在基金盈利排名前十的基金公司中,华泰柏瑞等个别倚重股票ETF的非头部公募,实现了盈利规模突围, 一举超过了南方、博时、富国等头部公募。 华泰柏瑞旗下基金盈利排名第三 天相投顾以161家公募基金公司披露的2024年年度报告为统计口径,2024年公募基金产品整体上实现盈利1.28万亿 元。 现小幅提升。此外,广发基金和富国基金的管理费也是连续三年持续下降,2024年至2022年广发基金的管理费规模 分别为58.57亿元、66.55亿元、73.58亿元,富国基金则分别为48.60亿元、54.74亿元、61.77亿元。 从具体基金类 ...