汇安裕和纯债债券A/C
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短期波动加剧如何安心收蛋?这一重磅榜单或可参考
Jiang Nan Shi Bao· 2025-10-14 04:29
Core Insights - The report by Guotai Junan Securities provides a comprehensive performance ranking of fund companies in equity and fixed income assets for the first three quarters of 2025, helping investors optimize their asset allocation [1] Group 1: Fund Performance - Huian Fund ranks among the top 20 in absolute returns for pure bond funds over the past three years, specifically 17th out of 131 [1] - Over the last five years, Huian Fund's absolute return ranking for pure bond funds is 29th out of 118, and for the last seven years, it is 21st out of 86 [1] Group 2: Star Funds - Several funds under Huian Fund have received five-star ratings from Guotai Junan Securities, including Huian Jia Hui Pure Bond Fund A, Huian Yu He Pure Bond Fund A/C, and Huian Jia Sheng Pure Bond Fund A/C, all achieving this rating for both three and five years [2] - The Huian Yong Fu 90-Day Holding Period Short-Duration Bond Fund A/C has achieved positive returns for 13 consecutive quarters since its inception on May 10, 2022, making it a rare example of a "quarterly income" pure bond fund [2] Group 3: Company Philosophy and Market Outlook - Established in 2016, Huian Fund emphasizes a client-centric approach and long-term business platform, with a governance structure that prioritizes risk aversion and long-term benefits [3] - In a low-interest-rate environment, pure bond funds are viewed as a stabilizing asset class, and investors are encouraged to select strong-performing bond fund companies and products to enhance their investment experience [3]
透视公募一季报 汇安基金权益固收亮点硬核解析
Jiang Nan Shi Bao· 2025-04-23 11:58
随着公募基金2025年一季报出炉,众基金产品的阶段性"成绩单"也得以揭晓。受益AI崛起引领的科技投 资热潮,部分"含科量"更高的主动权益产品搭上顺风车,整体表现突出。固收方面,尽管一季度遭遇逆 风考验,但长期看绩优纯债基金仍是"收蛋人"不可或缺的存在。其中在国泰海通证券纯债类基金绝对收 益排行榜上,汇安基金最近三年和最近五年均排名同业前30强。(数据来源:国泰海通证券《基金公司 权益及固定收益类资产业绩排行榜》,计算截至2025年3月31日,发布日期2025年4月2日) 权益:前瞻布局科技成长板块 从过往操作看,汇安行业龙头混合更多是从长期投资角度去寻找结构性的机会,整体保持较低的换手 率。邹唯在一季报中指出,希望把视角放到两到三年甚至更久的维度,去寻找到能够长大的行业和个 股。"目前来看,整体宏观环境趋于稳定,因为处于动力换挡期,国内经济整体趋于平淡但是却极具韧 性;因此,我们寻找到的结构性机会更多地出现在科技成长类行业,这也是我们目前配置的主要方 向"。 回顾一季度,在政策 "组合拳" 的持续发力下,我国经济呈现"科技强、消费 弱、周期稳"的格局,市场 结构性行情显著,科技(电子、计算机)、制造(机械设备 ...