兴全安泰平衡养老(FOF)A
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近三年FOF业绩红榜:国泰民安养老2040三年A回报超34% 兴全、易方达两只产品均涨超19%
Xin Lang Cai Jing· 2026-01-07 07:41
专题:2025基金年终大盘点:冠军基年内狂飙233%,主动权益重获主导,全行业规模逼近36万亿新高 近三年FOF业绩红榜:国泰民安养老2040三年A回报超34% 兴全、易方达两只产品上榜 拉长时间看,近三年表现领先的FOF多为积极型养老产品。国泰民安养老2040三年A(007231.OF) 以近三年34.33%的回报位居榜首, 该基金自2019年7月成立以来总回报为7.03%,规模1.05亿元,由曾辉管理。鹏华养老2045三年A(007271.OF) 以28.76%的回报紧随其 后,成立以来回报为8.37%。广发养老2050五年持有A(007250.OF) 回报为22.13%。 | | 序号 基金代码 | 基金简称 | 近三年回报[%] | 成立以来回报 | 基金规模合计 | | 基金成立日 基金经理(现任) | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | [%] | [亿元] | | | | 1 | 007231.OF | 国泰民安养老2040三年A | 34.33 | 7.03 | 1.05 | 2019-07-16 | 曾辉 | ...
养老星球|12只养老目标基金二季度份额增长超100%;指数基金Y份额规模显著提升
Sou Hu Cai Jing· 2025-07-22 10:42
Group 1 - In the second quarter, 12 pension target funds experienced a growth in shares exceeding 100% [2][6] - Some of the funds with significant growth had initially small sizes, resulting in substantial percentage increases even with modest absolute growth [5] - Notably, several funds saw increases of over 50 million shares, including Zhongou Pension 2025 and Invesco Great Wall Conservative Pension [6] Group 2 - Nine pension target funds experienced a notable decrease in shares, with reductions exceeding 30% [6] - The fund "Caitong Asset Management Kangze Stable Pension Target One-Year Holding Mixed (FOF) A" saw over 300 million shares redeemed in a single quarter [6] Group 3 - As of the end of the second quarter, 85 index funds had a cumulative share of approximately 1.366 billion shares, with a total scale of about 1.576 billion yuan, showing significant growth compared to the previous quarter [13] - The share count for index funds increased from 1.049 billion shares and a scale of 1.186 billion yuan in the first quarter [13] - Eight products exceeded 50 million yuan in scale, with two products surpassing 100 million yuan, namely Huatai-PB Dividend Low Volatility ETF and E Fund Sci-Tech 50 ETF [13]