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李倩离任贝莱德基金旗下3只基金
Zhong Guo Jing Ji Wang· 2025-08-18 08:15
中国经济网北京8月18日讯近日,贝莱德基金公告,李倩离任贝莱德中债0-3年政金债指数、贝莱德欣悦 丰利债券、贝莱德浦悦丰利混合。 贝莱德浦悦丰利混合A/C成立于2022年11月23日,截至2025年8月15日,其今年来收益率为1.30%、 1.04%,成立来收益率为3.69%、2.57%,累计净值为1.0370元、1.0258元。 | 基金名称 | 贝莱德中债0-3年政策性金融债指数证券投资 | | --- | --- | | | 非会 | | 基金简称 | 贝莱德中债0=3年政金债指数 | | 基金主代码 | 020689 | | 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 | 解聘基金经理 | | 共同管理本基金的其他基金经理姓名 | LIU XIN/刘鑫、WANG YANG/王洋 | | 离任基金经理姓名 | 李倩 | | 基金名称 | 贝莱德欣悦丰利债券型证券投资基金 | | --- | --- | | 基金简称 | 贝莱德欣 ...
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]