中国经济网北京6月16日讯 近日，泉果基金管理有限公司公告称，泉果泰然30天持有期债券(A类 020855；C类020856)增聘基金经理钱思佳、徐缘，戴骏离任。 钱思佳2008年3月至2010年10月就职于东方证券股份有限公司资产管理业务总部，任研究员；2010 年11月至2022年10月就职于上海东方证券资产管理有限公司，历任研究部高级研究员、专户投资部投资 主办人、私募权益投资部总经理助理、资深投资经理、公募权益投资部基金经理等；2022年11月加入泉 果基金管理有限公司，现任公募投资部基金经理。 | A A = | | | | --- | --- | --- | | 基金名称 | 泉果泰然 30天持有期债券型证券投资基金 | | | 基金简称 | 泉果泰然 30 天持有期债券 | | | 基金主代码 | 020855 | | | 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》 | 《基金管理公司投 | | | 资管理人员管理指导意见》等 | | | 基金经理变更类型 | 兼有增聘和解聘基金经理 | | | 新任基金经理姓名 | 钱思佳,徐缘 ...

Core Viewpoint - Since its establishment in 2022, QuanGuo Fund has faced significant challenges, including poor product performance, shrinking scale, and the resignation of fund managers, leading to a decline in its reputation and performance [2][6]. Fund Performance and Management Changes - Dai Jun, a prominent fund manager at QuanGuo Fund, has resigned from managing the "QuanGuo Taiyan 3-Month Regular Open Bond" fund, which triggered its liquidation due to having fewer than 200 continuous fund holders for 20 consecutive working days [3][5]. - Under Dai Jun's management, the fund's scale plummeted from 2.97 billion to 190 million within a year, marking a 94% decrease [5]. - The performance of the funds managed by Dai Jun was subpar, with "QuanGuo Taiyan 3-Month Regular Open Bond" ranking 1691 out of 3065 similar funds, and "QuanGuo TaiRan 30-Day Holding Bond" ranking 1021 out of 1071 [5]. Company Background and Fund Performance - QuanGuo Fund was founded by prominent figures in the industry, including Wang Guobin and Zhao Yi, yet its performance has been disappointing, with the "QuanGuo Taoyuan Phase I" fund losing 12.04% since inception, significantly worse than the average loss of 3.96% among similar funds [6][8]. - Zhao Yi's management of the "QuanGuo Xuyuan 3-Year Holding Mixed" fund has resulted in a return of -23.39%, with an annualized return of -9.29%, contrasting sharply with his previous successful track record [8][9]. Market Conditions and Strategic Issues - The poor performance of QuanGuo Fund is attributed to several factors, including the timing of product launches during a rising interest rate environment and a declining stock market, which saw the Shanghai Composite Index drop by 15.13% [10]. - The fund's strategy has been criticized for being inflexible, particularly in its heavy investment in the underperforming new energy sector, which saw a decline of 19% in 2022 and 25.03% in 2023 [10]. Fundraising Challenges - Currently, QuanGuo Fund manages a total of 17 billion, with approximately 68% of the funds in the "QuanGuo Xuyuan 3-Year Holding Mixed" fund, which has hindered further fundraising efforts [11]. - The company has only raised 252 million since 2025, a negligible amount compared to its overall scale [11][14]. Future Outlook - The departure of Dai Jun and the underperformance of equity funds indicate a challenging path ahead for QuanGuo Fund, as it struggles with both fixed income and equity business development [21]. - The company's growth prospects are dimming, especially with new regulations linking management fees to fund performance, which may further complicate its future [21].