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2026年度固收类基金经理TOP50
Sou Hu Cai Jing· 2026-01-27 11:18
Core Insights - The article discusses the launch of the 2026 TOP50 fixed income fund manager ranking, highlighting the significant growth of "fixed income +" products in 2025 and the positive reputation of the ranking list [1][2]. Performance Summary - The average performance of various fund categories for 2025 shows that: - The average return for cash equivalent funds is 1.61%, compared to 1.30% for the Wind Money Market Fund Index [2]. - The short-term bond fund average return is 1.29%, slightly lower than the Wind Short-term Pure Bond Fund Index at 1.40% [2]. - The stable "fixed income +" average return is 4.75%, outperforming the non-pure bond index at 4.58% [2]. - The active "fixed income +" average return is 7.78%, exceeding the Wind Mixed Bond Fund Index at 6.53% [2]. - The balanced equity and bond fund average return is 20.41%, significantly higher than the Wind Balanced Mixed Fund Index at 16.77% [2]. Ranking Methodology - The ranking considers factors such as historical performance, excess return stability, maximum drawdown, Sharpe ratio, Calmar ratio, volatility, and qualitative analysis [3]. - The average management tenure of the selected fund managers is 10.43 years, with an average management scale of 32.38 billion [6]. - The list includes only 50 fund managers to avoid excessive homogeneity, with rankings not being prioritized [6]. Fund Classification - A unique classification method categorizes fixed income funds into five types based on risk exposure and return characteristics: 1. Cash alternative 2. Conservative income 3. Stable "fixed income +" 4. Active "fixed income +" 5. Balanced equity and bond [5]. Fund Manager Selection - The selection process excludes managers with less than five years of experience to ensure stability and risk control [6]. - Multi-manager configurations are considered due to the diverse asset classes involved in fixed income funds [6]. - The list excludes dollar-denominated bonds and money market funds, while including mixed bond fund of funds (FOF) due to the importance of asset allocation [7].
谢创离任创金合信基金旗下3只基金
Zhong Guo Jing Ji Wang· 2025-12-23 08:02
| 基金名称 | 创金合信恒宁30天滚动持有短债债券型 | | --- | --- | | | 证券投资基金 | | 基金简称 | 创金合信恒宁30天滚动持有短债 | | 基金主代码 | 013728 | | 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 | 谢创 | | 共同管理本基金的其他基金经理姓名 | 黄佳祥 | 中国经济网北京12月23日讯 今日,创金合信基金公告,谢创离任创金合信恒宁30天滚动持有短 债、创金合信鑫日享短债债券、创金合信恒利超短债债券。 谢创2015年7月加入创金合信基金管理有限公司,曾任交易部交易员、固定收益部基金经理助理、 固定收益部总监助理、基金经理。 创金合信恒宁30天滚动持有短债A/C成立于2021年12月30日,截至2025年12月22日,其今年来收益 率为1.81%、1.62%,成立来收益率为11.59%、10.66%,累计净值为1.1159元、1.1066元。 创金合信鑫日享短债债券A/ ...