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平安基金神爱前旗下基金换手率高达956%,规模遭腰斩,产品相互抄作业引质疑
Sou Hu Cai Jing· 2025-05-06 08:48
Group 1 - The A-share market has shown significant structural trends, leading to notable performance differentiation among equity funds, particularly those with assets exceeding 10 billion yuan [2][21] - As of April 21, 2025, there are 28 equity funds with assets over 10 billion yuan, with carbon neutrality and high-end manufacturing being key performance drivers [2] - The performance of the equity funds managed by Shen Ai Qian has been underwhelming, contrasting with the overall market trends [2][21] Group 2 - Shen Ai Qian has a history of strong performance, with his managed funds achieving returns exceeding 60% for three consecutive years during the bull market from 2019 to 2021 [5] - However, recent performance has declined, with the Ping An Quality Preferred Mixed A Fund showing a return of -34.13% since inception and -4.26% year-to-date [6][21] - The fund's high turnover rate, reaching 956% in the fourth quarter of 2024, has contributed to increased volatility and transaction costs, negatively impacting overall returns [7][21] Group 3 - The Ping An Quality Preferred Mixed A Fund has seen significant redemptions since its inception, with net assets decreasing to 1 billion yuan as of March 31, 2025, from an initial 2.476 billion yuan [21][37] - Shen Ai Qian's management style has been criticized for a lack of clarity in investment strategy, leading to investor dissatisfaction and calls for a change in management [9][38] - The fund's performance has been affected by frequent trading and a lack of stable investment positions, making it vulnerable to market fluctuations [7][35] Group 4 - Shen Ai Qian's funds exhibit a high degree of overlap in holdings, which may amplify market volatility and lead to collective declines in net asset values [35] - The Ping An Xing Yi Growth One-Year Holding Mixed A Fund has also experienced a decline in performance, with a return of -26.98% since inception [22][37] - The overall management scale of Shen Ai Qian has shrunk from 8.8 billion yuan in Q1 2023 to 4.079 billion yuan currently, indicating investor concerns about his management capabilities [37][38]