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多只产品近五年排名同类前5%,揭秘诺安基金的产品“炼金术”
Sou Hu Cai Jing· 2025-07-16 07:24
Core Viewpoint - The article emphasizes the strong mid-to-long-term performance of Noah Fund, highlighting its ability to navigate market volatility and its focus on long-term value investment strategies [2][12]. Group 1: Performance Highlights - As of June 30, 2025, 15 products from Noah Fund received a five-star rating for five-year performance, and 4 products achieved a ten-year five-star rating [2][12]. - Notable products include Noah Optimized Yield C (320004) and Noah Low Carbon Economy A (001208), which have shown impressive mid-to-long-term performance [2][12]. - Noah Fund's fixed income products have ranked first among 99 comparable fund companies in terms of returns over the past seven years [10]. Group 2: Investment Strategy - Noah Fund adopts a "professional, diversified, and sustainable" investment system, focusing on long-term value investment [2][4]. - The fund has established a platform-based, team-oriented, and integrated investment research system to enhance communication and efficiency among fund managers and researchers [4][10]. - The internal training of a diverse investment team has been prioritized, covering various investment styles and strategies [4][6]. Group 3: Key Fund Managers - Yang Gu, with over 19 years of experience, is known for identifying undervalued stocks with growth potential, managing Noah Vanguard A (320003) which achieved a return of 891.15% since inception [5][12]. - Han Dongyan, recognized for her focus on stability and long-term returns, manages Noah Advanced Manufacturing A (001528), which has a net value growth rate of 188.60% since inception [6][12]. - Li Xiaojie emphasizes risk control through diversified industry allocation and strict stop-loss mechanisms, managing Noah Low Carbon Economy A (001208) which has a three-year return of 22.23% [7][12]. Group 4: Product Performance - Noah Fund's products have consistently aligned with national strategic trends, particularly in technology, with several funds achieving significant returns [8][12]. - The Noah Stable Return A (000714) focusing on AI applications ranked in the top 1% of its category as of June 30, 2025 [8][12]. - The Noah Optimized Yield C (320004) has shown strong performance with a net value growth rate of 242.68% since inception, outperforming its benchmark [11][12]. Group 5: Future Outlook - Noah Fund aims to enhance its research capabilities and solidify its "fixed income plus" product line, establishing the "Noah+" sub-brand for specialized services [12]. - The company is committed to providing value choices that can withstand market cycles, focusing on professional and innovative approaches in asset management [12].