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西部利得鑫泓增强债券
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前11月九成债基上涨 南方昌元可转债上涨37%
Zhong Guo Jing Ji Wang· 2025-12-07 23:28
Group 1 - In the first eleven months of the year, 6060 out of 6722 comparable bond funds achieved positive performance, representing 90% of the total [1] - Three bond funds saw increases of over 30%, with 60 funds increasing by more than 20% [1] - The top-performing funds included Southern Changyuan Convertible Bond A and C, and Minsheng Enhanced Income Bond A, with respective gains of 37.95%, 37.32%, and 30.49% [1] Group 2 - Southern Changyuan Convertible Bond holds 81.90% in bond assets and 16.21% in stock assets, with its top five bonds being convertible bonds [1] - The fund is managed by Liu Wenliang, who has over ten years of experience in the industry [1] - Minsheng Enhanced Income Bond A, managed by veteran Xie Zhihua, has significant holdings in convertible bonds and a small portion in stocks [2] Group 3 - Huashang Enhanced Income Bond A and C reported gains of 27.80% and 27.32%, respectively, with manager Li Qian having nearly six years of experience [3] - The performance of these funds has been consistent, with few instances of losses since their inception [3] - On the downside, only nine bond funds experienced declines exceeding 4%, with Minsheng Jiayin Ruixia One-Year Open Bond falling by 4.88% [3][4] Group 4 - Huachen Stable Bond C also saw a decline of 4.82%, with its top holdings primarily in government bonds [4] - The fund is co-managed by Wang Bin and Wang Ziyuan, with Wang Bin having three years of management experience [4] - Other funds with notable declines include Nord Enhanced Income Bond and Everbright Baodexin Yongli Bond D, with respective drops of 4.37% and 4.09% [4]
西部利得鑫泓增强债券增聘葛山与计旭
Zhong Guo Jing Ji Wang· 2025-12-01 08:22
中国经济网北京12月1日讯近日,西部利得基金公告,西部利得鑫泓增强债券葛山、计旭。 葛山2012年8月至2014年4月任长江证券股份有限公司研究所研究员,2014年5月至2014年12月任光大证 券股份有限公司研究所研究员,2015年5月至2017年10月任长江证券(上海)资产管理有限公司基金经理 助理,2017年10月至2023年6月任东亚前海证券有限责任公司投资经理,2023年7月加入西部利得基金管 理有限公司,曾任高级销售经理、研究部总经理助理、基金经理,现任研究部副总经理、基金经理。 计旭2016年7月至2018年4月任中债资信评估有限责任公司信用分析师,2018年4月至2019年7月任华宝基 金管理有限公司信用风险分析师。2019年8月加入西部利得基金管理有限公司,曾任研究员、基金经理 助理,现任基金经理。 西部利得鑫泓增强债券A/C成立于2020年11月19日,截至2025年11月28日,其今年来收益率 为-1.17%、-1.58%,成立来收益率为3.51%、1.23%,累计净值为1.0351元、1.0123元。 | 基金名称 | 西部利得鑫泓增强债券型证券投资基金 | | --- | --- | ...