Core Insights - In the first ten months of the year, 92% of the 6,758 comparable bond funds reported positive performance, with 6,221 funds increasing in value [1] - The top three performing funds were Southern Changyuan Convertible Bond A, Southern Changyuan Convertible Bond C, and Huaxia Convertible Bond Enhanced A, with increases of 39.23%, 38.65%, and 30.30% respectively [1] - The overall performance of bond funds has been strong, with only seven funds experiencing a decline of over 3% [4] Fund Performance - Southern Changyuan Convertible Bond A and C had significant holdings in convertible bonds, with 81.90% and 16.21% in stocks, respectively [1] - Huaxia Convertible Bond Enhanced, managed by He Jiaqi, has a focus on technology stocks, benefiting from the sector's growth [2] - Penghua Convertible Bond A, managed by Wang Shiqian, also showed strong performance with a 29.97% increase, focusing on convertible bonds and high-performing stocks [3] Manager Experience - Liu Wenliang, the manager of Southern Changyuan Convertible Bond, has over 10 years of experience in the industry [1] - He Jiaqi, managing Huaxia Convertible Bond Enhanced, has over 9 years of experience [2] - Wang Shiqian, managing Penghua Convertible Bond A, has more than 7 years of experience [3] Declining Funds - The funds with the largest declines were primarily long-term pure bond funds, with the largest drop being 3.65% for Minsheng Jia Yin Rui Xia One-Year Open Bond [4] - Other declining funds included Shanzheng Zichan Yuli and Hongta Hongtu Shengxing, with declines ranging from 2.44% to 2.95% [4]

Group 1 - In the first three quarters of this year, 80% of the 6787 comparable bond funds reported positive performance, with 5419 funds increasing in value, 45 remaining flat, and 1323 declining [1] - The top-performing funds include Southern Changyuan Convertible Bond A and C, with increases of 44.21% and 43.66% respectively, managed by Liu Wenliang, who has over 10 years of experience [1] - Other notable funds with over 30% growth include Jin Ying Yuan Feng Bond, Huaxia Convertible Bond Enhanced, and Penghua Convertible Bond, with increases ranging from 30.77% to 34.03% [2] Group 2 - Penghua Convertible Bond A, D, and C saw increases of 33.03%, 33.03%, and 32.83% respectively, managed by Wang Shiqian, who has over 7 years of experience [2] - Huaxia Convertible Bond Enhanced A and C, along with Boshi Convertible Bond Enhanced A and C, also reported significant increases, with growth rates between 30.77% and 32.97% [2] - The top holdings for these funds include various convertible bonds and stocks in the semiconductor sector, indicating a strategic focus on high-growth industries [2] Group 3 - The overall decline in bond funds was limited, with only five funds dropping more than 6%, including Dongfang Zhuoxing 18-month open bond C and A, which fell by -6.83% and -6.76% respectively [3] - The Dongfang Zhuoxing 18-month bond is managed by a team with varying levels of experience, with Liu Changjun having nearly 8 years in management [3] - The fund's asset allocation includes a significant portion in medium-term notes and corporate bonds, indicating a conservative investment strategy [3] Group 4 - Other funds with notable declines include Nanhua Ruitai 39-month open A and C, and Minsheng Jiayin Ruixia one-year open bond, all experiencing declines of over 5% [4]

中国经济网北京10月13日讯 （记者 康博） 今年9月份，剔除净值异动的债券型基金后，在有可比 业绩的7344只（各份额分开计算，下同）债券型基金中，业绩实现上涨的共有3326只，占比45%，另有 162只持平，3856只下跌。 工银可转债优选债券A、工银可转债优选债券C以8.48%和8.45%的涨幅居首。资料显示，该基金由 陈涵管理，其2011年加入工银瑞信，曾任固定收益部宏观利率、信用策略研究员、专户投资部投资经 理，现任固定收益部基金经理。陈涵从2019年起管理公募基金，至今已有6年。 该基金以转债为主，二季度前五大持仓债券为洪城转债、兴业转债、上银转债、齐鲁转债、25国债 01，另持有山东黄金、山金国际、紫金矿业、宁德时代、华翔股份、株冶集团、赤峰黄金、中国稀土、 宏创控股、先导智能等个股。 此外，明亚稳利3个月持有期债券C、明亚稳利3个月持有期债券A、民生加银瑞夏一年定开债券发 起式、汇安稳裕债券C、鹏扬30年国债ETF、汇安稳裕债券A等多只债券跌幅则超过了2.5%。 | | 名称 | | 复权单位净 累计单位 规模 亿 | 名称 | 复权单位净 | 露计康 | 规模 亿 | | --- | --- ...