格林泓安63个月定开债

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格林基金吴慧娟离任3只债券基金
Zhong Guo Jing Ji Wang· 2025-08-08 07:17
Core Viewpoint - Wu Huijuan has resigned from her positions as fund manager for multiple funds managed by Green Fund Management Co., Ltd, indicating a significant change in the management structure of these funds [1][2][3] Group 1: Fund Manager Changes - Wu Huijuan has been dismissed as the fund manager for the following funds: Green Hong Profit Rate Bond (018594), Green Hong An 63-Month Open-End Bond (009738), and Green Hong Xin Pure Bond (A Class 006184; C Class 006185) [1][2][3] - The other fund manager jointly managing these funds is Yin Ziting [2][3] Group 2: Fund Performance - Green Hong Profit Rate Bond, established on September 20, 2023, has a year-to-date return of 0.39% and a cumulative return since inception of 5.74%, with a net asset value of 1.0569 yuan [1] - Green Hong An 63-Month Open-End Bond, established on November 2, 2020, has a year-to-date return of 1.84% and a cumulative return since inception of 19.91%, with a fund size of 6.114 billion yuan as of March 31, 2025 [1] - Green Hong Xin Pure Bond A and C classes, established on October 29, 2018, have year-to-date returns of 0.84% and 0.80%, respectively, with cumulative returns since inception of 30.87% and 29.92%, and net asset values of 1.2842 yuan and 1.2761 yuan [1]
多只新型浮动费率基金结募;又有基金经理“清仓式”卸任丨天赐良基早参
Mei Ri Jing Ji Xin Wen· 2025-06-19 00:40
Group 1 - Zhongyin Fund announced the resignation of Chairman Zhang Yan due to work adjustments, effective June 16, with Executive President Zhang Jiawen acting as interim chairman [1] - Zhang Yan had a long tenure at Bank of China, serving in various senior roles before becoming chairman of Zhongyin Fund in August 2017 [1] - Zhang Jiawen has extensive experience at Bank of China and joined Zhongyin Fund in 2013 [1] Group 2 - Xinyuan Fund appointed two new deputy general managers, Zhang Pengfei and Yang Xiaoyu, with backgrounds in finance and technology [2] - Zhang Pengfei previously held positions at Huatai Securities and Nanjing Bank before joining Xinyuan Fund in December 2022 [2] - Yang Xiaoyu has a background in technology and joined Xinyuan Fund in December 2022 as Chief Information Officer [2] Group 3 - Dongfanghong Yingfeng Stable 6-Month Holding FOF announced an early closure of its fundraising period, reaching a cap of 8 billion RMB [3] - The FOF market has seen significant inflows, with a total growth of 17.9 billion RMB in the first quarter of this year, marking a new high since 2022 [3] Group 4 - As of June 17, four new floating rate funds, including E Fund Growth Progress and GF Value Stability, have completed their fundraising [4] - Huashan Competitive Advantage Fund also announced an early closure of its fundraising period, moving the deadline to June 18 [4] Group 5 - Over 100 bond funds have announced restrictions on large subscriptions in June, with a notable increase in announcements on June 16 and 17 [5][6] - Specific funds like E Fund Fucai Pure Bond and Wanjia Xinyao Pure Bond have set limits on large subscriptions, with caps of 4 million RMB and 1 million RMB respectively [6] Group 6 - Wu Huijuan resigned from her roles as fund manager for three products at Green Fund due to personal reasons, with her funds now managed by Yin Zixin [7] - Wu Huijuan had a return rate of 1.35%, 1.02%, and 0.67% for the funds she managed as of June 16 [7] - She has 14 years of experience in the securities industry and joined Green Fund in December 2023 [7] Group 7 - On June 18, the market saw a slight recovery, with the Shanghai Composite Index up 0.04% and the Shenzhen Component Index up 0.24% [8] - The total trading volume in the two markets was 1.19 trillion RMB, a decrease of 161 billion RMB from the previous trading day [8] - Sectors such as consumer electronics and wind power equipment performed well, while beauty care and rare metals sectors faced declines [8][9]
格林基金吴慧娟“清仓式”卸任!规模69亿元债基操盘不足4个月
Sou Hu Cai Jing· 2025-06-18 04:31
Core Viewpoint - Wu Huijuan, a fund manager at Green Fund, has resigned from her management duties for three funds due to "personal reasons," marking her complete exit from the investment research front line at the firm [1][2]. Group 1: Personnel Changes - Wu Huijuan has stepped down from managing the Green Hong'an 63-month open-end bond fund, Green Hongxin pure bond fund, and Green Hong profit rate bond fund, with responsibilities transferred to co-manager Yin Zixin [1][2]. - Wu's departure comes after a brief tenure of less than four months, during which she held the position of deputy general manager of the Tianjin branch while managing the funds [2][4]. - The announcement of her resignation has led to speculation regarding the reasons behind it, but the company has only cited "personal reasons" without further details [2]. Group 2: Fund Management Background - Wu Huijuan's previous experience does not include public fund management, and she obtained her fund qualification only after joining Green Fund in December 2023 [4]. - The three funds managed by Wu had a combined management scale of 6.957 billion yuan, with the largest being the Green Hong'an 63-month open-end bond fund, which has undergone management changes among three managers with backgrounds from Bohai Securities [4][6]. - The management team for the funds has a notable connection to Bohai Securities, forming a closed-loop personnel chain within Green Fund [4]. Group 3: Fund Performance - During Wu's management, the Green Hong'an 63-month open-end bond fund achieved an annualized return of 4.31%, ranking 183rd among 3,328 similar funds [6]. - The Green Hongxin pure bond fund and Green Hong profit rate bond fund had annualized returns of 3.39% and 2.14%, respectively, with both funds outperforming their performance benchmarks during Wu's tenure [6].