Group 1 - Nearly 80% of the 650 comparable QDII funds saw an increase in net value in the first five months of the year, with 513 funds rising and 135 funds declining [1][2] - The innovative drug sector has rebounded, leading to significant gains for funds heavily invested in this area, with top performers including Huatai-PineBridge Hong Kong Advantage Selection Mixed A and C, achieving returns of 74.12% and 73.69% respectively [1][2] - The top ten holdings of the leading funds include companies such as Rongchang Biologics, Kelun Pharmaceutical, and Innovent Biologics, indicating a strong focus on innovative drugs and high-barrier medical equipment [1][2] Group 2 - Ten QDII funds recorded gains exceeding 40% in the first five months, with four of these funds managed by E Fund, all focusing on the innovative drug sector and achieving returns around 45% [2][3] - Other funds like ICBC New Economy Mixed and Huatai-PineBridge Hang Seng Innovative Drug ETF also reported significant increases, benefiting from the strong performance of the innovative drug sector [2][3] - The funds managed by Yang Zhenshao at E Fund have top holdings including Hansoh Pharmaceutical and Sinopharm, further emphasizing the focus on the pharmaceutical industry [2][3] Group 3 - The bottom-performing QDII funds primarily consist of those focused on oil and gas products, as well as those tracking indices like the S&P Biotechnology Select Industry Index, which have shown poor performance [3][4] - Specific funds such as the E Fund S&P Biotechnology Index C and others in the oil sector have seen declines of over 11% in the same period [3][4]

中国经济网北京5月12日讯 （记者 李荣） 今年前4月，全市场650只（各类份额分开计算，下同）有可比业绩的QDII基金中，共有368 只基金净值上涨，占比约56.6%；其余282只基金净值下跌。 涨幅第二梯队的QDII基金主要有工银新经济混合人民币、工银新经济混合美元、华泰柏瑞恒生创新药ETF、易方达黄金主题C(人民币 份额)、易方达黄金主题人民币A、易方达黄金主题C(美元份额)、易方达黄金主题A(美元份额)、易方达全球医药行业混合发起式A(人 民币份额)、易方达全球医药行业混合发起式C(人民币份额)，这9只基金前4月涨幅介于30%至35%之间。 具体来看，工银新经济混合人民币、工银新经济混合美元前4月分别涨34.25%、34.01%。这2只基金一季度保持了高仓位，重点布局 在创新药方向，截至今年一季度末，其前十大重仓股分别为科伦博泰生、恒瑞医药、信达生物、三生制药、百济神州、翰森制药、中 国生物制药、康诺亚、智翔金泰、药明康德。 工银新经济混合人民币、工银新经济混合美元的现任基金经理为赵蓓。赵蓓曾在中再资产管理股份有限公司担任投资经理助理。2010 年加入工银瑞信，现任研究部副总监、医疗保健研究团队负责人 ...