2月14日，泉果基金官宣新任总经理、财务负责人、副总经理等管理层人选。 | 基金管理人名称 | 泉果基金管理有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》《证 | | | 券基金经营机构董事、监事、高级管理人员及从 | | | 业人员监督管理办法》等相关法律法规 | | 高管变更类型 | 新任基金管理公司总经理 | | | 新任基金管理公司副总经理 | | | 新任基金管理公司合规负责人、风控负责人 | | | 离任基金管理公司合规负责人、风控负责人 | | 新任高级管理人员职务 | 总经理 | | --- | --- | | 新任高级管理人员姓名 | 李云亮 | | 是否经中国证监会核准取得高管任职 | l | | 资格 | | | 中国证监会核准高管任职资格的日期 | - | | 任职日期 | 2026-02-13 | | 过往从业经历 | 曾任重庆理工大学讲师,重庆证监局副调研员,西南证券股 份有限公司证券资管部总经理,金鹰基金管理有限公司副总 经理、督察长,深圳前海金鹰资产管理有限公司董事长,上 海东方证券资产管理有限公司合规负责人、首席风险官、首 ...

Core Insights - The active equity fund manager landscape has undergone significant changes, with performance being the primary driver of fund size fluctuations [1][3] - Notable fund managers have seen their rankings shift due to changes in assets under management (AUM), with some exiting the "billion-dollar manager" category [1][2] - A new cohort of high-performing fund managers has emerged, leading the market with substantial AUM increases [1][6] Fund Manager Performance - As of the end of last year, there were 114 active fund managers managing over 100 billion yuan, with significant reshuffling in the top ranks [2] - Gao Nan from Yongying Fund leads with an AUM of 701.05 billion yuan, a 35.56% increase from the previous quarter [2][5] - Dong Han from Invesco Great Wall Fund follows with an AUM of 623.82 billion yuan, up 22.22% [2][5] - Zhang Kun from E Fund saw a decline in AUM to 483.83 billion yuan, down 14.43% [3][5] Notable AUM Changes - Several fund managers experienced significant AUM growth, such as Meng Xia from Harvest Fund, whose AUM increased by 76.63% to 120.64 billion yuan [6][8] - Zhang Haiqiao from Yongying Fund also saw a 52.99% increase in AUM, reaching 156.70 billion yuan [6][8] - Conversely, well-known managers like Zhao Yi from Quan Guo Fund faced substantial AUM declines, dropping from 190.69 billion yuan to 126.89 billion yuan, a 33.46% decrease [7][8] Market Trends - The reshuffling of the "billion-dollar fund manager" list reflects a more rational market where investors prioritize long-term performance and investment style compatibility over celebrity status [7][8] - The trend indicates a shift towards a performance-driven investment environment, encouraging fund managers to focus on enhancing their investment management capabilities [7][8]

Core Insights - The active equity fund manager landscape has undergone significant changes, with performance being the primary driver of fund size fluctuations [1][8] - A notable reshuffling of the "billion-dollar fund managers" has occurred, with some well-known managers experiencing a decline in their rankings due to shrinking fund sizes [1][8] Fund Manager Performance - As of the end of last year, there were 114 active fund managers managing over 10 billion yuan, with significant adjustments in the top rankings [1] - Gao Nan from Yongying Fund leads with a management scale of 701.05 billion yuan, a 35.56% increase from the previous quarter [1][5] - Dong Han from Invesco Great Wall Fund follows with 623.82 billion yuan, a 22.22% increase [2][5] - Zhang Kun from E Fund has seen a decline, with a management scale of 483.83 billion yuan, down 14.43% [2][5] Notable Fund Managers - Other prominent fund managers with over 30 billion yuan in management include Jiang Shan, Chen Sixing, and Xie Zhiyu, among others [3][5] - Meng Xia from Harvest Fund has shown remarkable growth, entering the "billion-dollar fund manager" list with a 76.63% increase to 120.64 billion yuan [7][8] Market Trends - The fourth quarter of last year saw a clear divergence in management scales among "billion-dollar fund managers," with some achieving significant growth while others faced declines [7][8] - Investors are increasingly prioritizing long-term performance stability and investment style compatibility over the allure of star fund managers, indicating a more rational market approach [8]

目前，泉果基金已将官网调至黑白色调。公开资料显示，泉果基金是一家全国性公募基金管理公司，注 册地为上海，注册资本为1亿元人民币。王国斌为发起股东之一，其持有泉果基金35%的股份，与公司 董事长任莉为并列第一大股东。 据了解，王国斌在证券市场从业超过三十年，系东方红资产管理创始人、首任董事长，君和资本联合创 始人，逝世前为泉果基金董事、总经理。 新京报记者 潘亦纯 编辑 陈莉 11月3日，泉果基金发布讣告称，公司创始人、总经理王国斌先生，因病医治无效，于2025年11月3日不 幸逝世，享年57岁。 由于王国斌病逝，目前泉果基金由任莉代任总经理职务。据了解，任莉曾任东方证券股份有限公司资产 管理业务总部副总经理，上海东方证券资产管理有限公司总经理助理、副总经理等职务。 星标"新京报" 及时接收最新最热的推文 点击"在看"，分享热点 贝壳财经记者注意到，尽管泉果基金成立时间不长，但截至2025年9月30日其规模已突破百亿元，达 237.87亿元，主要为混合型基金，同比增长约为62.71亿元。其中，由赵诣管理的泉果旭源三年持有的合 计规模超190亿元，占了该公司总规模的大半比例，截至10月31日收盘，该基金年内回报近 ...

Core Insights - Multiple public fund companies, including Beixin Ruifeng and Tongtai, have disclosed their Q3 reports, primarily focusing on equity funds, with a notable emphasis on technology and military sectors [1][2] Group 1: Fund Performance - The top-performing fund, Quan Guo Xu Yuan, reported a scale of 19.069 billion yuan, benefiting from heavy investments in technology and military sectors, leading to significant growth in both performance and scale [1] - Tongtai Digital Economy A achieved a net value increase of over 70% in Q3, focusing on domestic computing power and reducing exposure to overseas supply chains [2] - Beixin Ruifeng Advantage Industry fund saw a net value increase of over 50%, concentrating on strategic emerging industries represented by artificial intelligence [2] - Quan Guo Xu Yuan reported a net value increase of over 45%, driven by heavy investments in technology, new energy, and military sectors [2] Group 2: Market Trends - The technology sector has shown significant growth, with funds focusing on computing power, artificial intelligence, robotics, and semiconductors achieving good returns [2] - The market style has shifted towards growth, with traditional value sectors remaining weak [4] - Fund managers continue to view technology innovation, particularly artificial intelligence, as a core investment theme for the future [4][5] Group 3: Investment Strategies - Some funds, like Tongtai Huize, have focused on niche markets such as the pet economy, despite underperforming compared to broader indices [2] - The Huafu CSI Artificial Intelligence Industry ETF reported a net value increase of over 70%, highlighting the complexity and diversity of the AI sector as a favorable investment avenue [3] - Fund managers express optimism about the long-term potential of the pet economy, despite short-term setbacks [2] Group 4: Bond Market Outlook - The bond market experienced weak fluctuations in Q3, with a notable increase in the yield of 10-year government bonds by 20 basis points [6] - Fund managers anticipate a favorable economic backdrop for the bond market in Q4, supported by moderate monetary policy easing and improving market sentiment [6]