富利兴合常青六个月定开3号
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穿越牛熊市场,兴银理财“兴合汇景1号”断层第一丨机警理财日报
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-14 03:15
Core Viewpoint - The mixed financial products have shown significant advantages this year, with "Xinghe Huijing No. 1" from Xingyin Wealth Management leading the performance rankings, achieving a net value growth rate of 12.02% over the past six months, outperforming pure debt products significantly [3][5]. Group 1: Performance of Mixed Financial Products - The average net value growth rate of mixed financial products in the first eight months of this year was 3.36%, while fixed-income products only achieved 1.68% [3]. - "Xinghe Huijing No. 1" has demonstrated strong excess return capabilities, with a maximum drawdown lower than that of the CSI 300 index during the same period [3][4]. - Other notable products include "Fuli Xinghe Changqing Six-Month Open No. 3" with a return of 9.54% and a maximum drawdown of 2.90% [3]. Group 2: Investment Strategy and Management - "Xinghe Huijing No. 1" employs a mixed investment strategy, with a performance benchmark based on 60% of the CSI 300 index and 40% of the new comprehensive wealth index for bonds under one year [4]. - The product's equity portion is directed towards asset management plans managed by Invesco Great Wall Fund Management, while the fixed-income part is managed by Xingyin Wealth Management [4]. - The product has shown resilience during market fluctuations, effectively controlling net value volatility and drawdown [4][5]. Group 3: Recent Performance Metrics - Since its inception, "Xinghe Huijing No. 1" has achieved a net value growth rate of 22.13%, significantly outperforming its benchmark, which has seen a decline of 2.24% [5]. - The product has recorded an annualized return of 46.93% over the past three months and an impressive 84.03% annualized return in the last month [5]. Group 4: Portfolio Composition and Market Trends - The product's performance is bolstered by individual stock selections, with significant holdings in companies like Pop Mart, which has seen a year-to-date increase of over 200% [7]. - The product has also increased its holdings in gold stocks, benefiting from rising gold prices amid various economic factors [7]. - The strategy emphasizes a diversified asset allocation, balancing stable bond income with opportunities in equity markets [8].
3款产品近6月净值涨超10%,偏债混合型产品占优
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-25 09:50
数据说明: 混合类产品范围为理财公司发行的3—6月(含)投资周期的公募混合类产品,统计截止日期为2025年8月21日,统计区间为近6 月。 榜单排名来自理财通AI全自动化实时排名,如您对数据有疑问,请在文末联系助理进一步核实。 | ਸਾਰ ਕੁਰ | 产品名称 | 管理人 | 净值增 长率 | 最大回撤 | 年代渡 动率 | 卡玛比率 | | --- | --- | --- | --- | --- | --- | --- | | | 宁赢平衡增利混合 类开放式理财3号 | 宁银理财 11.42% 7.22% | | | 7.15% | 3.19181 56 | | | (最短持有180天) | 销售机构:宁波银行 | | | | | | | 一赢平衡增利智能 制造活 - 3 - 5 - 5 | 宁银理财 | 11.02% | 7.59% | 7.79% | 2.92597 329 | | | 号(最短篇6个 | | | | | | | | FD | 销售机构:宁波银行 | | | | | | | | 兴银理财 10.06% 10.28% | | | 16.53% | 1.96428 ਰੇਵੇਂ ਕ | | | ...