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贝莱德基金首席权益投资官离任
Shen Zhen Shang Bao· 2025-09-23 23:26
【深圳商报讯】(记者 詹钰叶)中国首家外资全资控股公募基金公司贝莱德基金已展业4年,但长期被 市场质疑处于"水土不服"状态。其首席权益投资官日前宣布离任。 从任职情况看,自2023年3月28日至2025年9月18日,他管理的贝莱德行业优选混合A任期回报 为-2.07%,而同类基金同期平均收益率为14.4%,在行业内排名为5653/6906。另一只产品贝莱德中国新 视野混合是贝莱德基金在中国展业后发行并成立的首只产品,任期为去年1月9日至今年9月18日,其A 份额的回报率为21.46%,而同类基金同期获得了近40%的平均收益率,业内排名4992/7644。数据还显 示,根据其任期内发布的财报,这两只基金合计收取管理费3402.69万元,总盈利额为6093.73万元。 贝莱德基金于2020年9月成立,是中国首家外资全资控股的公募基金管理公司;2021年6月,贝莱德正式 获批公募基金业务许可证,正式开始展业。4年来,贝莱德基金因高管变更频繁、权益团队核心人物出 走、权益产品业绩长期低迷等因素,而被市场视为"水土不服"。 贝莱德基金日前宣布,公司首席权益投资官神玉飞因个人原因卸任贝莱德行业优选混合、贝莱德中国新 视野 ...
神玉飞离任2只基金 贝莱德中国新视野累计亏3成
Zhong Guo Jing Ji Wang· 2025-09-22 08:01
中国经济网北京9月22日讯 近日,贝莱德基金公告,神玉飞离任贝莱德中国新视野混合、贝莱德行 业优选混合。 神玉飞现任贝莱德基金管理有限公司首席权益投资官。曾任银河基金管理有限公司宏观策略研究 员、行业研究员、基金经理助理,以及基金经理等职务。 贝莱德中国新视野混合A/C成立于2021年9月7日,截至2025年9月19日,其今年来收益率为 12.86%、12.46%,成立来收益率为-32.59%、-33.93%,累计净值为0.6741元、0.6607元。 | 基金名称 | 贝莱德中国新视野混合型证券投资基金 | | --- | --- | | 基金简称 | 贝莱德中国新视野混合 | | 基金主代码 | 013426 | | 基金管理人 | 贝莱德基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、 | | | 《基金管理公司投资管理人员管理指导意见》等有 | | | 关法律法规的规定 | | 基金经理变更类型 | 兼有增聘和解聘基金经理 | | 新任基金经理姓名 | 王晓京 | | 共同管理本基金的其他基金经 | 单秀丽 | | 理姓名 | | | 离任基金经理姓名 | 神玉飞 | ...
展业四年核心高管变更不断,外资公募贝莱德基金“水土不服”
Sou Hu Cai Jing· 2025-07-06 14:22
Core Insights - The recent appointment of Liu Yingzhou as the new Deputy General Manager of BlackRock Fund highlights ongoing leadership changes within the company, following the departures of several key executives earlier this year [1][4][5] - The fund's assets under management (AUM) have significantly declined, with a reported AUM of 5.601 billion yuan as of Q1 2025, nearly halving from 10.785 billion yuan at the end of Q4 2024 [1][7][8] - The company has faced challenges in maintaining its product scale and performance, with many funds experiencing substantial reductions in size since their inception [8][10][11] Leadership Changes - Liu Yingzhou joined BlackRock Fund in March 2023 and has held various roles, including Chief Information Officer [4] - The previous Deputy General Manager, Hong Xia, and former General Manager, Chen Jian, left the company for personal reasons earlier this year [4][5] - The new leadership team appears to favor executives with extensive backgrounds in domestic and international asset management [6] Asset Management Performance - As of Q1 2025, BlackRock Fund's AUM has fluctuated significantly, remaining below 10 billion yuan since its establishment [8] - The fund's performance has been mixed, with some products achieving positive returns year-to-date, while others have underperformed compared to their peers [10][11] - The flagship product, BlackRock China New Vision Mixed Fund, has seen a decline of over 30% in the past three years, underperforming its category average [11] Market Position and Strategy - BlackRock Fund's AUM is currently lower than many of its foreign peers, with only a few funds exceeding its AUM [7] - The company is focusing on enhancing its product offerings and adapting its risk management strategies to better align with the Chinese market [12] - Future strategies include integrating local insights with international perspectives to meet diverse investment needs and enhance brand value [12]