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年内涌现53只“翻倍基”,2025年前三季度基金业绩放榜
Zheng Quan Shi Bao· 2025-10-02 11:11
2025年前三季度落下帷幕,在这场结构性牛市中,公募基金行业迎来了丰收年,主动权益类基金凭借出 色的表现,打了一场漂亮的"翻身仗"。 Wind数据显示,在AI算力和创新药两大景气赛道的支撑下,截至9月30日,全市场53只基金年内收益率 翻倍,科技成长风格成为最大赢家;同时,以黄金为代表的大宗商品也高歌猛进,黄金ETF年内普遍上 涨超40%。 53只"翻倍基"横空出世 在今年的结构性行情中,主动权益基金表现尤为突出,涌现出一批业绩惊人的"翻倍基"。 Wind数据显示,截至9月30日,年内共有53只基金的收益率超过100%,其中主动权益基金达到了42 只,占比近八成,充分体现了基金经理在科技成长等热门赛道上的精准布局能力。 紧随其后的是张韡管理的汇添富香港优势精选A,年内收益率高达155.09%,该基金也是QDII基金中的 领跑者。二季报显示,该基金重仓港股创新药,前五大重仓股分别为映恩生物、科伦博泰生物、信达生 物、和黄医药、康诺亚。 此外,冯炉丹管理的中欧数字经济A则以140.86%的收益率位列第三,吴海宁管理的恒越优势精选、韩 浩管理的中航机遇领航分别以128.21%、127.17%的收益率排名第四和第五, ...
年内涌现53只“翻倍基”!2025年前三季度基金业绩放榜
证券时报· 2025-10-02 10:55
2025年前三季度落下帷幕,在这场结构性牛市中,公募基金行业迎来了丰收年,主动权益类基金凭借出色的表现,打了一场漂亮的"翻身仗"。 Wind数据显示,在AI算力和创新药两大景气赛道的支撑下,截至9月30日,全市场53只基金年内收益率翻倍,科技成长风格成为最大赢家;同时,以黄金为代表的 大宗商品也高歌猛进,黄金ETF年内普遍上涨超40%。 53只"翻倍基"横空出世 在今年的结构性行情中,主动权益基金表现尤为突出,涌现出一批业绩惊人的"翻倍基"。 Wind数据显示,截至9月30日,年内共有53只基金的收益率超过100%,其中主动权益基金达到了42只,占比近八成,充分体现了基金经理在科技成长等热门赛道上 的精准布局能力。 具体来看,任桀管理的永赢科技智选A以194.49%的回报率,问鼎2025年前三季度主动权益基金业绩冠军。二季报显示,该基金重仓了海外算力产业链,前五大重仓 股分别为新易盛、中际旭创、天孚通信、胜宏科技、源杰科技等光模块、PCB龙头,其中PCB牛股胜宏科技年内大涨581%,为该基金贡献了丰厚收益。 紧随其后的是张韡管理的汇添富香港优势精选A,年内收益率高达155.09%,该基金也是QDII基金中的领 ...
年内涌现53只“翻倍基”!2025年前三季度基金业绩放榜
Sou Hu Cai Jing· 2025-10-02 07:20
2025年前三季度落下帷幕,在这场结构性牛市中,公募基金行业迎来了丰收年,主动权益类基金凭借出 色的表现,打了一场漂亮的"翻身仗"。 在今年的结构性行情中,主动权益基金表现尤为突出,涌现出一批业绩惊人的"翻倍基"。 Wind数据显示,截至9月30日,年内共有53只基金的收益率超过100%,其中主动权益基金达到了42 只,占比近八成,充分体现了基金经理在科技成长等热门赛道上的精准布局能力。 具体来看,任桀管理的永赢科技智选A以194.49%的回报率,问鼎2025年前三季度主动权益基金业绩冠 军。二季报显示,该基金重仓了海外算力产业链,前五大重仓股分别为新易盛、中际旭创、天孚通信、 胜宏科技、源杰科技等光模块、PCB龙头,其中PCB牛股胜宏科技年内大涨581%,为该基金贡献了丰 厚收益。 Wind数据显示,在AI算力和创新药两大景气赛道的支撑下,截至9月30日,全市场53只基金年内收益率 翻倍,科技成长风格成为最大赢家;同时,以黄金为代表的大宗商品也高歌猛进,黄金ETF年内普遍上 涨超40%。 53只"翻倍基"横空出世 体现在基金业绩上,黄金ETF成为今年商品型基金的最大赢家。Wind数据显示,截至9月30日,1 ...
最高近190%!前三季度37只基金收益翻倍!AI主题表现领跑
Sou Hu Cai Jing· 2025-09-30 12:53
本文共1900 字 阅读完约7分钟 金融投资报记者 刘庆华 三季度行情即将收官。在经历了一季度的震荡上行,一季度末和二季度初的调整之后,A股市场和港股 市场自4月中旬以来持续走高,并在三季度迭创阶段新高,投向股票资产的基金也获得了不错的收益。 Wind数据显示,今年以来截至9月26日,在权益类基金和QDII基金中,合计共有37只基金收益率翻倍。 主动管理的A股权益类基金中,重仓AI的基金收益率领先,单只基金收益率最高接近190%。被动指数 型基金中,跟踪创新药、通信、人工智能等方向的基金收益率居前。 01 主动权益基金:31只基金收益翻倍 投向A股的主动权益类基金今年以来表现不俗,超额回报出色。截至9月26日,算术平均收益率为 30.32%(剔除年内成立的基金),超过98%的主动权益类基金取得正收益,收益率超50%的基金达到 684只,占比超15%。其中,收益率超过100%的基金有31只,单只基金最高收益率接近190%。 永赢科技智选A以189.58%的收益率领跑。二季度以来该基金净值涨幅明显,近半年的收益率超过了 164%。从基金季报可以看到,二季度末该基金有明显的调仓动作,前十大重仓股全部更换,将持仓重 ...
创新药与北交所主题基金领跑,2025年上半年公募全线飘红
Guan Cha Zhe Wang· 2025-09-12 06:20
Core Insights - The Chinese public fund market experienced a "universal rise" in the first half of 2025, with over 87% of the more than 12,600 funds achieving positive returns, reflecting an optimistic market sentiment [1][2] - The structural bull market was driven by policy benefits, deep valuation recovery, and high growth expectations, with thematic investments, particularly in innovative pharmaceuticals and the Beijing Stock Exchange, standing out [1][3] - Fund performance showed significant differentiation, with the top-performing funds concentrated in thematic investments, especially in innovative pharmaceuticals [2][4] Thematic Fund Performance - The top 10 funds in the performance rankings were dominated by thematic funds, with 7 out of 10 focusing on innovative pharmaceuticals [2][3] - The champion fund, Huatai-PB Hong Kong Advantage Selection A, achieved an impressive return of 86.48%, heavily investing in Hong Kong innovative pharmaceutical stocks [2][3] - The second place, CITIC Securities Beijing Stock Exchange Selection Two-Year Open A, recorded a return of 82.45%, benefiting from policy advantages and valuation increases in the Beijing Stock Exchange [2][3] Non-Thematic Fund Opportunities - Non-thematic funds also showed potential, with GF Growth Navigator One-Year Holding A achieving a return of 68.29%, ranking seventh on the list [3] - The resurgence of the innovative pharmaceutical sector was attributed to factors such as aging population demands, supportive policies, and valuation recovery [3][4] Fund Company Performance - Fund companies overall reported positive performance in the first half of 2025, but differentiation among them intensified [4][5] - E Fund led in revenue and net profit, with 5.896 billion yuan in revenue and 1.877 billion yuan in net profit, while GF Fund showed the most significant growth in net profit, increasing by 43.54% [5] - Some companies faced challenges with profit declines, attributed to product structure imbalances and high sales channel costs [5][6] Industry Trends - The public fund industry is transitioning from a "scale-oriented" to a "quality-oriented" approach, focusing on enhancing investor experience [6] - Key factors influencing the industry landscape include the sustainability of strong performances in innovative pharmaceuticals and the Beijing Stock Exchange, market style shifts, and responses to fee reform pressures [6]
3800点“牛头”昂起!超97%主动权益基金“吃肉”,这122只却还在“站岗”
Hua Xia Shi Bao· 2025-09-05 11:38
Market Overview - The A-share market has shown a strong upward trend since August, with major indices reaching new highs and significant trading volume, indicating a bullish sentiment among investors [2][3] - As of September 4, over 94% of public funds have reported positive returns this year, with 397 funds achieving returns exceeding 50% [2][3] Fund Performance - Among the 13,110 public funds, 12,372 have positive returns, with 1,592 funds yielding over 30% and 397 funds exceeding 50% [2] - Active equity funds have performed particularly well, with an average return of 21.61%, and over 97% of these funds reporting positive returns [2][3] Top Performing Funds - The top-performing funds include Huatai-PineBridge Hong Kong Advantage Selection A and Yongying Technology Smart Selection A, both achieving returns over 160% [2][4] - Funds focusing on innovative pharmaceuticals and technology sectors have been particularly successful, with 12 active equity funds doubling their returns this year [4][5] Investment Trends - The strong performance of active equity funds is attributed to macroeconomic recovery and structural opportunities in the market, particularly in sectors like AI, new energy, and pharmaceuticals [3][4] - The investment logic for pharmaceutical funds emphasizes a "cyclical thinking" approach, anticipating a prolonged growth phase for innovative drugs due to upcoming commercialization and clinical data releases [5] Underperforming Funds - Despite the overall positive trend, 122 active equity funds have reported losses this year, with the worst-performing fund down 16.1% [6] - Many underperforming funds are heavily invested in manufacturing and technology sectors, which have struggled in the current market environment [6] Future Outlook - The outlook for active equity funds remains optimistic, with expectations of continued investment opportunities driven by policy support, liquidity improvements, and industry upgrades [7][8] - Investment strategies are shifting towards cyclical stocks, with a focus on sectors such as industrial metals, chemicals, and consumer goods [8]
“专业买手”最新重仓基金曝光,这些基金涨超100%
Summary of Key Points Core Viewpoint - The latest FOF (Fund of Funds) report reveals a strong preference for bond funds, with significant interest in various ETF, actively managed equity funds, and QDII funds as the capital market shows signs of recovery [1][3]. Group 1: FOF Holdings and Performance - In Q2, bond funds remained the primary focus for FOF, with the highest market value held in Hai Fu Tong Zhong Zheng Short Bond ETF, exceeding 1.643 billion yuan [3][4]. - The top 30 actively managed equity funds held by FOF saw 21 funds yielding over 20% returns, while two QDII funds exceeded 100% returns [1][19]. - The top three funds with the most significant increase in holdings were all bond funds, with Bo Shi Credit Preferred E seeing an increase of over 800 million shares [6][7]. Group 2: ETF Performance - The total scale of ETFs surpassed 4.31 trillion yuan, marking a 15.57% increase from the previous year [10]. - The top five ETFs by market value held by FOF include Hai Fu Tong Zhong Zheng Short Bond ETF and Bo Shi Zhong Dai 0-3 Year National Development Bank ETF [10][12]. - The best-performing ETFs focused on the technology sector, with returns ranging from 35.98% to 49.30% [11]. Group 3: QDII Fund Insights - The highest market value QDII fund held by FOF was Hua Xia Hang Seng ETF, with over 800 million yuan in holdings [19][20]. - Two QDII funds, Hui Tian Fu Hong Kong Advantage Selected A and Guang Fa Zhong Zheng Hong Kong Innovative Medicine ETF, reported returns exceeding 100% [19][20]. Group 4: Market Outlook - FOF managers express optimism for the market's continuation, emphasizing the need for cautious investment strategies amid rapid industry rotations [23]. - The anticipated economic stabilization and potential overseas capital inflows are expected to benefit the Chinese capital market [23].
QDII基金7月表现:平均回报3.95% 广发基金、宏利基金、华安基金等产品跌幅居前
Sou Hu Cai Jing· 2025-08-18 09:58
Core Viewpoint - The average return rate of over 300 existing QDII funds in the public market for July 2025 is 3.95%, with significant performance variations among different funds [1][3]. Group 1: Top Performing QDII Funds - The top-performing QDII funds in July 2025 are primarily related to Hong Kong pharmaceutical assets, with the Huatai-PB Hang Seng Innovation Drug ETF achieving a return of 27.74% [2][3]. - The E Fund Global Pharmaceutical Industry RMB A fund also performed well, with a return of 27.47% in July [2][6]. - Other notable funds include the GF CSI Hong Kong Innovation Drug ETF and the Huitianfu Hong Kong Advantage Selection A, both with returns of 27.04% [2][3]. Group 2: Underperforming QDII Funds - Over 40 QDII funds experienced negative returns in July 2025, particularly those focused on the Indian and Japanese markets [11]. - The Manulife India fund had the largest decline, with a return of -3.84%, while the Huaan Mitsubishi Nikkei 225 ETF linked A saw a return of -2.19% [14]. - The GF Global Healthcare A RMB fund also faced a significant drop, with a return of -1.99% [14]. Group 3: Long-term Performance - Four active equity QDII products have achieved an annualized return of over 30% since their inception, including the Jiashi Global Industrial Upgrade A and the Southern Hong Kong Digital Economy A [7][8]. - The Jiashi Global Industrial Upgrade A fund, established in February 2023, has a strong focus on major tech stocks like NVIDIA and Micron Technology [8].
沪指冲关3700点背后:散户跑步入场、主动权益赎回“降温”
Di Yi Cai Jing· 2025-08-14 12:49
Market Overview - The A-share market experienced a "high and low" trend on August 14, with the Shanghai Composite Index reaching a peak of 3704.77 points before closing at 3666.44 points, losing the 3700-point mark [1][2] - Despite over 4600 stocks declining, the market saw a significant increase in trading volume, with a total turnover of 2.3 trillion yuan, marking a new high for daily trading volume this year [2][3] Investor Sentiment - Retail investors have become a major source of incremental funds in the current bull market, with new account openings on the Shanghai Stock Exchange reaching 1.9636 million in July, a 71% increase year-on-year [2] - Small orders (less than 10,000 shares or 50,000 yuan) have shown a continuous net inflow, indicating a rise in short-term speculative trading sentiment [3] Fund Performance - The performance of equity funds has significantly improved, with 12 funds achieving over 100% net growth this year, led by the Huatai-PB Hong Kong Advantage Select A fund with a return of 132.55% [5] - The issuance of new funds has rebounded, with over 670 billion yuan in new fund issuance this year, and active equity products seeing a 30% year-on-year increase in issuance [5] Market Dynamics - The current bull market is characterized as a non-typical bull market under weak economic recovery, with low-risk returns and rising risk appetite, despite no significant improvement in corporate earnings [1][6] - The market is experiencing a positive cycle of "momentum effect" and "profit effect," attracting more incremental funds and boosting investor confidence [3][6] Sector Focus - The multi-financial sector has shown strong performance, with non-bank financial stocks rising, while other sectors have generally declined [2] - Analysts suggest focusing on high-growth sectors such as AI applications and advanced semiconductor processes, as government policies are supportive of these areas [6][7]
A股涨基金亏?新人掌舵收益翻倍,前海开源等十余基金跌超10%
Xin Jing Bao· 2025-08-14 08:19
7月以来,A股市场持续升温。8月14日早盘,上证指数一度突破3700点。 新京报贝壳财经记者梳理看到,公募基金产品收益水涨船高,九成以上基金产品(只含主代码,不含货币基金) 年内回报实现正增长,其中,逾2000只产品年内回报超过20%。 不过,牛市呼声中,不乏年内回报亏损的基金产品,刘彦春、葛兰等明星基金经理在管的基金产品日前徘徊在盈 亏平衡线上。 新京报贝壳财经记者注意到,今年以来,消费白酒概念不香了,招商中证白酒、鹏华白酒ETF年内出现亏损。相 比之下,医药概念复苏、港股、机器人概念火爆、相关基金产品收益表现靠前,12只基金产品年内收益实现翻 倍。 九成基金产品正增长,医药等赛道成"香饽饽" 7月以来,上证指数接连突破3500点、3600点。截至8月13日,上证指数收报3683.46点,超过上年"924行情"高 点,8月14日早盘,上证指数一度突破3700点。 A股热情高涨,公募产品收益也水涨船高。贝壳财经记者据查询,截至8月13日,已有业绩数据的基金(只含主代 码,不含货币基金)近1.26万只,九成以上年内实现正收益,其中,逾2000只产品年内回报超过20%,12只基金 产品实现翻倍增长。 | 序号 | ...