泉果思源三年持有混合
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泉果基金王国斌离世,官网已变黑白色,旗下基金前三季度均创成立后新高
第一财经· 2025-11-03 08:53
2025.11. 03 本文字数:1211,阅读时长大约2分钟 作者 | 第一财经 魏中原 封图 | 泉果基金官网 王国斌是中国资本市场的元老级人物,是东方证券资产管理业务(即"东方红"品牌)的核心创始人和领军人。在他的带领下,东方红开创了独特的价值 投资体系,并打造了多只长期业绩优异的明星产品。2016年,王国斌从东方红资管董事长的位置上离任,投身一级市场。2022年,王国斌重返公募行 业,泉果基金自成立以来就备受市场关注。 成立三年多,泉果基金吸引了多位基金经理加盟,包括此前获得年度冠军、农银汇理原基金经理赵诣,以及刚登峰、钱思佳、孙伟等。泉果基金在产品 发行上采取精品策略,目前旗下主要公募产品数量不多。 11月3日下午,泉果基金发布公告,总经理王国斌病逝,由任莉代任总经理职务。公告发出后,泉果基金官网已变黑白色。 泉果基金成立后,产品发行正是A股市场整体表现低迷时,在成立前两年的熊市环境中,泉果旭源的净值表现低迷,尤其是以泉果旭源三年持有混合为 代表的旗下产品的收益表现没有达到很多人的预期。 直到今年A股整体行情回暖,泉果基金下面所有的基金成立至今,均为正收益,截至9月30日,泉果旗下全部6只基金成立以 ...
泉果基金王国斌离世,旗下基金前三季度均创成立后新高
Di Yi Cai Jing· 2025-11-03 08:15
Core Points - The article discusses the recent developments at QuanGuo Fund, including the passing of its general manager Wang Guobin and the appointment of Ren Li as the acting general manager [2][3] - QuanGuo Fund, established in February 2022, has gained attention in the market, particularly due to its unique value investment system developed by its founder Wang Guobin [3] - As of the end of Q3 2023, QuanGuo Fund's total assets under management reached approximately 23.787 billion yuan, with five fund managers overseeing its operations [3][4] Company Overview - QuanGuo Fund was founded by Wang Guobin, a veteran in China's capital market, and Ren Li, the former general manager of Dongfanghong Asset Management [3] - The fund has attracted several notable fund managers, including Zhao Yi, who previously won an annual championship, and others like Qian Sijia, Sun Wei, and Gang Dengfeng [3] - The fund employs a boutique strategy in product issuance, resulting in a limited number of public fund products [3] Fund Performance - Since its inception, QuanGuo Fund has faced challenges, particularly during the bear market, with its flagship product, QuanGuo Xuyuan, underperforming initially [4] - However, as of September 30, 2023, all six funds under QuanGuo Fund have achieved positive returns, marking a significant recovery in the A-share market [4] - The largest fund, QuanGuo Xuyuan, launched in October 2022, has shown a year-to-date return of 47.46%, ranking in the top 20% of its category, although it has underperformed compared to the CSI 300 index since its inception [5] Specific Fund Details - QuanGuo Xuyuan's top holdings include major companies such as CATL, Tencent, Luxshare Precision, Kuaishou, and Tianshan Aluminum [5] - QuanGuo Jiayuan, managed by Qian Sijia, has shown a net value growth rate of 33.16% since its inception, with a maximum drawdown of -10.10%, significantly better than the broader market indices [6] - The fund's stock allocation is heavily weighted, with 78.12% of its net asset value in equities, including a notable allocation to Hong Kong stocks [6]