Core Viewpoint - Liu Jian has been promoted to Vice General Manager of Tongtai Fund, reflecting the trend of talent incentives in the public fund industry, particularly the "performance-based promotion" approach [1][15]. Group 1: Promotion Details - Liu Jian officially assumed the role of Vice General Manager on July 18, 2025, after being appointed as Assistant General Manager at the end of 2024 [1][4]. - His career path includes significant roles at Hang Seng Bank (China) and various fund management companies, showcasing a strong background in product development and asset allocation [3][4]. Group 2: Performance Overview - As of July 18, 2025, Liu Jian manages two funds with a total scale of 273 million yuan, both of which have underperformed compared to the CSI 300 index [5][11]. - The "Tongtai Preferred Allocation" fund has a total return of -11.14% since its inception in October 2021, ranking 11th out of 47 in its category, while the "Tongtai Active Allocation" fund has a total return of -2.31% since its inception in November 2022, ranking 3rd out of 12 [5][11]. Group 3: Investment Strategy - Liu Jian's investment strategy combines ETFs and active management, focusing on a diversified asset allocation approach [11][12]. - The top holdings in the "Tongtai Preferred Allocation" fund include various ETFs covering high-dividend Hong Kong stocks, gold, and long-term government bonds, while the "Tongtai Active Allocation" fund emphasizes equity funds in healthcare and consumer sectors [11][12]. Group 4: Future Outlook - Liu Jian anticipates a complex macroeconomic environment with potential structural investment opportunities, particularly in dividends and gold, amidst ongoing geopolitical tensions and economic recovery [16]. - As of June 2025, Tongtai Fund achieved a 20.64% return, placing it among the top five in the industry, indicating a strong focus on research performance and talent development [16].

同泰产业升级可能是当前市场上最小的一只基金了。 | 基金名称 | 类型 | ↑ 规模(亿) | 成立年限 基金经理 | | --- | --- | --- | --- | | 中银瑞福浮动净值型A | 货币市场型基金 | 0 | 5.80 范静 | | 嘉实6个月理财A | 短期纯债型其金 | 0 | 5.81 韩昭,李瞳 | | 华夏鼎佳A | 中长期纯债型其金 | 0 | 5.19 张海静 | | 格林聚利增强一个月持有A | 混合债券型二级 ... | 0 | 0.77 冯翰尊 | | 同泰产业升级A | 偏股混合型基金 | O | 3.26 王秀 | | 国寿安保裕丰A | 偏债混合型其金 | 0 | 3.97 谢夫,葛佳 | | 财通安盈A | 偏债混合型基金 | 0 | 4.59 沈犁 | | 高荣福耀A | 偏股混合型其金 | 0 | 3.50 李黄海 | | 前海联合新思路A | 灵活配置型其金 | 0 | 8.63 张文,张磊 | | 前海联合淳安3年定开债券 | 中长期纯债型其金 | 0 | 5.59 张文 | | 格林泓利A | 混合债券型二级 ... | O | 4.90 柳杨 | | ...