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华夏银行入主节奏加速!北信瑞丰基金正式更名“华银基金”
21世纪经济报道记者 黎雨辰 11月19日,原北信瑞丰基金发布更名公告显示,自11月17日起,公司名称由"北信瑞丰基金管理有限公司"变更为"华银基金管理有限公司"。公告同时表 明,公司后续将对旗下公募基金产品名称进行相应变更。 同日,"北信瑞丰基金"官方公众号也发布了这一更名消息。记者注意到,截至发稿,华银基金多个官方平台的名称已完成变更,公司的新logo则与华夏银 行一致。 公开信息显示,华银基金截至今年三季度末的最新管理规模为207.9亿元。公司控股股东为北京信托,与华夏银行同属北京国资背景。华夏银行与北京信 托之间无直接股权控制关系,但近年来两机构的高管交流与输送十分密切。 有接近华银基金人士向21世纪经济报道记者表示,华夏银行一直有意通过谋求北信瑞丰基金股权来获得公募牌照。"(北信瑞丰)前董事长夏彬上任以 来,公司内部就已开始更换为和华夏银行相似的OA办公系统。"该人士称。 (图片来源:"北信瑞丰基金"公众号) 华夏银行谋求入主,高管变动频繁 华银基金成立于2014年3月17日,由北京国际信托有限公司与莱州瑞海投资有限公司共同发起设立,其中北京信托作为控股股东持股60%。 根据《华银基金管理有限公司基 ...
三季度超万只基金获“自己人”持有 部分产品斩获颇丰
Huan Qiu Wang· 2025-10-06 03:49
Group 1 - The equity market experienced a comprehensive rise in Q3 2025, benefiting both investors and fund companies as fund net values increased [1] - Employee holdings are primarily concentrated in stable products and those managed by star fund managers, with some equity funds showing significant returns in Q3 [1] Group 2 - As of mid-2025, there are 10,075 funds in the market with initial shares held by employees, with money market funds being the mainstay of employee holdings [3] - Among the top twenty funds, 16 are money market funds, with E Fund Cash Management holding 378 million shares, and other funds like Huatai-PB and CITIC Securities holding over 100 million shares each [3] - In the active equity category, Zhonggeng Value Pioneer leads with 197 million shares held by employees, followed by other funds with significant holdings [3] - Overall employee holdings slightly decreased to 6.029 billion shares by the end of Q2 compared to the end of the previous year due to profit-taking behavior [3] - Zhonggeng Value Pioneer heavily invested in Anjixin Food, achieving a net value increase of 13.31%, while Hengyue Advantage Selection's net value doubled [3]
涨超九成,这些“自己人”基金大赚
Zheng Quan Shi Bao· 2025-10-05 00:07
Core Insights - The third quarter saw a significant rise in equity markets, leading to an increase in fund net values, benefiting both investors and fund management employees [1] - Fund managers' internal holdings were concentrated in stable industry-focused funds, with some managers delivering exceptional performance, rewarding internal trust [1][6] - Notably, funds managed by Jin Zicai from Caitong Fund experienced approximately a 90% increase in the third quarter, indicating his strong influence within the company [1][6] Fund Holdings Overview - As of mid-2025, there are 10,075 fund products held by public fund employees, with a majority being stable money market funds [3] - Among the top twenty funds, sixteen are money market funds, with E Fund Cash Growth Money Fund having 378 million shares held by its employees [3] - Active equity products show that Zhonggeng Value Pioneer has the highest employee holdings at 197 million shares, followed by other notable funds [3][4] Performance of Active Equity Funds - The third quarter provided substantial returns for active equity funds, with Zhonggeng Value Pioneer seeing a net value increase of approximately 13.31% [6] - The fund's investment strategy focuses on low valuation and growth potential, aiming for long-term gains through careful stock selection [7] - Other funds, such as Hengyue Advantage Select, also achieved significant gains, with employee holdings reflecting confidence in these products [6][7] Employee Ownership Ratios - As of mid-2025, certain funds like Jinyuan Shun'an Xinyi and Dongfang Alpha Technology Select have over 99% of their shares held by employees, indicating strong internal support [8] - Newer funds with lower entry thresholds have seen high employee ownership ratios, reflecting confidence in their performance [8]