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前海开源一带一路混合增聘王思岳 成立10年亏损逾35%
Zhong Guo Jing Ji Wang· 2025-12-25 07:59
| 基金名称 | 前海开源一带一路主题精选灵活配置混合型证 | | --- | --- | | | 券投资基金 | | 基金简称 | 前海开源一带一路混合 | | 基金主代码 | 001209 | | 基金管理人名称 | 前海开源基金管理有限公司 | | 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 | 增聘基金经理 | | 新任基金经理姓名 | 王思岳 | | 共同管理本基金的其他基金经理姓名 | 吴国清 | (责任编辑:康博) 王思岳2016年4月至2016年12月任景顺长城基金管理有限公司风险控制助理;2016年12月至2018年5 月任景顺长城基金管理有限公司稽核助理;2018年5月加盟前海开源基金管理有限公司,曾任研究员, 现任公司基金经理。 前海开源一带一路混合A/C成立于2015年4月29日和2015年11月16日,截至2025年12月24日,其今 年来收益率为4.79%、4.72%,成立来收益率为-40.90%、-35.60%,累计净值为0.5910元、0.6440元。 中国经济网北京12月25日讯 今日,前海开源基金公告,前海开源一带一路混合增聘王思岳。 ...
前海开源吴国清:打破周期边界
Sou Hu Cai Jing· 2025-05-22 13:06
Core Viewpoint - The article discusses the investment journey of Wu Guoqing, a fund manager at Qianhai Kaiyuan, highlighting his transition from traditional cyclical investments to a focus on cyclical growth, which has led to significant performance improvements in 2023 [1][4]. Investment Background - Wu Guoqing holds a PhD in Economic Management from Tsinghua University and began his career as a researcher in the pharmaceutical industry before shifting to gold and non-ferrous metals, focusing on cyclical stocks [2]. - His management career started in 2013 at Southern Fund, where he managed enterprise annuities and specialized accounts, later joining Qianhai Kaiyuan Fund in 2015 to focus on public fund management [3]. Performance Highlights - Wu has achieved continuous positive returns for six years, with a notable performance surge in 2023, where his fund, Qianhai Kaiyuan Jiaxin Mixed Fund, recorded a 57% return, placing it among the top active equity funds [4][5]. - His performance over the years shows a mix of traditional cyclical investment returns and a gradual shift towards cyclical growth, with specific annual returns detailed as follows: - 2018: -8.12% - 2019: +23.12% - 2020: +39.21% - 2021: +18.36% - 2022: +0.33% - 2023: +1.99% - 2024: +1.11% - 2025 (YTD): +25.51% [4]. Strategy Evolution - Wu began expanding his traditional cyclical investment framework to include cyclical growth in 2020, which has now proven successful in 2023 [4][5]. - His approach includes a significant overhaul of the Qianhai Kaiyuan Jiaxin Mixed Fund, integrating cyclical growth strategies into its portfolio, focusing on sectors like robotics, automotive, and power equipment [5]. Investment Style - Wu's current investment style is characterized by a dual focus on cyclical growth while maintaining some traditional cyclical strategies in other funds, indicating a cautious and gradual approach to expanding his investment capabilities [8]. - The Qianhai Kaiyuan Jiaxin Mixed Fund is fully invested in cyclical growth, while another fund maintains a balance between gold and cyclical growth, showcasing a blend of defensive and offensive strategies [8].