光大保德信信用添益债券
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前11月九成债基上涨 南方昌元可转债上涨37%
Zhong Guo Jing Ji Wang· 2025-12-07 23:28
中国经济网北京12月8日讯 (记者 康博) 根据同花顺数据显示,截至11月30日收盘,今年前11月在 6722只(各份额分开计算,下同)有可比业绩的债券型基金中,实现业绩上涨的共有6060只,占比 90%,另有29只持平,633只下跌。 从具体涨幅看,有3只债基在前11月里上涨超过30%,而涨幅超过20%的合计共达到了60只。受益于 A股市场今年内的强劲上涨,南方昌元可转债债券A、南方昌元可转债债券C、民生增强收益债券A领涨 明显,涨幅分别为37.95%、37.32%、30.49%。 今年三季报显示,南方昌元可转债持有的债券资产占81.90%,股票资产占16.21%。前五大债券均为 转债,分别为隆22转债、国投转债、温氏转债、烽火转债、睿创转债;前十大重仓股为兆易创新、杰华 特、广东宏大、寒武纪、航天电子、中科飞测、新雷能、新大陆、德赛西威、虹软科技。 该基金由累计管理经验10年的老将刘文良管理。资料显示,刘文良2012年7月加入南方基金,历任 固定收益部转债研究员、宏观研究员、信用分析师。2015年2月26日至2015年8月20日任经理助理,2015 年12月至今任基金经理。 民生增强收益债券A由14年老将 ...
7月份超六成债基上涨 光大保德信信用添益A涨6.12%
Zhong Guo Jing Ji Wang· 2025-08-04 23:17
Group 1 - As of July 31, 2025, among 7217 comparable bond funds, 4489 funds saw performance increases, accounting for 62% of the total, while 2555 funds experienced declines [1] - The top-performing bond funds included Southern Changyuan Convertible Bond A and C, and Hongta Hongtu Shengshang One-Year Regular Open Bond A and C, with increases of 7.67%, 7.63%, 7.51%, and 7.47% respectively [1] - Southern Changyuan Convertible Bond is managed by Liu Wenliang, who has nearly 10 years of management experience [1] Group 2 - Hongta Hongtu Shengshang One-Year Regular Open Bond is managed by Yang Xingfeng, who has extensive experience in investment management since 2006 [2] - The top five holdings of this fund are all government bonds, with the top ten stocks including companies like Gaozheng Minbao and Xizang Tianlu [2] - Other notable funds that increased in July include Huashang Convertible Bond A and C, and Huashang Ruixin Regular Open Bond, with increases of 6.97%, 6.93%, and 6.63% respectively [2] Group 3 - Zhang Yongzhi, who manages Huashang Convertible Bond, has 14 years of public fund management experience and focuses on undervalued stocks [3] - The funds that saw increases in July also included Huabao Enhanced Income Bond A and B, and Everbright Credit Enhanced Bond A and C, all rising over 6% [3] - Only 13 bond funds experienced declines of over 1% in July, primarily those holding financial bonds [3]