易方达裕惠回报A
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全市场仅1只,大佬张翼飞的平替基金
Sou Hu Cai Jing· 2025-08-13 16:28
Core Insights - The departure of Zhang Yifei, a prominent figure in fixed income investment, has prompted a search for alternative funds that can match his performance [1][6] - The most recommended fund managed by Zhang Yifei is the Anxin Stable Growth A, which he has managed alone since its inception [1][3] Fund Performance Summary - Anxin Stable Growth A has achieved a return of 82.81% since its inception, with an annualized return of 6.12% and a ranking of 71 out of 457 funds [2] - Other notable funds include: - Anxin Target Return A: 58.49% return, 5.05% annualized return, ranking 15 out of 211 [2] - Anxin Min Stable Growth A: 62.25% return, 9.19% annualized return, ranking 5 out of 245 [2] - Anxin Stable Growth A: 38.66% return, 6.37% annualized return, ranking 43 out of 285 [2] - Anxin Min Return A: 20.37% return, 4.93% annualized return, ranking 26 out of 853 [2] Alternative Fund Identification - The only fund that meets and exceeds the four criteria set for finding a replacement for Zhang Yifei's fund is E Fund Yu Hui Return A [4][6] - E Fund Yu Hui Return A has consistently generated positive returns, with an annualized return of 7.13% and a maximum drawdown of -5.66% [6] Performance Comparison - E Fund Yu Hui Return A's annual performance from 2015 to 2025 shows consistent positive returns, with the highest return of 29.44% in 2015 and a projected return of 3.69% in 2025 [7] - The fund's benchmark has consistently underperformed compared to its returns, indicating strong management performance [7] Other Notable Funds - Penghua Fengrong, managed by Liu Tao, has also shown commendable performance with annual positive returns and a maximum drawdown of -2.93% [9][12] - However, both E Fund Yu Hui Return A and Penghua Fengrong are currently closed for subscription, limiting immediate investment opportunities [12]