易方达信息产业
Search documents
“翻倍基”扎堆涌现!主动权益基金大打翻身仗,年内最高回报逾200%
Sou Hu Cai Jing· 2025-11-10 07:38
新经济e线调查发现,今年来主动权益基金"翻倍基"扎堆涌现背后,新锐基金经理领跑成为一道亮丽的风景线。从任职时间来看,时间普遍较短。在69 只"翻倍基"中,基金经理的平均任职年限仅约为2.58年。这当中,既有新任基金经理的首发产品,也有继任基金经理接管的产品。 主动权益基金又香了。 A股市场回暖大环境下,"翻倍基"数量也开始扎堆涌现。Wind数据显示,截至11月7日,全市场8484只主动权益基金(包括普通股票型、平衡混合型、偏 股混合型、灵活配置型,不同份额分列统计,下同)在年内的平均收益达到28.20%,表现明显好于上证指数和沪深300等主流指数。同期,上证指数、沪 深300指数等主流指数年内涨幅分别为19.27%、18.90%、 以最低仓位分别为60%和80%的偏股混合型基金和普通股票型基金为例,截至11月7日,今年以来万得偏股混合型基金和万得普通股票型基金平均单位净 值增长率分别为32.56%、32.42%,仅次于万得QDII混合型基金指数,在34只万得细分基金指数榜中分别位列第二和第三。可以说,今年来,主动权益基 金打了一个漂亮的翻身仗。 据新经济e线了解,若按主动权益基金年内回报率从高到低进行排序的话 ...
沪指十年新高,易方达等老牌权益大厂再现基金持久投资力
Sou Hu Cai Jing· 2025-10-12 12:16
距去年"9·24"行情爆发以来已一年时间,期间沪深300指数震荡上行,目前已突破去年10月高点,站上4600点;上证指数迭创新高,8月18日一举站上3732 点,创近十年新高;创业板指今年下半年强势爆发,年内涨幅近50%。 (注:统计范围包括股票仓位不低于50%的股票型及混合型基金(偏债混合型基金除外,含QDII),仅统计主类份额,股票配置比重参考2025年中报) 从中长期维度看,一批主动权益基金展现出优秀的持续回报能力。Wind数据显示,截至9月26日,成立满三年期的主动权益基金有3500多只,其中年化收 益率在10%以上的有近850只,年化收益率达到20%的有158只。值得关注的是,这158只产品中有14只来自易方达,这一数量在59家基金公司中遥遥领 先,景顺长城以8只位居第二,广发、富国、前海开源以7只并列第三。 在这一轮行情中,主动权益基金一扫过去三年的阴霾,展现出较强的超额收益创造能力。 今年以来截至9月26日,在成立时间满6个月的近4300只主动权益基金中,有近3000只年内收益超20%,700多只收益超50%,125只收益在80%以上。根据 统计,这125只基金分别来自51家基金公司,易方达旗下 ...
沪指十年新高,易方达等老牌权益大厂再现基金持久投资力
点拾投资· 2025-10-12 10:59
Market Overview - The market has shown a strong upward trend since the "9·24" rally last year, with the CSI 300 index surpassing 4600 points and the Shanghai Composite Index reaching a nearly ten-year high of 3732 points on August 18 [1] - The ChiNext index has experienced a robust surge, with an annual increase of nearly 50% in the second half of this year [1] Fund Performance - Active equity funds have demonstrated significant excess return capabilities, with nearly 3000 out of approximately 4300 funds achieving over 20% returns year-to-date as of September 26 [2] - Among these, over 700 funds have returned more than 50%, and 125 funds have exceeded 80% returns, with E Fund leading in the number of high-performing funds [2] Long-term Fund Performance - Over a one-year period, nearly 250 funds have doubled their performance, with notable contributions from firms like E Fund, which has over 10 doubling funds [4] - E Fund's products have primarily invested in high-performing sectors such as technology and healthcare, showcasing strong stock-picking abilities [4] Sustained Returns - From a medium to long-term perspective, over 850 active equity funds have annualized returns exceeding 10% over three years, with 158 funds achieving over 20% [5] - E Fund leads with 14 funds in the 20%+ category, indicating a strong performance relative to competitors [5] Investment Philosophy - E Fund's investment philosophy emphasizes deep research and value discovery, which has been a cornerstone of its strategy since its inception in 2001 [7] - The firm employs a "big platform + small team" management model, allowing for resource sharing while maintaining independent investment strategies [8] Research and Development - E Fund has developed a comprehensive research team covering various sectors, ensuring broad market coverage and a global perspective [9] - The firm emphasizes the importance of in-depth research and real-time tracking to ensure timely investment decisions [9] Technology Integration - E Fund is advancing its digital transformation, integrating workflows and data management to enhance process management and efficiency [10][11] Team Culture - The company promotes a collaborative team culture, encouraging knowledge sharing and interaction among research teams to enhance investment outcomes [12] - E Fund has established a robust talent development system, ensuring a continuous influx of skilled professionals into its investment teams [12] Notable Fund Managers - Several fund managers at E Fund have achieved remarkable performance, with some funds nearing a 100% return year-to-date [17][18] - The firm has produced multiple "double ten" fund managers, indicating a strong track record of long-term performance [20] Conclusion - E Fund's commitment to deep research, long-term investment strategies, and a systematic approach to talent development has positioned it as a leader in the asset management industry, capable of delivering sustainable returns [24][25]