施罗德中国动力

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施罗德中国动力股票C连续4个交易日下跌,区间累计跌幅1.17%
Jin Rong Jie· 2025-04-29 16:02
公开信息显示,现任基金经理安昀先生:中国国籍,复旦大学世界经济学硕士,具有基金从业资格。2006年 起就职于申银万国证券研究所,担任策略研究工作,曾获2007年新财富最佳策略分析师评选第一名,2008年 新财富最佳策略分析师评选第二名。2008年11月加入长信基金管理有限责任公司,历任策略研究员,基金 经理助理、研究发展部副总监、研究发展部总监和基金经理。于2022年加入施罗德集团,现任施罗德基 金管理(中国)有限公司副总经理。曾任施罗德投资管理(上海)有限公司首席投资官,长信基金管理有限责 任公司副总经理(分管投资业务)兼任基金经理,敦和资产管理有限公司董事总经理兼任基金经理,申银万 国研究所策略分析师等多个职务。2024年6月21日担任施罗德恒享债券型证券投资基金基金经理。 据了解,施罗德中国动力股票C成立于2024年4月,基金规模0.31亿元,成立来累计收益率10.87%。从持 有人结构来看,截至2024年末,施罗德中国动力股票C的基金机构持有0.02亿份,占总份额的4.99%,个 人投资者持有0.29亿份,占总份额的95.01%。 4月29日,施罗德中国动力股票C(020237)下跌0.12%,最新净 ...
外资公募基金:高仓位运作、加仓港股
Zhong Guo Ji Jin Bao· 2025-04-27 08:20
Group 1 - Foreign-funded public funds have maintained a high position in equity products, with some increasing their allocation to Hong Kong stocks in Q1 2025 [3][4] - Notable funds with over 90% equity positions include BlackRock, Fidelity, Morgan Stanley, and Schroders, among others [3] - Schroders significantly increased its Hong Kong stock allocation from 15.08% in Q4 2024 to 32.31% in Q1 2025 [3] Group 2 - Funds are diversifying their investments across technology, energy, and consumer sectors, with a focus on TMT (Technology, Media, and Telecommunications) and high-dividend stocks [6][7] - BlackRock's Hong Kong Stock Connect fund increased its holdings in Alibaba and reduced its stake in Tencent by nearly 50% [6] - Fidelity's fund adjusted its bank stock allocations, increasing its position in Industrial and Commercial Bank of China while reducing its holdings in China Merchants Bank and China Construction Bank [7] Group 3 - Fund managers are optimistic about quality technology assets and sectors that are expected to benefit from domestic demand policies [8] - Key sectors of interest include TMT, machinery, automotive, and chemical industries, as well as new consumption and defense industries [8] - Morgan Stanley is focusing on investment opportunities in intelligent computing infrastructure and AI applications [8]