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胡羿离任浙商基金旗下7只基金
Zhong Guo Jing Ji Wang· 2025-09-19 07:52
Core Insights - Hu Yi has resigned from multiple funds managed by Zhejiang Merchants Fund, including the Zhejiang Merchants CSI 300 Index Enhanced Fund and others [1][2][3] Fund Performance Summary - **Zhejiang Merchants CSI 300 Index Enhanced Fund (LOF)**: - Year-to-date return: 14.29% (A), 13.89% (C) - Since inception return: 137.11% (A), 0.79% (C) - Cumulative net value: 2.2147 (A), 2.0252 (C) [1] - **Zhejiang Merchants Growth Mixed Fund**: - Year-to-date return: 14.03% (A), 13.74% (C) - Since inception return: 151.81% (A), -21.61% (C) - Cumulative net value: 2.2750 (A), 1.6470 (C) [2] - **Zhejiang Merchants High Dividend Fund**: - Year-to-date return: 27.69% (A), 27.35% (C) - Since inception return: 34.43% (A), 31.71% (C) - Cumulative net value: 1.3443 (A), 1.3171 (C) [2] - **Zhejiang Merchants CSI 1000 Index Enhanced Fund**: - Year-to-date return: 28.06% (A), 27.69% (C) - Since inception return: 29.49% (A), 28.47% (C) - Cumulative net value: 1.2949 (A), 1.2847 (C) [2] - **Zhejiang Merchants CSI 500 Enhanced Fund**: - Year-to-date return: 22.38% (A), 22.07% (C) - Since inception return: 83.02% (A), 82.91% (C) - Cumulative net value: 1.8302 (A), 1.7918 (C) [2] - **Zhejiang Merchants Panorama Consumption Mixed Fund**: - Year-to-date return: 5.70% (A), 5.30% (C) - Since inception return: 40.26% (A), -21.80% (C) - Cumulative net value: 1.4026 (A), 1.3756 (C) [2] - **Zhejiang Merchants Intelligent Industry Preferred Fund**: - Year-to-date return: 14.87% (A), 14.45% (C) - Since inception return: 59.74% (A), 55.02% (C) - Cumulative net value: 1.6181 (A), 1.5762 (C) [3]
浙商基金旗下5只基金增聘饶祖华
Zhong Guo Jing Ji Wang· 2025-08-26 08:19
Core Viewpoint - Zhejiang Merchants Fund has announced the appointment of Rao Zuhua as a new fund manager for several of its investment products, indicating a strategic move to enhance management capabilities and potentially improve fund performance [1][2]. Fund Performance Summary - **Zhejiang Merchants CSI 300 Index Enhanced (LOF)**: - Established on May 7, 2012 - Year-to-date return: 13.80% (A), 13.43% (C) - Since inception return: 136.09% (A), 0.38% (C) - Cumulative net value: 2.2058 (A), 2.0171 (C) [1] - **Zhejiang Merchants CSI 500 Enhanced**: - Established on May 11, 2016 - Year-to-date return: 20.58% (A), 20.30% (C) - Since inception return: 80.32% (A), 80.26% (C) - Cumulative net value: 1.8032 (A), 1.7658 (C) [1] - **Zhejiang Merchants Fengli Enhanced Bond**: - Established on August 28, 2018 - Year-to-date return: 8.84% - Since inception return: 78.92% - Cumulative net value: 1.7892 [2] - **Zhejiang Merchants Zhiduoying Bond**: - Established on December 7, 2021 - Year-to-date return: 2.21% (A), 1.95% (C) - Since inception return: 7.86% (A), 6.26% (C) - Cumulative net value: 1.0786 (A), 1.0626 (C) [2] - **Zhejiang Merchants CSI 1000 Index Enhanced**: - Established on September 26, 2023 - Year-to-date return: 28.39% (A), 28.05% (C) - Since inception return: 29.83% (A), 28.83% (C) - Cumulative net value: 1.2983 (A), 1.2883 (C) [2] Management Changes - Rao Zuhua has been appointed as a new fund manager for multiple funds, including: - Zhejiang Merchants CSI 300 Index Enhanced (LOF) [3] - Zhejiang Merchants CSI 500 Enhanced [3] - Zhejiang Merchants Fengli Enhanced Bond [4] - Zhejiang Merchants Zhiduoying Bond [4] - Zhejiang Merchants CSI 1000 Index Enhanced [4] - Rao Zuhua has a background in quantitative research and has held positions at various financial institutions, enhancing the fund's management expertise [1].