宝盈融源可转债债券

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宝盈基金固收部总经理邓栋离任旗下6只基金
Zhong Guo Jing Ji Wang· 2025-08-25 08:08
Core Viewpoint - The recent announcement from Baoying Fund indicates the departure of Deng Dong from multiple bond funds, which may impact the management and performance of these funds moving forward [1][2][3][4] Fund Performance Summary - **Baoying Yingtai Pure Bond Fund**: - Established on June 20, 2018 - Year-to-date return: 1.41% (A), 1.32% (C) - Since inception return: 21.61% (A), 11.90% (C) - Cumulative net value: 1.2106 (A), 1.1763 (C) [1] - **Baoying Rongyuan Convertible Bond Fund**: - Established on September 4, 2019 - Year-to-date return: 21.25% (A), 21.03% (C) - Since inception return: 40.80% (A), 38.30% (C) - Cumulative net value: 1.4080 (A), 1.3830 (C) [1][2] - **Baoying Jufeng Two-Year Fixed Open Bond Fund**: - Established on September 27, 2019 - Year-to-date return: 1.53% (A), 1.34% (C) - Since inception return: 19.55% (A), 17.43% (C) - Cumulative net value: 1.1925 (A), 1.1717 (C) [2] - **Baoying Enhanced Income Bond Fund**: - Established on May 15, 2008 - Year-to-date return: -0.80% (A), -1.05% (B), 0.00% (C) - Since inception return: 156.18% (A), 129.77% (B) - Cumulative net value: 2.1390 (A), 2.0205 (B) [2][4] - **Baoying Xiangqing 9-Month Holding Mixed Fund**: - Established on August 3, 2021 - Year-to-date return: 0.77% (A), 0.50% (C) - Since inception return: -5.90% (A), -7.42% (C) - Cumulative net value: 0.9410 (A), 0.9258 (C) [2][4] - **Baoying Antai Short Bond Fund**: - Established on December 7, 2018 - Year-to-date return: 1.09% (A), 0.90% (C) - Since inception return: 23.45% (A), 21.01% (C) - Cumulative net value: 1.2286 (A), 1.2049 (C) [2][4] Management Changes - Deng Dong has been dismissed as the fund manager for multiple funds including Baoying Yingtai Pure Bond Fund, Baoying Rongyuan Convertible Bond Fund, Baoying Jufeng Two-Year Fixed Open Bond Fund, Baoying Enhanced Income Bond Fund, Baoying Xiangqing 9-Month Holding Mixed Fund, and Baoying Antai Short Bond Fund [1][3][4] - Other fund managers will continue to manage these funds alongside new appointments [3][4]
宝盈融源可转债债券增聘王灏
Zhong Guo Jing Ji Wang· 2025-08-04 07:53
宝盈融源可转债债券A/C成立于2019年9月4日,截至2025年8月1日,其今年来收益率为14.27%、 14.07%,成立来收益率为32.69%、30.35%,累计净值为1.3269元、1.3035元。 | 基金名称 | 宝盈融源可转债债券型证券投资基金 | | --- | --- | | 基金简称 | 宝盈融源可转债债券 | | 基金主代码 | 006147 | | 基金管理人名称 | 宝盈基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》 | | 基金经理变更类型 | 增聘基金经理 | | 新任基金经理姓名 | 王漫 | | 共同管理本基金的其他基金经理姓名 | 邓栋 | 中国经济网北京8月4日讯近日,宝盈基金公告,宝盈融源可转债债券增聘王灏。 王灏曾任特变电工(600089)衡阳变压器有限公司投标项目经理;2017年7月加入宝盈基金管理有限公 司,在研究部担任行业研究员,现任基金经理。 ...
前5月超八成债基上涨 华商丰利增强定开债涨超11%
Zhong Guo Jing Ji Wang· 2025-06-08 23:15
Summary of Key Points Core Viewpoint - In the first five months of the year, 86% of the 6,849 comparable bond funds reported positive performance, with the top performers showing significant gains, indicating a strong market for bond investments [1][2][3]. Performance of Top Bond Funds - The top-performing bond funds include Huashang Fengli Enhanced Regular Open Bond A and C, with returns of 11.63% and 11.47% respectively [1]. - Other notable funds include Fuguo Optimized Enhanced Bond E, A/B, and C, achieving returns of 9.58%, 9.52%, and 9.34% respectively [2]. - The performance of other funds such as Baoying Rongyuan Convertible Bond A and C, and Zhongou Convertible Bond A also showed strong returns of 8.49%, 8.36%, and 8.04% respectively [2][3]. Fund Manager Insights - Fund manager Li Qian of Huashang Fund has over five years of experience managing public funds, focusing on convertible bonds [1]. - Liu Xingwang, managing Fuguo Optimized Enhanced Bond, has nine years of experience and has held various positions in fixed income research and fund management [2]. - The management experience of Guo Jun and Gao Hui from Boshi Convertible Bond Enhanced Fund exceeds 20 years, showcasing their expertise in the field [3]. Asset Composition - Huashang Fengli Enhanced Bond's top holdings include convertible bonds and stocks from companies like Fudan Microelectronics and Haili Wind Power [1]. - Fuguo Optimized Enhanced Bond's major holdings are primarily financial bonds, with significant investments in convertible bonds from various issuers [2]. - Baoying Rongyuan Convertible Bond's top holdings include a mix of convertible bonds and stocks from well-known companies such as Kweichow Moutai and Yili Industrial [3]. Declining Funds - Only six bond funds experienced declines exceeding 3%, with notable losses from Renbao Xinli Bond C and A, which fell by 3.30% and 3.14% respectively [3][4]. - Other funds like Nord Enhanced Yield Bond and several others also reported declines, indicating a mixed performance landscape [4].