泉果研究精选
Search documents
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
Sou Hu Cai Jing· 2025-11-03 13:46
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。 Wind数据显示,泉果基金共发行泉果旭源、泉果思源、泉果嘉源、泉果消费机遇、泉果研究精选、泉 果泰然6只基金。其中,泉果旭源由赵诣管理,泉果嘉源及泉果研究精选由钱思佳管理,泉果消费机遇 由孙伟管理,泉果思源由刚登峰管理。截至今年三季度末,泉果基金规模约237.87亿元,旗下基金经理 共5位。 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只基金成立以来均创新高。 | 基金名称 代35 | 链接 Sem 日期 单位净值 累计净值日增长率 近6月 近1年 ◆ (乙烯) 基金经理 申 | | --- | --- | | 泉果旭源三年持有期 混合A 016709 | 吧 档案 混合型-偏股 10-31 1.1071 1.1071 -1.05% 49.87% 39.42% ...
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]