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卢丽阳执掌规模年增13倍、交易能力突出!永赢基金顺势为其再推新基
Sou Hu Cai Jing· 2025-06-18 04:26
Group 1 - The core point of the news is the launch of "Yongying Huida 6-Month Holding" fund, which will be available for subscription from June 23 to July 11, 2025, targeting both institutional and individual investors [2] - The fund is a mixed bond fund with a significant allocation to bonds, and its performance benchmark is composed of 90% of the yield of the China Bond Comprehensive Price Index, 8% of the yield of the CSI 300 Index, and 2% of the yield of the Hang Seng Index [2] - The fund is managed by two fund managers, Lu Liyang and Qian Buke, with Lu focusing on mixed bond funds and Qian specializing in bond fund management [2] Group 2 - Lu Liyang has 7 years of experience in the securities industry and has managed a total of 6.307 billion yuan across 3 products at Yongying Fund, with a notable performance of 26.33% for "Yongying Xinxin A" [2][4] - Qian Buke has 13 years of experience and manages 35.794 billion yuan across 6 products, with a performance of 14.20% for "Yongying Qianyi" [3][4] - The performance of Lu Liyang's managed products has shown significant growth, with a 49.94% quarter-on-quarter increase from 39.48 billion yuan to 59.20 billion yuan as of March 31, 2025, and a year-on-year increase of 1380% from 4 billion yuan [4][5] Group 3 - "Yongying Xinxin" fund's asset allocation has shifted significantly under Lu Liyang's management, with bond holdings increasing to around 90%, while stock holdings have decreased to 5-10% [5][9] - The fund's annual returns have consistently outperformed its benchmark since Lu took over, with returns of 1.64% in 2025, 13.01% in 2024, and 10.36% in 2023 [8][9] - The fund's investment strategy includes a focus on high-dividend growth stocks and a flexible approach to bond duration management, resulting in a high turnover rate of 2652% for stocks [9][12]