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去年12月广发基金旗下15只基金跌超8% 10年老将垫底
Zhong Guo Jing Ji Wang· 2026-01-06 07:46
另外几只跌幅较多的基金也都是医疗主题基金,比如段涛管理的广发医药创新混合发起式C、广发 医药创新混合发起式A在12月下跌-12.79%、-12.75%。另一位老将刘杰管理的广发中证香港创新药 (QDII-ETF)、广发中证香港创新药ETF发起式联接(QDII)C、广发中证香港创新药ETF发起式联接 (QDII)A也下跌超过10%。 中国经济网北京1月6日讯 在刚过去的2025年12月份,广发基金共有15只(各份额分开计算,下 同)基金跌幅超过8%。 令人惊讶的是,由10年老将吴兴武管理的广发医药健康混合C、广发医药健康混合A以-13.3 和-13.27%的表现垫底该公司12月份业绩榜。资料显示,吴兴武曾任摩根士丹利华鑫基金管理有限公司 研究员,广发基金管理有限公司研究发展部、权益投资一部研究员,2015年起担任基金经理至今。 2025年三季报显示,广发医药健康混合前十大重仓股为科伦博泰生物、信达生物、荣昌生物、三生 制药、百利天恒、荣昌生物、恒瑞医药、药明康德、泽璟制药、信立泰。该基金不仅在去年12月份业绩 不佳,从2020年10月21日成立至今的5年多时间里,该基金A/C份额分别遭遇41.19%和42.41 ...
广发瑞轩三个月定开混合清盘 成立近4年亏损45%
Zhong Guo Jing Ji Wang· 2025-08-08 07:06
Core Viewpoint - The announcement from GF Fund indicates the termination of the GF Rui Xuan Three-Month Regular Open Mixed Fund due to its net asset value falling below 50 million RMB, leading to a mandatory liquidation process [1][3]. Fund Performance Summary - The GF Rui Xuan Three-Month Regular Open Mixed Fund was established on February 3, 2021, and as of November 28, 2024, it reported a cumulative net asset value of 0.5434 RMB per unit, with a cumulative return of -45.66% [3]. - Year-to-date performance shows a decline of -9.66%, with a one-month decline of -4.04% and a three-month decline of -6.49% [4]. - Over the past year, the fund has experienced a return of 9.29%, but over two years, it has declined by -14.03% [4]. Managerial Changes and Performance - The fund was managed by two managers, Miao Yu and Duan Tao, followed by Luo Yang, with both management periods resulting in losses. The fund's size decreased from 1.01 billion RMB at inception to approximately 1.08 million RMB at the time of liquidation [7]. - Duan Tao currently manages five funds, with only two outperforming their peers. His other funds, including the GF Sheng Jin Mixed Fund, have shown significant losses, with a decline of 42% and 43% [8]. - Luo Yang manages three funds, with the GF An Hong Return Mixed Fund showing a loss of 27% over three years, significantly underperforming the peer average of -0.98% [8].
广发瑞轩三个月定开混合清盘 成立近4年亏损45%
Zhong Guo Jing Ji Wang· 2025-08-05 08:08
Group 1 - The core point of the news is that the Guangfa Rui Xuan three-month regular open mixed fund has been terminated due to its net asset value falling below 50 million RMB, triggering the termination clause in the fund contract [1] - The fund was established on February 3, 2021, and as of the last disclosed net value date on November 28, 2024, it had a cumulative net value of 0.5434 RMB and a cumulative return of -45.66% [1] - The fund's scale decreased from 1.01 billion RMB at inception to approximately 1.08 million RMB at the time of the second liquidation [2] Group 2 - Fund managers Miao Yu and Duan Tao managed the fund, but both management periods ended in losses, contributing to the fund's poor performance [2] - Duan Tao currently manages five funds, with only two outperforming their peers, while the others, including Guangfa Shengjin Mixed Fund, have significant losses [2] - Another manager, Luo Yang, oversees three funds, with one fund showing a return loss of 27% over three years, significantly underperforming its peer average [2][3]