嘉实稳宏

Search documents
“固收+”基金规模增至1.9万亿元 年内增幅达15.34%
Zheng Quan Ri Bao Wang· 2025-08-27 06:13
据了解,在近一年业绩表现中,嘉实基金多只产品为了持有人带来较好体验,如嘉实稳盛回撤为 0.52%,近一年收益率达5.4%;嘉实双季兴享6个月回撤为0.5251%,近一年收益率为7.15%;嘉实双季 欣享6个月回撤为0.5365%,近一年收益率为5.22%。整体来看,回撤与收益兼顾,也为投资者带来较好 持有体验。 数据显示,截至目前,有1750余只"固收+"产品平均收益达3%,有290余只产品平均收益率超5%,这反 映出投资者风险偏好的系统性抬升,以及对"稳健增值"诉求的升级。以嘉实基金为例,旗下共有25只混 合债券型基金(二级)产品,近一年收益率全部超3.4%(子份额分开统计);其中,嘉实稳宏近一年 收益率高达27.51%,嘉实多利收益近一年收益率为19.83%,嘉实稳怡近一年收益率为13.13%,多只产 品展现出强大的适应性与盈利能力。 据悉,"固收+"的本质是在控制回撤的前提下,通过多资产协同增效,实现中长期可持续的稳健回报。 嘉实基金相关人士介绍说,公司的"固收+"产品线,围绕不同客户的风险偏好与收益预期,布局了多元 化产品,既有满足理财替代需求、中长期稳健收益、低回撤的低波动"固收+",也有具有一定风 ...
低利率时代的理财解法 固收+正迎新机遇
Jing Ji Guan Cha Wang· 2025-08-27 05:54
Core Insights - The "Fixed Income +" strategy is regaining prominence in the investment landscape, showcasing its advantages in balancing risk and return amidst market fluctuations [2][5][8] Group 1: Market Trends - The equity market is recovering while the bond market experiences volatility, highlighting the strategic benefits of Fixed Income + products that combine equity and debt [2] - As of August 2023, the total scale of Fixed Income + funds reached 1.55 trillion yuan, reflecting a 7.1% increase from the previous quarter, with nearly 10 new funds established in August alone, raising over 10 billion yuan [2][3] Group 2: Performance Metrics - In the low-interest-rate environment, Fixed Income + products have shown significant growth, with over 2.476 billion yuan added to their scale in the first half of 2023 [3] - Over the past year, 1,755 Fixed Income + products achieved returns of at least 3%, and 1,378 products exceeded a 5% return [3] Group 3: Investor Behavior - The rapid growth of Fixed Income + products indicates a systemic increase in investor risk appetite and a heightened demand for stable value appreciation [4] - Investors are increasingly focused on the overall investment experience, including drawdown levels and volatility, rather than just absolute returns [7] Group 4: Product Strategy - The essence of Fixed Income + lies in constructing a diversified investment structure that aims for sustainable returns while managing risks [6] - Different types of Fixed Income + products cater to varying risk preferences and return expectations, ranging from low-volatility to high-volatility options [6] Group 5: Future Outlook - The development of Fixed Income + will shift from being scale-driven to capability-driven, emphasizing the importance of strong macroeconomic analysis and credit evaluation skills among fund managers [7]