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业绩突围!富国基金旗下科技基金近一年净值表现亮眼,锐度从何而来?
Cai Fu Zai Xian· 2026-01-12 04:23
岁末年初,投资者亟需能穿透市场迷雾、锚定未来的优质资产,而这种锐度往往源于对核心赛道的极致 深耕,而非盲目广撒网。富国基金旗下富国新兴产业股票A(001048)便是这样一只聚焦科技成长赛道的 锐度产品,截至2025年9月30日,近一年净值增长率高达104.98%,大幅跑赢同期15.90%的业绩比较基 准。这份亮眼成绩单的背后,是基金经理孙权对产业趋势的深刻把握,以及一套清晰且持续进化的投资 框架的实践。 注:基金净值增长率及同期业绩比较基准收益率数据来自基金定期报告,截至2025/9/30。富国新兴产 业股票A/B成立于2015/03/12,业绩比较基准为中证800指数收益率*70%+中债综合指数收益率*20%+中 证港股通综合指数(人民币)收益率*10%。近5个完整年度(2020-2024)的基金份额净值增长率(及同期业绩 比较基准收益率)为44.98%(21.39%),7.45%(0.61%),-13.52%(-16.65%),-1.61%(-7.41%),26.07% (11.72%),数据来自基金定期报告,截至2024/12/31。期间基金经理变动情况:魏伟(2015/03/12- 2020/07/0 ...
长跑业绩彰显投研实力,富国基金上半年为基民大赚近300亿元
Bei Jing Shang Bao· 2025-08-07 12:27
Core Insights - Despite the active performance of sectors like technology, new consumption, and pharmaceuticals, investors have found it challenging to achieve ideal returns, with the CSI 300 index showing a mere 0.03% increase year-to-date as of June, contrasting sharply with the nearly 8% rise in the Wind Active Equity Mixed Fund Index, highlighting the scarcity of professional research capabilities in volatile markets [1] Group 1: Fund Performance - In Q2, public funds achieved a total profit of 386.3 billion yuan, with Fuqun Fund ranking fifth in the industry with a profit of 19.492 billion yuan. For the first half of the year, Fuqun Fund generated 29.832 billion yuan for investors, placing it fourth overall [2] - Fuqun Fund's active equity research strength is a core competitive advantage, with 11 of its equity funds ranking in the top 10 of their categories over the past year. Notably, Fuqun Medical Innovation Stock A and Fuqun Active Growth One-Year Regular Open Mixed Fund both exceeded 40% in returns [2][3] Group 2: Long-term Performance - Over the past five and seven years, Fuqun Fund has had 5 and 10 products, respectively, ranking in the top 10 of their categories. Fuqun New Vitality Flexible Allocation Mixed A achieved returns of 67.84% and 175.32% over the past five and seven years, respectively, ranking first in its category [4] - Fuqun Global Consumer Selection A, managed by a Hong Kong fund manager, has shown impressive long-term performance with returns of 86.16% and 70.68% over the past two and three years [3] Group 3: Fixed Income and Quantitative Strategies - In the fixed income sector, Fuqun Fund's products have maintained a "steady" approach despite market challenges. Fuqun Strong Return Regular Open Bond A achieved returns of 13.03%, 23.28%, and 45.09% over three, five, and seven years, respectively, ranking in the top 9% of its category [5] - Fuqun Fund's quantitative strategies have also performed well, with 10 of its quantitative funds ranking in the top 10 of their categories over the past year. The classic broad-based ETF, the Shanghai Composite Index ETF, has consistently ranked in the top 5 over three, five, and seven years [6]