招睿全球资产动量两年定开10号A款

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“固收+期权”产品近6月平均涨幅1.17%,2只产品涨超3%
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-10 08:17
Overall Performance - The average net value growth rate of public "fixed income + options" wealth management products over the past six months is 1.17% [5] - A total of 145 "fixed income + options" wealth management products are currently in existence, with only 6 products showing negative returns in the range of -0.13% to -0.05% [5] - The top three products by net value growth rate are "Zhaorui Global Asset Momentum Two-Year Open 10th A" at 3.59%, "Hengrui CSI 300 Index Linked 6-Month Regular Open" at 3.43%, and "Zhaorui Global Asset Momentum Fourteen-Month Open 2nd A" at 2.63% [5] Highlighted Product Analysis - The "Sunshine Qingrui Leap Enjoy 20th Period (10-Year U.S. Treasury Yield Automatic Trigger Strategy) D" product has a performance benchmark of 0.01% to 4.10% and employs an OBPI-based options combination insurance strategy [6] - This product is linked to the 10-year U.S. Treasury yield, with the initial price set on March 3, 2025, and a trigger price of the initial price minus 30 basis points [6] - The product has 10 observation days, and if the price on any observation day is less than or equal to the trigger price, it will terminate early; otherwise, the performance benchmark will be 0.01% to 0.15% [7] - As of September 5, 2025, the annualized yield of this product has remained above 3% across various time frames, with a one-month annualized yield of 3.29%, a three-month yield of 3.25%, and a yield since inception of 3.15% [7]
超三分之一“固收+期权”理财产品近半年收益告负
Sou Hu Cai Jing· 2025-08-28 08:45
数据说明: 产品统计范围为理财公司发行的公募"固收+期权"理财产品,统计截止日期为2025年8月21日,统计区间为近6个月。 榜单排名来自理财通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。 二、亮点产品分析 | ਹੈ। ਦੇ ਦੁਰ | 产品名称 | 管理人 | 净值增长 हरू | 最大回撤 | 年代酒时 মুহ | | --- | --- | --- | --- | --- | --- | | | 招零全球资产动量两 年定开10号A款 | 招银理财 | 1.82% | 2.29% | 3.35% | | | | 销售机构:招商银行 | | | | | | 招客全球资产动量十 四月定开10号A款 | 招待理测 | 1.71% | 0.31% | 1.10% | | | | 销售机构:招商银行 | | | | | | 恒睿沪深300指数挂 | 工银理财 | 1.47% | 1.76% | 2.08% | | | 幼6个目完期耳故 | | | | | | | | 销售机构:工商银行 | | | | | --- | --- | --- | --- | --- | --- | | | 丰利兴 ...
3成“固收+期权”理财近6月收益告负!平均年化收益率低于1%
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-13 09:21
Overall Performance - The average net value growth rate of public "fixed income + options" wealth management products over the past six months is 0.49%, which annualizes to below 1%, indicating poor performance [5] - As of August 7, 2025, there are 146 existing "fixed income + options" wealth management products, with 30.8% of them showing negative returns over the past six months [5] Highlighted Product Analysis - The "Puxiang Zenghui Closed-end No. 10 (Exclusive)" from Puyin Wealth Management has the highest net value growth rate of 5.39% over the past six months, with an annualized return of 4.65% since its inception [6] - The product has shown high volatility, with an annualized volatility of 5.33%, but has seen a rapid increase in net value since mid-April this year [6] Product Breakdown - The "Global Momentum Two-Year Open No. 10A" from Zhaoyin Wealth Management has a performance benchmark of 0.70% to 7.70%, investing at least 90% of its principal in fixed income assets [8] - The main contributors to the index's positive returns in the first half of the year include stocks and commodities, particularly gold and the German DAX, while bond assets contributed less [8]
占比不足1%!仅40只现金类理财产品近半年收益均值超2%
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-31 11:00
本期,《机警理财日报》重点关注纯固收类、现金管理类、"固收+期权"这三大类理财产品业绩表现。 数据说明: 纯固收类理财产品统计范围为理财公司发行的投资周期在2—3年(含)的公募纯固收产品,且近1年每个完整的自然季季末均为 正收益;现金管理类理财产品统计范围为理财公司发行的公募现金类产品;"固收+期权"类理财产品统计范围为理财公司发行的 公募"固收+期权"产品。 榜单排名来自理财通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。 三大类产品统计截止日期为2025年7月24日,纯固收产品统计区间为近1年,现金管理类、"固收+期权"类理财产品统计区间均为 近6个月,上榜产品每周均有净值披露。榜单排名来自理财通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。 | 를 | 产品名称 | 管理人 | 净值增长 | 最大回撤 | 年化波动 | | --- | --- | --- | --- | --- | --- | | | | | ਡੂੜ | | ছুর | | | | 杭银理财 | 4.96% | 0.00% | 0.07% | | | 幸福99主裕固收2300 | | | | ...
纯固收理财近1年平均回报超3%,杭银理财一产品回撤大幅超同业
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-23 10:07
Core Insights - The report focuses on the performance of three categories of financial products: pure fixed income, cash management, and "fixed income + options" products [1][2] Group 1: Pure Fixed Income Products - As of July 17, 2025, the average net value growth rate for public pure fixed income products with an investment period of 1-2 years is 3.09%, with an average maximum drawdown of 0.23% [5] - 65.1% of the pure fixed income products achieved positive quarterly returns over the past year, with six products having a net value growth rate exceeding 4% [5] - The top three products in this category are: - Hangyin Wealth "Happiness 99增益固收(智享纯债)540天持有期" at 4.63% - Huaxia Wealth "Fixed Income Debt Type Closed 152号A" at 4.49% - Nanyin Wealth "珠联璧合鑫逸稳两年36期封闭式C" at 4.47% [5] Group 2: Cash Management Products - The average annualized yield for public cash management products over the past three months is 1.469%, with only 2.2% of products exceeding a yield of 2% [12] - The only cash management product with an average yield over 3% is Su Yin Wealth "启源货币2号(ESG主题)F" at 3.019% [12] Group 3: "Fixed Income + Options" Products - The average net value growth rate for "fixed income + options" products over the past three months is 0.95% [17] - The top two products in this category are: - Zhaoyin Wealth "招睿全球资产动量两年定开10号A款" at 2.75% - Ping An Wealth "鑫享指数增强1号一年定开" at 2.66% [17] - Zhaoyin Wealth's product employs a global asset allocation strategy, focusing on stable fixed income investments and has recorded a net asset value of 58.8838 million yuan as of mid-2025 [18]