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国联基金权益部门大洗牌
Shen Zhen Shang Bao· 2025-09-17 06:43
具体来看,柯海东离任前还任国联基金权益投资部总监。任职回报方面,他在今年9月卸任的产品任职 回报均为正,其中国联竞争优势与国联策略优选混合A6年多的任职回报均超过2倍;国联消费精选混合 A、国联匠心优选混合A、国联鑫锐精选一年持有混合A等产品实现正收益。因此,柯海东的离任一度 引起市场关注。 去年末,国联证券与民生证券合并事宜落地。今年初,国联基金将原"权益投资部"与"研究部"合并,并 组建"权益投研部",下设"公募部"和"专户部"。随后公司投研团队变动频繁,年内离任的多为权益基金 经理。 同花顺(300033)数据显示,国联基金今年以来有7名基金经理离任,其中5人均在下半年离任:丁鹏飞 与罗汇分别在今年7月中旬与8月下旬离任,而9月才过去半个月,杜伟、柯海东、骆尖3名基金经理陆续 在5日、8日与9日离任。从任职年限看,后面3名基金经理相对资深,3人的基金经理任职年限分别接近4 年半、10年、5年。 【深圳商报讯】(记者 詹钰叶)今年以来,国联基金投研团队频繁变动,权益基金经理扎堆离任。 今年以来公司新聘了7名基金经理,除靳晓龙外,其余6名基金经理均为新人,此前无公开的公募产品管 理经验。数据显示,截至目前, ...
权益基金经理扎堆离任 国联基金权益部门大洗牌
Zhong Guo Jing Ji Wang· 2025-09-17 01:31
Group 1 - The core viewpoint of the articles highlights significant changes in the management team of Guolian Fund, particularly in the equity fund manager segment, with a notable number of departures this year [1][2] - Guolian Fund has seen a total of 7 fund managers leave this year, with 5 of them departing in the second half of the year, indicating a trend of instability within the team [1] - The recent restructuring involved merging the "Equity Investment Department" and the "Research Department" into a new "Equity Research Department," which may have contributed to the turnover [1] Group 2 - The company has hired 7 new fund managers this year, with 6 of them being newcomers without prior public fund management experience, reflecting a shift in talent acquisition strategy [2] - Currently, Guolian Fund has 29 fund managers, with an average tenure of 2 years and 18 days, which is below the industry average of 2 years and 104 days, indicating a relatively inexperienced team [2] - Among the 29 fund managers, 10 have less than 2 years of experience, with 7 being equity fund managers, further emphasizing the challenges in maintaining experienced personnel [2]
柯海东离任国联策略优选国联竞争优势国联消费精选
Zhong Guo Jing Ji Wang· 2025-09-11 07:54
Core Viewpoint - The announcement from Guolian Fund indicates the departure of Ke Haidong from multiple funds, which may impact the management and performance of these funds in the future [1][2][3] Group 1: Fund Performance - Guolian Strategy Preferred Mixed Fund A/C, established on May 8, 2019, has a year-to-date return of 35.54% and a cumulative return since inception of 206.37%, with a net asset value of 2.8963 yuan [1] - Guolian Competitive Advantage Fund, established on September 7, 2016, has a year-to-date return of 36.72% and a cumulative return since inception of 131.92%, with a net asset value of 2.3192 yuan [1] - Guolian Consumer Selected Mixed Fund A/C, established on June 2, 2023, has a year-to-date return of 36.54% and a cumulative return since inception of 15.12%, with a net asset value of 1.1512 yuan [1] Group 2: Fund Manager Changes - Ke Haidong has been dismissed as the fund manager for Guolian Strategy Preferred Mixed Fund and Guolian Competitive Advantage Fund, with other managers continuing to oversee these funds [2][3] - The announcement follows regulatory guidelines for the disclosure of information regarding fund management personnel [2][3]