Core Insights - The article highlights the significant growth and strategic transformation of Rongtong Fund since its merger with China Chengtong Group, with total assets reaching 339.8 billion yuan as of June 30, 2023, an increase of 107.9 billion yuan compared to before the merger [1] Group 1: Business Strategy and Development - Rongtong Fund has established a "dual-driven" development strategy focusing on state-owned capital operations and resident wealth management, creating a business model that integrates domestic and international operations [1] - The fund has actively participated in the capital operation framework of China Chengtong Group, supporting the development of various indices and thematic funds, including the China Chengtong Central Enterprise Dividend Index and the China Chengtong Central Enterprise ESG Index [1] - The company has successfully launched multiple thematic ETFs and funds, enhancing its product matrix to include diverse offerings such as thematic ETFs, bond funds, and actively managed equity funds [1] Group 2: Performance Metrics - As of June 30, 2023, Rongtong Fund's equity excess return ranked 48 out of 156 in the industry, placing it in the top 30% [2] - The fund's fixed income excess return ranked 35 out of 151, positioning it in the top 20% [2] - Notable performance includes the Rongtong Industry Trend Selection fund, which achieved a return of 39.60% over the past year, ranking in the top 10% among 344 standard equity funds [2] Group 3: Research and Investment Team - Since merging with China Chengtong Group, Rongtong Fund has focused on enhancing its research and investment capabilities by establishing a cross-asset allocation investment committee [4] - The investment team comprises experienced fund managers with over 20 years in the industry and mid-career managers with around 10 years of experience, fostering a stable and innovative team structure [4] - The company aims to strengthen its integrated and multi-strategy research system to better serve state-owned capital operations and resident wealth management [4]

注：基金净值与业绩已经托管行复核。余志勇当前在管4只公募基金(不同份额基金只统计A类)：融通通 鑫成立于2015年6月15日，2020年-2024年的业绩分别为15.39%、7.22%、12.51%、2.24%、5.02%，同期 业绩比较基准分别为13.50%、-1.20%、-10.80%、-4.68%、10.35%。余志勇自2015年6月15日开始管理至 今，2023年8月5日增聘刘舒乐共同管理至今；②融通新机遇成立于2015年11月17日，2020年-2024年的 业绩分别为17.47%、8.24%、18.38%、0.46%、4.70%，同期业绩比较基准分别为 13.50%、-1.20%、-10.80%、-4.68%、10.35%。余志勇自2015年11月17日开始管理至今，2023年7月22日 增聘刘舒乐共同管理至今；③融通通慧成立于2016年9月20日，2020年-2024年的业绩分别为23.28%、 7.98%、-3.96%、-0.69%、2.70%，同期业绩比较基准分别为6.68%、0.54%、-5.19%、-1.31%、7.78%。 余志勇自2019年5月16日开始管理至今，2024年9月28日 ...