光大阳光智造混合
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成立5年亏损33%,李公民离任光大证券阳光智造混合基金
Guan Cha Zhe Wang· 2025-09-28 05:46
Core Points - Shanghai Everbright Securities Asset Management Co., Ltd. announced the dismissal of fund manager Li Gongmin for the Everbright Sunshine Intelligent Manufacturing Mixed Asset Management Plan due to business adjustments [1][2][3] - The change was executed in accordance with the "Measures for the Disclosure of Information on Publicly Raised Securities Investment Funds" and has been filed with the China Securities Regulatory Commission [1][2] Fund Information - Fund Name: Everbright Sunshine Intelligent Manufacturing Mixed Asset Management Plan [2] - Fund Code: 860018 [2] - Other Co-Managers: Rao Yuchen [2] - Dismissed Manager: Li Gongmin [2] Manager Background - Li Gongmin, with a Master's degree in Economics from Nanjing University, has held various positions in the securities and asset management industry [4] - He joined Shanghai Everbright Securities Asset Management Co., Ltd. in 2022 and served as the fund manager for the Everbright Sunshine Intelligent Manufacturing Mixed Asset Management Plan from July 29, 2022, until his departure [4] Fund Performance - The fund was established on June 30, 2020, and as of September 24, 2025, it reported year-to-date returns of 18.96%, 18.95%, and 18.61% for classes A, B, and C respectively [4] - Since inception, the fund has recorded returns of -33.25%, -33.26%, and -34.67% for classes A, B, and C respectively [4] - Li Gongmin's tenure resulted in returns of -23.75%, -23.75%, and -24.72% for classes A, B, and C respectively [4]
李公民离任光大阳光智造混合基金 成立5年亏损33%
Zhong Guo Jing Ji Wang· 2025-09-25 07:59
Group 1 - The announcement from Shanghai Everbright Securities Asset Management indicates that Li Gongmin has left his position as the fund manager of Everbright Sunshine Intelligent Manufacturing Mixed Fund [1][2] - Li Gongmin has a diverse background, having worked as a researcher at Huaxi Securities, China Merchants Securities, and various fund management companies before joining Shanghai Everbright Securities in 2022 [1] - The Everbright Sunshine Intelligent Manufacturing Mixed Fund A/B/C, established on June 30, 2020, has reported year-to-date returns of 18.96%, 18.95%, and 18.61%, while its cumulative returns since inception are -33.25%, -33.26%, and -34.67% respectively [1] Group 2 - The fund is managed by Shanghai Everbright Securities Asset Management Co., Ltd., and the change in fund manager is classified as a dismissal [2] - The fund's main code is 860018, and it operates under the regulations of the "Publicly Raised Securities Investment Fund Information Disclosure Management Measures" [2] - The other co-manager of the fund is Rao Yuchen, who will continue to manage the fund following Li Gongmin's departure [2]
密集人事调整!光证资管高层又出新变动:车飞升任副总经理
Hua Xia Shi Bao· 2025-09-10 10:46
Group 1 - The core point of the article is the recent management changes at Shanghai Everbright Securities Asset Management Co., Ltd. (Everbright Asset Management), including the appointment of Che Fei as the new deputy general manager effective September 8, 2025 [2][3] - Che Fei has a diverse career background in credit rating, insurance asset management, and securities asset management, having held various positions in reputable firms before joining Everbright Asset Management in 2017 [3] - The company has undergone significant personnel changes recently, including the change of its legal representative and chairman, with Qiao Zhen taking over as the legal representative from August 27, 2025 [3][4] Group 2 - As of September 9, 2023, Everbright Asset Management's total managed scale reached 31.653 billion yuan, operating 31 public fund products, with a research team of 8 fund managers [5] - The company's net asset scale has shown a steady increase from 24.449 billion yuan in early 2022 to over 31.859 billion yuan since the fourth quarter of 2024, indicating a stable phase of business development [5] - All 31 products managed by Everbright Asset Management have shown positive returns over the past year, with several equity funds achieving returns exceeding 50% [5] Group 3 - In the fixed income product category, the "Everbright Sunshine Add Profit Bond" has achieved over 7% return in the past year, outperforming pure bond products [6] - The unique advantages of brokerage asset management include strong resource integration capabilities, flexible product design, and excellent customized service capabilities [6] - However, brokerage asset management also faces challenges such as limited appeal for research talent, increased compliance costs, lack of tax policy advantages, and liquidity issues with certain products [7]