幸福99鸿益(全球多资产)180天持有期
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黄金助推“固收+”理财收益走高,机构继续看好黄金配置价值
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-11 08:59
Core Insights - The article discusses the performance of "fixed income + equity" public funds in the investment management sector, highlighting the top products based on their weighted annualized returns as of February 5, 2026 [4][8]. Group 1: Product Performance - The top product, "Happiness 99 Hongyi (Global Multi-Asset) 180-day Holding Period" from Hangyin Wealth Management, achieved a weighted annualized return of 8.68% and has maintained an annualized return above 8% since inception [4][5]. - The second-ranked product, "Ruili Xingcheng Jincheng 6-Month Holding Period 1 Enhanced Type B" from Xingyin Wealth Management, also performed well with a weighted annualized return exceeding 7% [4][5]. - Other notable products include "Happiness 99 Hongyi (Jinying) 120-day Holding Period" from Hangyin Wealth Management with a return of 7.65% and "Fengli Lingdong Youxuan 6-Month Holding Period 1 Enhanced Type A" from Xingyin Wealth Management with a return of 7.41% [4][5]. Group 2: Investment Strategies - The top product focuses on global multi-asset allocation, including fixed income, equities, and gold, with a performance benchmark based on a mix of various indices [5][6]. - The second product emphasizes gold asset allocation, with a performance benchmark that includes a significant portion linked to gold prices [6][7]. - Both products have seen significant growth in asset size, with the top product reaching 473 million yuan, a 50.82% increase from the previous quarter [5][6]. Group 3: Market Outlook - The outlook for 2026 remains positive for gold assets, driven by factors such as lower opportunity costs for gold purchases, ongoing concerns about U.S. credit, and increasing central bank demand for gold [7][8]. - The article notes that the strong performance of gold throughout 2025 was influenced by geopolitical risks and concerns over the U.S. debt situation, which are expected to continue supporting gold prices in the long term [6][7].
长盈理财加权年化收益率最高达7%!多资产多策略成机构布局关键
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-26 09:46
榜单数据说明:统计对象为理财公司发行的成立满1年的投资周期在3—6月(含)的公募固收+权益产品,同系列同投资周期产 品保留一只,加权平均收益率计算方式为"5%近1月年化收益率+10%近3月年化收益率+15%近6月年化收益率+30%近1年年化收 益率+40%成立以来年化收益率",排名依据为加权年化收益率,数据计算截止时间为2025年12月18日。榜单排名由理财通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。 从上榜产品来看,截至12月18日,在理财公司长盈产品榜单(3—6月"固收+权益"公募产品)中,有6家理财公司产品上榜,其 中平安理财上榜产品数量最多,有3只,杭银理财和交银理财各上榜2只产品,浦银理财、上银理财和中邮理财各上榜1只产品。 旗团 21世纪经济报道 理财公司长留产品榜里 "固收+权益"公募 | 10 पुरा | 产品名称 | 管理人 | 加权年 化妆篇 | FATUL 采年化 | 成立以来 | 成立以来 年化波动 | | --- | --- | --- | --- | --- | --- | --- | | | | | 网 | 收益率 | 最大回撤 | 图 | | | ...