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前11月九成债基上涨 南方昌元可转债上涨37%
Zhong Guo Jing Ji Wang· 2025-12-07 23:28
中国经济网北京12月8日讯 (记者 康博) 根据同花顺数据显示,截至11月30日收盘,今年前11月在 6722只(各份额分开计算,下同)有可比业绩的债券型基金中,实现业绩上涨的共有6060只,占比 90%,另有29只持平,633只下跌。 从具体涨幅看,有3只债基在前11月里上涨超过30%,而涨幅超过20%的合计共达到了60只。受益于 A股市场今年内的强劲上涨,南方昌元可转债债券A、南方昌元可转债债券C、民生增强收益债券A领涨 明显,涨幅分别为37.95%、37.32%、30.49%。 今年三季报显示,南方昌元可转债持有的债券资产占81.90%,股票资产占16.21%。前五大债券均为 转债,分别为隆22转债、国投转债、温氏转债、烽火转债、睿创转债;前十大重仓股为兆易创新、杰华 特、广东宏大、寒武纪、航天电子、中科飞测、新雷能、新大陆、德赛西威、虹软科技。 该基金由累计管理经验10年的老将刘文良管理。资料显示,刘文良2012年7月加入南方基金,历任 固定收益部转债研究员、宏观研究员、信用分析师。2015年2月26日至2015年8月20日任经理助理,2015 年12月至今任基金经理。 民生增强收益债券A由14年老将 ...
9月份45%债券型基金上涨 工银可转债优选债券涨超8%
Zhong Guo Jing Ji Wang· 2025-10-13 00:15
Group 1 - In September 2023, among 7344 comparable bond funds, 3326 funds (45%) reported positive performance, while 3856 funds experienced declines [1][2] - The top-performing funds included ICBC Convertible Bond Preferred A and C, with returns of 8.48% and 8.45% respectively, managed by Chen Han [1][2] - Other notable funds with over 6% returns included Hengsheng Qianhai Hengyu Bond C and Huaxia Convertible Bond Enhanced A and C [2][3] Group 2 - The Hengsheng Qianhai Hengyu Bond C primarily invests in corporate and financial bonds, with significant holdings in various bonds [2] - Huaxia Convertible Bond Enhanced A, managed by He Jiaqi, has a stock allocation of 23.74%, including leading semiconductor stocks [2][3] - The performance of bond funds varied, with only five funds showing declines exceeding 3% in September [3][4] Group 3 - The top five declining funds included Huatai Baoxing Zunyi Rate Bond C and A, both down approximately 3.24% and 3.23% respectively, primarily holding government bonds [3][4] - Other funds with declines over 2.5% included Mingya Stable 3-Month Holding Period Bond C and A, among others [3][5] - The data indicates a mixed performance landscape for bond funds, with a significant number of funds achieving positive returns while others faced notable declines [1][3]