幸福99卓越混合类(偏股成长精选)365天持有期

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18只混合类产品近1年收益率超10%,仅1只产品收益告负
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-01 09:00
Overall Performance - The A-share market in August exhibited a strong upward trend, with all three major indices showing significant monthly gains, including a more than 24% increase in the ChiNext Index and a 28% rise in the Sci-Tech 50 Index, while the Shanghai Composite Index surpassed 3,800 points, reaching a 10-year high [4] - The market conditions have positively impacted the performance of mixed public wealth management products, with an average net value growth rate of 5.63% and a maximum drawdown of 1.48% over the past year for mixed public wealth management products with investment cycles of 6 to 12 months [4] Product Performance - Among the 166 existing products, 18 products achieved a return rate exceeding 10% over the past year, while only one product, the "Zhaoyin Value Selected One-Year Holding Mixed Fund" from Zhaoyin Wealth Management, reported a negative return of -0.93% [5] - The "Ningyin Mixed Carbon Neutral Open-Ended No. 1" and "Ningyin Dividend Selected No. 1" from Ningbo Bank displayed strong performance, with net value growth rates nearing 30% over the past year [6] Highlighted Products - The "Ningyin Mixed Carbon Neutral Open-Ended No. 1" achieved the highest return, with a net value growth rate of 29.77%, although it also experienced a high maximum drawdown of 15.04% [6] - This product is classified as a stock-mixed wealth management product, with a performance benchmark of 3% and an annualized return of 6.3% for 2024. However, since its inception on September 23, 2021, it has recorded an annualized return of -0.70% up to the second quarter of 2025 [6] - As of the end of the second quarter of 2025, the product reduced its equity position slightly, with equity investments decreasing from 77.35% at the end of the first quarter to 72.10% [6]