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规模增长近60倍!这只“固收+”精品破局而出
经济观察报· 2025-10-29 13:18
Core Viewpoint - The article highlights the significant growth of the Southern Fund's "Fixed Income +" product, specifically the Southern Jinxiang Stable Income Bond Fund, which has seen its scale increase nearly 60 times in the past year, surpassing 10 billion yuan, reflecting strong market recognition of the fund's investment capabilities and the effectiveness of the "优生优养计划" [1][2][4] Group 1: Fund Performance and Strategy - The Southern Jinxiang fund's management scale surged from 1.89 million yuan at the end of Q3 2024 to over 10 billion yuan by Q3 2025, indicating a remarkable growth trajectory [2] - The fund employs a differentiated investment strategy based on macroeconomic trends, balancing equity and debt investments to manage risks while capturing market opportunities, thus aligning with current market demands for low volatility and stable returns [4][6] - The fund has consistently outperformed its performance benchmark across various time frames, maintaining a low maximum drawdown since its inception, showcasing superior risk-adjusted returns compared to peers [4] Group 2: Research and Team Support - The growth and performance of the Southern Jinxiang fund are supported by a robust mixed asset investment team with over 20 years of experience, leveraging an integrated research platform for effective resource fusion [6] - The team employs a "cross-asset integration + specialization" model, allowing for efficient transformation of research outcomes into investment strategies, thereby enhancing the fund's performance [6] Group 3: "优生优养计划" and Future Outlook - The "优生优养计划" aims to create a virtuous cycle of fund performance and investor experience by aligning fund products with investor needs and providing comprehensive support throughout the investment lifecycle [8] - The increasing demand for wealth management services among residents, driven by economic growth and rising income levels, positions the public fund industry to enhance its service capabilities and improve investor satisfaction [9]