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创金合信产业臻选平衡混合
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李游离任创金合信基金旗下2只混基
Zhong Guo Jing Ji Wang· 2025-08-29 08:20
中国经济网北京8月29日讯 今日,创金合信基金公告,李游离任创金合信兴选产业趋势混合、创金 合信产业臻选平衡混合。 李游曾在五矿期货有限公司、华创证券有限责任公司、第一创业证券股份有限公司任研究员,2014 年8月加入创金合信基金管理有限公司任研究部行业研究员,现任基金经理。 创金合信兴选产业趋势混合A/C成立于2022年8月2日,截至2025年8月28日,其今年来收益率为 23.64%、23.24%,成立来收益率为10.92%、9.18%,累计净值为1.1092元、1.0918元。 | 基金名称 | 创金合信兴选产业趋势混合型证券投资 | | --- | --- | | | 非金 | | 基金简称 | 创金合信兴选产业趋势混合 | | 基金主代码 | 014408 | | 基金管理人名称 | 创金合信基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理 | | | 办法》 | | 基金经理变更类型 | 解聘基金经理 | | 新任基金经理姓名 | | | 离任基金经理姓名 | 李游 | | 共同管理本基金的其他基金经理姓名 | 张小翔 | | 基金名称 | 创金合信产业绩选平衡混合型证券 ...
创金合信鑫祥规模告急,双基金经理也难保住?
Sou Hu Cai Jing· 2025-04-01 03:01
Core Viewpoint - The article discusses the challenges faced by the Chuangjin Hexin Xinxiang fund, which is on the verge of liquidation despite having positive annual returns since its inception, highlighting the impact of fund manager reputation and market conditions on fund performance [2][4][5]. Fund Performance - The Chuangjin Hexin Xinxiang fund has consistently achieved positive returns since its establishment on February 4, 2021, with annual returns of 2.71% in 2022 (31st out of 1008 funds), 3.66% in 2023 (65th out of 1184 funds), and 5.70% in 2024 (594th out of 1319 funds) [4]. - As of March 21, 2025, the fund's latest net value is 1.2052 yuan, with a year-to-date growth rate of 1.51%, ranking 358th out of 1378 funds [4]. Fund Management - The fund is managed by two fund managers, Huang Tao and Liu Runzhe, who have been in charge since the fund's inception. Huang Tao is responsible for equity investments, while Liu Runzhe handles fixed income [5][6]. - Huang Tao has nearly 5 years of experience managing 5 products with a total asset scale of approximately 825 million yuan, while Liu Runzhe has about 2.5 years of experience managing 2 products with a total asset scale of around 136 million yuan [6][7]. Market Conditions - The fund's performance is contrasted with the strong performance of equity funds benefiting from the technology stock rally, indicating a "stock-bond seesaw effect" where fixed income and mixed funds are struggling [2][4]. - The fund's recent quarterly report shows a balanced allocation in both equity and bond holdings, with significant positions in stocks like BYD and Zijin Mining, which have seen over 15% gains this year [4].