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昔日百亿基金经理卸任多只产品!业绩欠佳背后藏何隐情?
Sou Hu Cai Jing· 2025-08-07 06:32
Core Viewpoint - The recent resignation of star fund manager Yang Siliang from multiple funds at Baoying Fund highlights significant changes in the management structure and raises questions about the future performance of the affected funds [2][3][4]. Group 1: Fund Manager Resignation - Yang Siliang has resigned from the management of four funds: Baoying New Value, Baoying Quality Selection, Baoying Enhanced Income, and Baoying Advantage Industry, due to internal adjustments [2][3]. - Following his resignation, the management of these funds has been reassigned to other managers, with a focus on maintaining investment strategy continuity [3][4]. - Yang Siliang's current management count has decreased to three funds, with a total management scale of only 709 million yuan [2][7]. Group 2: Fund Performance - The funds managed by Yang Siliang have shown poor performance this year, with year-to-date returns of -2.4%, -2.73%, -0.71%, and -2.56% for the respective funds, placing them in the lower half of their peer rankings [4][7]. - Despite positive returns during his tenure, the recent performance has been attributed to market volatility and sector shifts, particularly in the consumer industry [7][9]. - The top holdings of the remaining funds include major liquor companies, which have faced challenges this year, with the liquor index down by 8.4% [8][9]. Group 3: Management Scale and Investor Sentiment - Yang Siliang's management scale has significantly decreased, with a drop from over 10 billion yuan to 709 million yuan, influenced by market fluctuations and investor behavior [6][7]. - Baoying Fund has indicated that they are enhancing research support and optimizing client services to maintain investor confidence and mitigate redemption impacts [6][9].
重仓白酒,宝盈基金昔日百亿基金经理离任4只基金
Sou Hu Cai Jing· 2025-08-05 10:12
这4只基金的合计管理规模高达63.38亿元。目前杨思亮手里只剩下3只基金,而且这3只基金的规模都比较小,合计只有7.09亿元。 8月2日,宝盈基金发布公告,公司知名基金经理杨思亮,一口气卸任了4只基金的基金经理职位。 可以说,杨思亮已经交出了在宝盈基金的绝大部分基金的管理权限。 | 产品名称 | 投资类型 | 任职日期 | 离任日期 | 任职回报 | 年化回报 | 回报排名 | 合计规模(亿元) | | --- | --- | --- | --- | --- | --- | --- | --- | | 宝盈消费主题 | :灵活配置型 | 2018-10-25 | - | 144.29% | 14.07% | 222/1611 | 3.18 | | 元朝廷監監郎 | 普通股票型 | 2021-12-03 | -- | 13.62% | 3.54% | 66/663 | 2.25 | | 宝盈价值成长A | 偏股混合型 | 2024-06-04 | -- | 8.71% | 7.40% | 3096/4263 | 1.66 | | 宝盈新价值A | 灵活配置型 | 2020-04-09 | 2025-08-02 ...