汇添富创新医药混合

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二季度百亿级主动权益基金经理增至84位 新晋选手展现多元投资风格
Huan Qiu Wang· 2025-09-18 03:21
【环球网财经综合报道】公募排排网最新数据显示,截至2025年二季度末,管理规模超百亿元的主动权益基金经理数量达到84位,较2024年末新增15位。这 一群体中不乏管理规模从二三十亿元快速扩张至百亿级别的基金经理,实现了从新锐到百亿基金经理的跨越。 统计显示,这批新晋百亿基金经理全部具备至少四年以上投资经验,其中四人从业时间超过10年。 张韡管理的基金以医疗健康方向为主,包括汇添富创新医药混合、汇添富医疗服务灵活配置混合等6只产品。二季报显示,其前十大重仓股中的恒瑞医药、 信达生物、三生制药等医药标的涨幅显著,其中三生制药单季度涨幅高达97.74%,推动产品净值大幅飙升。 以2025年上半年管理规模净增长为标准,新晋百亿基金经理中规模增长前十的"入围线"为31.02亿元。永赢基金的张璐和高楠分别以133.88亿元和107.79亿元 的增长额位居前两位。 张璐年初管理规模仅20.25亿元,上半年凭借强劲业绩实现超7倍增长,二季度末规模达到154.13亿元。高楠的管理规模从45.47亿元增长至153.26亿元,他作 为永赢基金首席权益投资官,产品覆盖面广、布局分散,重点押注成长与消费结合的跨周期赛道,重仓泡泡玛特、 ...
突破34万亿大关公募基金管理规模再创新高
Zhong Guo Zheng Quan Bao· 2025-07-21 20:16
Core Insights - The public fund management scale has reached a new historical high of 34.05 trillion yuan as of the end of Q2 2025, with a quarterly increase of over 2.24 trillion yuan [1][2] - The main contributors to this growth are bond funds, money market funds, and equity funds, with bond funds increasing by 865.32 billion yuan, money market funds by 950.54 billion yuan, and equity funds by 271.15 billion yuan [2] Fund Management Scale - As of the end of Q2 2025, the management scale of various fund types includes: equity funds at 4.74 trillion yuan, mixed funds at 3.32 trillion yuan, bond funds at 10.77 trillion yuan, and money market funds at 13.93 trillion yuan [1] - The public fund management scale has consistently increased since surpassing 30 trillion yuan in April 2024, with multiple records set thereafter [1] Leading Fund Companies - The top ten public fund management companies include E Fund, Huaxia Fund, and GF Fund, with E Fund managing 2.16 trillion yuan and Huaxia Fund managing 2.10 trillion yuan, marking them as the only two companies above the 2 trillion yuan threshold [2][3] - Huaxia Fund experienced the largest growth in management scale in Q2, increasing by 184.76 billion yuan [2] Non-Money Market Fund Growth - In the non-money market fund category, the top ten companies include E Fund, Huaxia Fund, and GF Fund, with both Huaxia and E Fund seeing increases of over 100 billion yuan in management scale [3] - Several thematic funds have also seen significant growth, particularly index funds, driven by large capital inflows into broad-based index ETFs [3][4] Thematic Fund Performance - Among actively managed equity funds, thematic funds have shown substantial growth, with the highest increase seen in the Huatai-PineBridge Innovation Medicine Mixed Fund, which grew by 4.36 billion yuan [4] - Other notable funds include Huaxia Military Industry Security Mixed Fund and Yongying Advanced Manufacturing Select Mixed Fund, both of which also experienced significant scale increases [4]
汇添富百亿基金经理更迭,激进派张韡接管保守派郑磊最大在管产品
Sou Hu Cai Jing· 2025-05-27 04:34
5月24日,汇添富基金公告旗下产品"汇添富创新医药"解聘基金经理郑磊,该基金交由当前共同管理该产品的张韡来管理。张韡于2025年4月10日被增聘 为"汇添富创新医药混合"的基金经理,经过大约一个半月时间的交接,郑磊正式退出由张韡接棒。 郑磊,复旦大学社会医学与卫生事业管理硕士。曾任国泰君安证券研究员、中海基金医药行业分析师、基金经理。2017年11月加入汇添富基金管理股份有限 公司,2018年8月8日开始任"汇添富创新医药"的基金经理,这也是郑磊在汇添富基金管理的第一只产品。 图中人物系汇添富基金 基金经理 郑磊 张韡业绩优秀、管理规模创新高,郑磊业绩不佳、管理规模持续萎缩 引起这次基金经理变更的直接导火索是今年以来张韡的业绩要显著跑赢郑磊。根据wind统计,截止2025年05月23日,张韡的投资经理指数今年以来的收益率 是34.31%,而郑磊的投资经理指数今年以来的收益率是16.61%。 下图是张韡的投资经理指数表现 值得注意的是,郑磊和张韡均是汇添富基金旗下管理医药主题基金的基金经理,郑磊比张韡管理公开产品的时间更长,郑磊的投资经理年限9.70年,张韡的 投资经理年限为4.17年。截至2025年3月31日 ...