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嘉实产业领先混合A基金经理变动:增聘李涛为基金经理
Sou Hu Cai Jing· 2025-08-20 01:45
Core Viewpoint - The announcement details the appointment of Li Tao as the new fund manager for the Jiashi Industry Leading Mixed Fund (014292), effective August 20, 2025, while Yan Weipeng will no longer serve in this role as of the same date [1] Summary by Relevant Sections Fund Management Changes - Li Tao has been appointed as the fund manager for Jiashi Industry Leading Mixed Fund (014292) starting August 20, 2025, replacing Yan Weipeng who will leave the position on the same date [1] Fund Performance - As of August 19, 2025, the net value of Jiashi Industry Leading Mixed Fund (014292) was 0.7878, reflecting a decrease of 0.39% from the previous day, but showing an increase of 18.73% over the past year [1] Manager Background - Li Tao holds a bachelor's degree and has extensive experience in the financial sector, having worked at various institutions including China Economic Development Trust Investment Company, Southwest Securities, Guotai Junan Securities, New Era Securities, and China Ocean Fund Management Company [1] - His previous roles include investment banking manager, industry researcher, and fund manager [1] Previous Fund Management Experience - Li Tao has managed several public funds with varying performance: - Jiashi Advantage Power Fund (150003): 43.37 billion, 6.04% return during his tenure from May 27, 2010, to September 8, 2010 [1] - China Ocean Quality Growth Mixed Fund (398001): 14.42 billion, -10.62% return from July 10, 2007, to July 22, 2008 [1] - China Ocean Dividend Growth Mixed Fund (398011): 2.65 billion, 189.45% return from June 16, 2005, to July 10, 2007 [1] - Jiashi Preferred Growth Mixed A Fund (530003): 15.75 billion, 25.46% return from November 27, 2008, to February 17, 2012 [1] - Jiashi Optimized Allocation Mixed A Fund (530005): 21.57 billion, -17.92% return from May 11, 2011, to May 18, 2012 [1] - Jiashi Steady Value Mixed Fund (530016): 0.54 billion, 6.40% return from November 22, 2011, to May 18, 2012 [1] Notable Investment Performance - Under Li Tao's management, the China Ocean Dividend Growth Mixed Fund made a significant investment in Xin'an Co. in Q4 2005, purchasing at an average price of 17.08 and selling at an average price of 77.75 in Q1 2007, resulting in an estimated return of 355.21% [1]
嘉实产业精选混合A基金经理变动:增聘李涛为基金经理
Sou Hu Cai Jing· 2025-08-20 01:45
Core Viewpoint - The announcement reveals the appointment of Li Tao as the new fund manager for the Jiashi Industry Select Mixed Fund (018244), effective from August 20, 2025, while Yan Weipeng will no longer serve in this role as of the same date [1] Fund Performance - As of August 19, 2025, the net value of Jiashi Industry Select Mixed Fund is 1.2752, reflecting a daily increase of 0.2% and a yearly increase of 27.52% [1] Manager Background - Li Tao has a diverse background with experience in various financial institutions, including China Economic Development Trust Investment Company, Southwest Securities, Guotai Junan Securities, New Era Securities, and China Ocean Fund Management Company [1] - His previous roles include investment banking manager, industry researcher, and fund manager [1] Previous Fund Management - Li Tao has managed several public funds with varying performance, including: - Jiashi Advantage Power Fund (150003) with a scale of 4.337 billion and a return of 6.04% during his tenure from May 27, 2010, to September 8, 2010 - China Ocean Quality Growth Mixed Fund (398001) with a scale of 1.442 billion and a return of -10.62% from July 10, 2007, to July 22, 2008 - China Ocean Dividend Growth Mixed Fund (398011) with a scale of 0.265 billion and a return of 189.45% from June 16, 2005, to July 10, 2007 [1] Notable Investment Performance - The China Ocean Dividend Growth Mixed Fund achieved a significant estimated return of 355.21% on the investment in Xin'an Co., which was acquired at an average price of 17.08 in Q4 2005 and sold at an average price of 77.75 in Q1 2007 [1]