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格林基金旗下3只基金增聘吕国钦
Zhong Guo Jing Ji Wang· 2025-12-31 08:29
中国经济网北京12月31日讯 今日,格林基金公告,格林聚合增强债券、格林聚享增强债券、格林 聚利增强一个月持有期债券增聘吕国钦。 吕国钦曾任海影(上海)投资咨询有限公司投资研究部量化研究员、宁波平方和投资管理合伙企业 (有限合伙)投资研究部量化策略研究员、上海启林投资管理有限公司投资研究部资深量化研究员、东 兴基金管理有限公司量化投资部量化研究员。2025年12月加入格林基金,曾任固定收益部基金经理助 理,现任基金经理。 格林聚利增强一个月持有期债券A/C成立于2024年9月19日,截至2025年12月30日,其今年来收益 率为4.33%、3.76%,成立来收益率为5.63%、4.74%,累计净值为1.0563元、1.0474元。 | 基金名称 | 格林聚享增强债券型证券投资基金 | | --- | --- | | 基金简称 | 格林聚享增强债券 | | 基金土代码 | 016804 | | 基金管理人 | 格林基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《基金管理公司 | | | 投资管理人员管理指导意见》等有关法律法规的规定。 | | 基金经理变更类型 | 增聘其金经 ...
冯翰尊离任格林基金旗下5只基金
Zhong Guo Jing Ji Wang· 2025-12-04 08:00
Core Insights - The announcement from Green Fund indicates the departure of Feng Hanzun from multiple bond funds, including Green Enhanced One-Month Holding Period Bond and Green Enhanced Bond [1][2][3] - Feng Hanzun has been with Green Fund since November 2016, serving in various roles before becoming a fund manager [1] - The funds mentioned have shown varying performance metrics, with some achieving significant year-to-date returns [1][2] Fund Performance Summary - **Green Enhanced One-Month Holding Period Bond A/C**: Established on September 19, 2024, with a year-to-date return of 4.17% and a cumulative net value of 1.0547 yuan [1] - **Green Enhanced Bond A/C**: Established on October 20, 2023, with a year-to-date return of 12.36% and a cumulative net value of 1.1921 yuan [1][2] - **Green Pure Bond A/C**: Established on June 11, 2020, with a year-to-date return of 2.47% and a cumulative net value of 1.1730 yuan [1] - **Green Enhanced Bond A/C**: Established on November 14, 2021, with a year-to-date return of 4.58% and a cumulative net value of 1.3617 yuan [2] - **Green One-Year Open-End Bond Initiated Fund**: Established on November 29, 2021, with a year-to-date return of 0.91% and a cumulative net value of 1.0894 yuan [2] Management Changes - The announcement includes the appointment of Yin Lujin as the new fund manager for several funds, replacing Feng Hanzun [3][4] - The management changes are in accordance with relevant regulations regarding the disclosure of investment management personnel [3][4]
格林基金固收总监柳杨“清仓式”离任
Zhong Guo Jing Ji Wang· 2025-09-29 08:08
Core Viewpoint - The recent announcement from Green Fund regarding the departure of Liu Yang, who held multiple roles including fund manager and director of fixed income, raises questions about the management stability of several bond funds under the company's management [1][4][5]. Fund Performance Summary - **Green Hongzhuo Interest Rate Bond Fund**: Established on August 22, 2024, with a year-to-date return of -0.93% and a cumulative net value of 1.0019 yuan [1]. - **Green Hongli Enhanced Bond Fund A/C**: Established on August 5, 2020, with year-to-date returns of 0.67% and 0.37%, and cumulative net values of 1.0146 yuan and 0.9894 yuan [1]. - **Green Aggregation Enhanced Bond Fund A/C**: Established on October 20, 2023, with year-to-date returns of 8.93% and 8.63%, and cumulative net values of 1.1558 yuan and 1.1514 yuan [1]. - **Green Hongxu Interest Rate Bond Fund**: Established on September 5, 2022, with a year-to-date return of 1.73% and a cumulative net value of 1.1101 yuan [2]. - **Green Hongjing Bond Fund A/C**: Established on January 27, 2021, with year-to-date returns of -1.00% and -1.08%, and cumulative net values of 2.3648 yuan and 2.3160 yuan [2]. - **Green Short and Medium Term Bond Fund A/C**: Established on October 28, 2020, with year-to-date returns of 1.01% and 0.73%, and cumulative net values of 1.1573 yuan and 1.1376 yuan [2]. - **Green Honghao Pure Bond Fund**: Established on March 25, 2022, with a year-to-date return of -1.45% and a cumulative net value of 1.1039 yuan [2]. - **Green Hongsheng One-Year Open-End Bond Fund**: Established on November 29, 2022, with a year-to-date return of 0.35% and a cumulative net value of 1.0836 yuan [2]. - **Green Xinyue One-Year Holding Mixed Fund A/C**: Established on June 9, 2021, with year-to-date returns of 2.09% and 1.79%, and cumulative net values of 0.9366 yuan and 0.9206 yuan [3]. Management Changes - Liu Yang has been dismissed as the fund manager for multiple funds including Green Hongzhuo Interest Rate Bond Fund, Green Hongli Enhanced Bond Fund, and Green Aggregation Enhanced Bond Fund, with other managers continuing to oversee these funds [4][5].