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“投资者利益至上”价值观驱动高质量发展,永赢基金近一年为持有人盈利超380亿元
Zhong Zheng Wang· 2025-11-28 10:53
据永赢基金披露的季报数据显示,截至2025年9月30日,近一年为持有人实现盈利383.15亿元,展现出较强的 持续盈利能力和产品韧性。亮眼数据的背后,是永赢基金坚持的"投资者利益至上"核心价值观与"长期主 义"企业文化的深厚积淀。 永赢基金与行业同频共振,推动公司高质量可持续发展迈向新高度。秉持"向下扎根、向内思考、向外探 寻"的理念,以投资者获得感为核心追求,在投研文化、产品布局、标准化管理等多维度升级迭代。 产品布局方面,永赢基金坚持广泛观察、深度分析客户需求,结合各类可投标的风格属性,提供多元化、综 合性的产品方案,并根据不同投资者定位,进行科学划分,力争实现投资能力与客户需求的高效匹配。多年 来,打造了丰富多元的产品线,全面覆盖不同类型、主题与风格,力争让每位客户都能寻找到匹配自己投资 目标的产品。 以上数据均截至2025/9/30。近1年利润数据来源:基金各季度报告,取所有产品24Q4/25Q1/25Q2/25Q3季报 披露的利润总和,单只产品利润为各份额合计。主动权益系列包含永赢基金旗下产品分类为偏股混合 型、灵活配置型、普通股票型的产品,近1年具体利润为231.04亿元。指数系列包含永赢基金旗下 ...
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]