泰康弘实3月定开混合
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泰康弘实3月定开混合增聘范子铭陈怡离任
Zhong Guo Jing Ji Wang· 2025-12-31 08:29
中国经济网北京12月31日讯今日,泰康基金公告,泰康弘实3月定开混合增聘范子铭,陈怡离任。 范子铭于2021年7月加入泰康公募,现任泰康基金股票基金经理。曾任中国出口信用保险公司经办研究 员、华夏基金管理有限公司策略研究员、华创证券股份有限公司策略分析师、长盛基金管理有限公司研 究员等职务。 泰康弘实3月定开混合成立于2018年8月23日,截至2025年12月26日,其今年来收益率为24.36%,成立 来收益率为82.12%,累计净值为1.8090元。 | 6-4 1-1 1-1 1-5 11-11 | | | --- | --- | | 基金名称 | 泰康弘实3个月定期开放混合型发起式证券投资基金 | | 基金简称 | 泰康弘实 3月定开混合 | | 基金主代码 | 006111 | | 基金管理人名称 | 泰康基金管理有限公司 | | 公告依据 | 《中华人民共和国证券投资基金法》、《公开募集证券投资基金信息 | | | 披露管理办法》等相关法律法规以及《泰康弘实3个月定期开放混 | | | 合型发起式证券投资基金基金合同》、《泰康弘实 3个月定期开放混 | | | 合型发起式证券投资基金招募说明书》 | ...
机构投资者和基金公司内部员工都看好的主动基金
雪球· 2025-05-23 08:14
Core Viewpoint - The article discusses the top 50 actively managed funds held by institutional investors, highlighting their performance, management styles, and the implications of recent management changes on fund sizes and investor confidence [5][7][9]. Group 1: Top Actively Managed Funds by Institutional Holdings - The fund with the highest institutional holdings is Changxin Jinli Trend Mixed A, with an estimated holding amount of approximately 3.9 billion yuan as of May 19 [6][8]. - Huashang Advantage Industry Mixed ranks second, but its size has significantly decreased following the departure of its manager, Zhou Haidong [7]. - The third position is held by ICBC Innovation Power Stock, managed by Yang Xinxin, who focuses on large-cap value stocks and has a strong track record of risk control [7][9]. - The fourth is Taikang Hongshi March Open Mixed, which has a 100% institutional holding ratio, raising concerns about liquidity risk due to potential concentrated redemptions [7]. - The fifth is Huitianfu Quality Value Mixed, with 90.77% of its holdings by institutions, known for its strong risk control and a maximum drawdown of only 11.85% since inception [7][9]. Group 2: Management Styles and Performance - The fund manager of Changxin Jinli Trend Mixed, Gao Yuan, has been managing since September 2018, employing a top-down macro perspective combined with industry comparisons [6][8]. - Yang Xinxin's strategy in ICBC Innovation Power Stock involves a bottom-up selection of undervalued, high-dividend stocks, contributing to its long-term stability [7]. - Fan Yan, who took over the management of Fuguo Steady Growth Mixed A, utilizes a top-down strategy focusing on macroeconomic indicators to select stocks, maintaining a diversified portfolio [8][9]. - The article notes that the institutional holdings from ranks 11 to 50 also reflect strong recognition from institutions, with several renowned fund managers involved [9].