宏利转型机遇股票

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明星经理离任后旗舰产品大跌,宏利基金陷人才流失后遗症
Hua Xia Shi Bao· 2025-06-13 06:56
Core Viewpoint - Manulife Fund is facing significant challenges due to the departure of key investment personnel, leading to a decline in fund performance and investor confidence [1][3][5]. Group 1: Key Personnel Changes - Star fund manager Wang Peng left Manulife Fund in January 2025, resigning from six products, which has raised concerns about the company's investment research capabilities [3][5]. - Wang Peng's successor, Zhuang Tengfei, also left shortly after taking over, indicating instability within the management team [1][3]. - Former General Manager Gao Guixin transitioned to a new role within two years, further highlighting the turnover in leadership [3]. Group 2: Fund Performance - After Wang Peng's departure, the flagship product "Manulife Transformation Opportunity" managed by Meng Jie saw a net value drop of nearly 14%, with assets decreasing by 20% [1][6]. - Meng Jie, who took over on January 23, 2025, managed to increase the total assets under management from approximately 2 billion to over 5 billion, but the performance has been disappointing [6][7]. - The "Manulife Wise and Steady Mixed Fund" managed by Meng Jie has also reported continuous losses from 2022 to 2024, with poor rankings among peers [8][10]. Group 3: Historical Context - Manulife Fund, established in 2002, was one of the first joint venture fund management companies in China, transitioning to a wholly foreign-owned entity in 2022 [4][3]. - The shift in ownership structure reflects broader trends in the Chinese fund industry, where many joint ventures have moved to foreign ownership following the lifting of restrictions on foreign stakes [4].
4月份金鹰基金旗下8只基金跌超8% 均为老将管理
Sou Hu Cai Jing· 2025-05-08 08:34
中国经济网北京5月8日讯 据同花顺iFinD数据显示,2025年4月份,金鹰基金公司旗下共有8只基金(各份额分开 计算,下同)跌幅超过8%。 金鹰转型动力混合以-11.86%的表现垫底,该基金的基金经理为杨凡与李龙杰,而金鹰智慧生活混合C、A以 11.82%、11.78%的跌幅紧随其后,其基金经理为杨凡和张展华。 而该公司明星基金经理韩广哲管理的金鹰时代领航一年持有混合C、金鹰时代领航一年持有混合A、金鹰改革红 利混合则分别下跌8.83%、8.79%、8.58%。这其中,成立于2022年9月6日的金鹰时代领航一年持有混合的累计 收益率跌幅接近四成。 | 金鹰时代领航一年持有混合A(015293) | | | | --- | --- | --- | | 单位净值(2025-05-07) | 累计净值 | | | 0.6147 -0.28% | 0.6147 | | | 近1月:7.05% | 近3月: - 10.38% | 沂6月: -23.15% | | 近1年:-14.93% | 近3年:一 | 成立来:-38.53% | | 金鹰时代领航一年持有混合C(015294) | | | | 单位净值(2025- ...