易方达安盈回报A

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“绩优则仕”已成过去式?又一位名将卸任副总经理职务,将专注于投资
Mei Ri Jing Ji Xin Wen· 2025-09-30 04:05
公开资料显示,张清华曾在晨星资讯(深圳)、中信证券有过工作经历,2010年9月加入易方达基金,历任投资经理、基金经理、固定收益基金投资部总经 理、混合资产投资部总经理、固定收益投资决策委员会委员,并在2020年7月升任易方达基金副总经理。 根据Wind数据,张清华目前在管的产品共有11只,管理总规模479.38亿元。作为易方达基金的名将,张清华有多只产品被业内和投资者熟知,例如他的代表 作易方达安心回报A,张清华从2013年开始管理这只产品,任职回报268.22%,年化回报11.70%(截至9月29日,下同),该基金业绩排在同类产品前2%。 另一只代表作易方达裕丰回报A,张清华从2014年开始管理该基金,任职回报151.47%,年化回报8.18%,基金业绩也排在同类产品前10%。此外,他管理的 易方达安盈回报A等多只产品,在同类产品的回报排名名列前茅,长期来看为投资者带来了稳健回报。 9月29日晚间,易方达基金发布公告称,因工作调整,张清华不再担任副总经理级高级管理人员职务,将专注于投资管理工作。 年初至今,易方达基金已有多位高管发生变动,包括张坤、陈皓、萧楠等都因工作调整卸任副总经理职务,专注于投资工作。而 ...
固收名将张清华卸任易方达副总:专注管好480亿,代表作年化超10%
Xin Lang Ji Jin· 2025-09-29 23:44
9月30日,易方达基金发布高级管理人员变更公告,宣布张清华因工作调整不再担任公司副总经理级高级管理人员职务,离任日期为2025年9月29 日。 公司表示,张清华离任副总经理后,将专注于投资管理工作。这一变动已经易方达基金第九届董事会2025年第六次会议审议通过,并将按相关规定 进行备案。 投资实力派张清华:11 年磨剑,多资产配置的 "长跑者" 张清华是业内知名的"固收+"投资高手,拥有近18年证券行业从业经验和超过11年的投资经验。其职业生涯始于晨星资讯数量分析岗位,2013 年起在 易方达开启基金管理生涯,历任固定收益、混合资产等多部门负责人,累计管理过 31 只基金,目前在管产品涵盖二级债基、偏债混合等多类型,在 管11只基金,在管基金总规模479.38亿元。过往管理偏股产品,过往年化回报10.49%,远超同期沪深300指数表现;管理偏债产品,过往年化回报 10.43%,远超同期中证综合债表现。 数据来源:Wind 截止日期:2025年9月26日 固收领域是其核心战场。代表产品易方达安心回报 A(110027.OF)自 2013 年 12 月管理以来,任职回报达 268.22%,年化 11.70%,在 ...
投资债基的秘密,藏在这份报告中!快来看看吧
Sou Hu Cai Jing· 2025-09-02 07:27
Core Insights - Bond funds have shown increasing average returns over the past 3, 5, and 7 years, with a widening gap between the best and worst performers [2][4][5] - The recent recovery in the A-share market has heightened investor interest in equity investments, but bond funds remain essential for stabilizing asset allocation [2][4] - The report titled "China Fund Industry Marathon Master Gathering 2025" analyzes extensive data to assess the long-term performance of bond funds [2] Performance Analysis - The average returns for the entire bond fund market over the past 3, 5, and 7 years are 8.37%, 17.32%, and 32.36% respectively, with a notable increase in the proportion of funds yielding positive returns [4][5] - Specific categories of bond funds, such as pure bond funds and mixed bond funds, have also demonstrated improved performance over time, with average returns of 9.49%, 17.64%, and 28.12% for pure bond funds over the past 3, 5, and 7 years [5][6] - The number of bond funds with positive returns has increased significantly, with 99.42% of funds achieving positive returns over the past 7 years [4] Risk and Performance Discrepancies - "Rights-containing" bond funds have shown mixed results, with some experiencing significant declines during market adjustments [6][7] - A total of 203 bond funds reported negative returns over the past 3 years, with a concentration in "rights-containing" funds [6][7] - Notably, some "rights-containing" funds have also achieved outstanding performance, with several funds exceeding 30% returns over the past 7 years [8][9] Top Performing Funds - The top-performing bond funds over the past 3 years include 富国久利稳健配置 A (41.20%), 华夏大中华信用精选 A 人民币 (34.97%), and 华商恒益稳健 (32.51%) [10] - Over the past 5 years, 华商丰利增强定开 A (131.24%) and 华商恒益稳健 (95.43%) lead the performance rankings [10] - For the past 7 years, 华商丰利增强定开 A (170.07%) and 汇丰晋信 2026 (127.30%) are among the top performers [10]