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财通基金11只基金阶段性承压后快速回血
Zhong Guo Jing Ji Wang· 2025-08-08 07:16
值得一提的是,虽然在2025年上半年里这些基金表现不佳,但如果从累计收益率看,除了成立于 2022年的财通匠心优选一年持有期混合和成立于2024年的财通价值动量混合C以外,其余基金均获得了 正收益。 财通成长优选混合A一季度前十大重仓股为奥飞数据、海光信息、南极电商、光环新网、寒武纪、 润建股份、科华数据、协创数据、科泰电源、潍柴重机。 来源:同花顺 而究其原因,皆因上述这些基金的基金经理主要为金梓才。资料显示,金梓才历任华泰资产管理有 限公司投资经理助理,信诚基金管理有限公司TMT行业高级研究员。2014年8月加入财通基金管理有限 公司,曾任基金投资部基金经理、副总监、副总监(主持工作)、总监、公司总经理助理。现任财通基金 管理有限公司党委委员、副总经理、权益投资总监、基金投资部总经理、基金经理。金梓才累计管理公 募基金的时间超过10年,目前合计管理的基金规模达46亿元。 中国经济网北京7月4日讯 今年上半年,财通基金旗下共有11只基金(各份额分开计算,下同)跌 幅超过15%。 即便是成立于大盘下跌年份的2023年的财通景气甄选一年持有期混合A/C,截止到今年7月3日的累 计收益率也分别上涨了19.68%、 ...
财通基金金梓才旗下11只基金上半年跌逾15%
Zhong Guo Jing Ji Wang· 2025-07-04 07:59
Core Insights - In the first half of the year, 11 funds under Caitong Fund experienced a decline of over 15% [1] - The top three funds with the largest declines were Caitong Craft Selection One-Year Holding Period Mixed C, Caitong Fuxin Open Mixed, and Caitong Craft Selection One-Year Holding Period Mixed A, with declines of 17.79%, 17.69%, and 17.46% respectively [1] - The fund with the smallest decline, Caitong Growth Selection Mixed A, had a decline of 15.99%, while the remaining funds all had declines exceeding 16% [1] Fund Holdings - The major holdings of these funds primarily consisted of technology growth stocks, particularly in big data and chips, with significant cross-holdings [1] - The top ten holdings of Caitong Craft Selection One-Year Holding Period included Haiguang Information, Tencent Holdings, Cambricon, and others [1] - Caitong Fuxin Open Mixed's top ten holdings included Aofei Data, Haiguang Information, and others [1] - Caitong Growth Selection Mixed A's top ten holdings also featured Aofei Data, Haiguang Information, and others [1] Fund Management - The fund manager for these funds is Jin Zicai, who has over 10 years of experience in public fund management and currently manages a total fund size of 4.6 billion yuan [2] - Despite the poor performance in the first half of 2025, most of the funds, except for those established in 2022 and 2024, have achieved positive cumulative returns [2] - Notably, the Caitong Prosperity Selection One-Year Holding Period Mixed A/C, established in a declining market year, reported cumulative returns of 19.68% and 17.84% respectively as of July 3 [2]
财通基金旗下产品,包揽混合型基金净值跌幅榜前十
Sou Hu Cai Jing· 2025-05-09 12:10
Group 1 - The top ten funds with the largest net value declines from January 1 to May 9, 2025, are all managed by Caitong Fund, with the largest decline being 37.89% for the Galaxy Junrong Mixed I fund [2][4] - Excluding the Galaxy Junrong Mixed I fund, the remaining top ten funds are all Caitong Fund products, including Caitong Craftsmanship Preferred One-Year Holding Mixed C and A, and Caitong Wisdom Growth Mixed C and A [4] - The fund manager for these ten funds is Jin Zicai, who currently manages a total fund size of 4.61 billion yuan [4] Group 2 - Jin Zicai's performance has shown significant volatility over the past few years, with rankings fluctuating from 468th in 2022 to 5th in 2024, but dropping to 2132nd in 2025 [5] - The performance of Caitong Craftsmanship Preferred One-Year Holding Mixed C is characterized by a "quick in and out" trading style [5][8] - The top ten holdings of the funds have changed significantly over time, with only a few stocks remaining in the top positions from previous years [7][8]