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民生加银增强收益债券E
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8月份半数债券型基金上涨 华夏可转债增强上涨13%
Zhong Guo Jing Ji Wang· 2025-09-02 23:05
Group 1 - In August, among 7,295 comparable bond funds, 3,673 funds saw performance increases, while 3,502 experienced declines, with 120 funds remaining flat [1] - Convertible bond funds outperformed in August, with 17 funds showing gains exceeding 10%, primarily driven by the surge in A-shares [1] - The top-performing convertible bond funds included Huaxia Convertible Bond Enhanced Bond A and C, with returns of 13.38% and 13.34% respectively [1] Group 2 - The top five holdings for the Huaxia Convertible Bond Enhanced Bond included 25 National Bonds and several convertible bonds from companies like Xingye and Wens Foodstuffs [1] - The fund also held 23.74% of its assets in stocks, with significant positions in semiconductor leaders such as SMIC and North Huachuang [1] - Other notable funds included Southern Changyuan Convertible Bond A and C, which achieved monthly gains of 13.14% and 13.09% respectively [1] Group 3 - The bottom-performing fund was Minsheng Jianyin Rui Xia One-Year Open-End Bond Fund, which declined by 3.07% [3] - This fund primarily invested in financial bonds, with 35.75% of its net asset value in financial bonds and 8.48% in national bonds [3] - Only 13 bond funds experienced declines of over 2% in August, with several funds heavily invested in national bonds [3] Group 4 - The performance table for August showed that the top bond funds had significant positive returns, while several others, including Minsheng Jianyin funds, reported negative returns [4][5] - The performance metrics included cumulative net values and growth rates, highlighting the disparity in fund performance across the board [4][5]