金鹰元丰债券
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10月份超九成债基上涨 工银可转债债券涨4.15%
Zhong Guo Jing Ji Wang· 2025-11-05 23:08
中国经济网北京11月6日讯 (记者 康博) 在刚过去的10月份里,剔除净值异动的债券型基金后, 在7419只(各份额分开计算,下同)有可比业绩的债基中,实现业绩上涨的共有6837只,占比92%。另 有39只持平,543只下跌。 从涨幅榜看,工银可转债债券以4.15%的收益率排名第一,也成为10月份唯一一只涨幅超过4%的债 券型基金。 东方可转债由杨贵宾与徐奥千共同管理,其中,杨贵宾是有着9年管理经验的老将。其曾任富国基 金管理有限公司固定收益研究员、基金经理,上海海通证券资产管理有限责任公司投资主办、固定收益 投资总监、公司总助职位。2019年9月加盟东方基金管理股份有限公司担任公司副总经理、固定收益投 资总监、公募投资决策委员会副主任委员,曾任公司总经理助理,现任基金经理。徐奥千的管理经验也 接近4年。 | 序号 名称 | | 复权单位净 累计单位 规模 亿 | | 名称 | 复权单位净 累计单位 | | 规模 亿 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 值增长率% 净值元 元 | | | 值揭长率8 | 净值元 | 元 | | | ...
前8月85%债基上涨 南方昌元可转债大涨36%
Zhong Guo Jing Ji Wang· 2025-09-04 23:06
Group 1 - As of August 29, 2025, 5754 out of 6804 bond funds reported positive performance in the first eight months of the year, representing 85% of the total, while 1010 funds experienced declines, accounting for 15% [1] - The top-performing bond funds include Southern Changyuan Convertible Bond A and C, with returns of 36.46% and 36.00% respectively [1] - The fund manager of Southern Changyuan Convertible Bond, Liu Wenliang, has over 10 years of experience and has been managing the fund since December 2015 [1] Group 2 - Other notable funds include Golden Eagle Yuanfeng Bond D, A, and C, with returns of 28.15%, 28.13%, and 27.81% respectively [2] - The fund manager of Golden Eagle Yuanfeng, Lin Longjun, has over 7 years of management experience and has been with the company since March 2018 [2] - The asset allocation for Golden Eagle Yuanfeng shows 81.28% in bonds and 16.42% in stocks, with convertible bonds making up 92.28% of the bond assets [2] Group 3 - Penghua Convertible Bond's manager, Wang Shiqian, also has 7 years of management experience and has been with the company since July 2014 [3] - The fund's bond holdings include Wen's Convertible Bond and Rui Chuang Convertible Bond, with a convertible bond allocation of 82.24% [3] - Huashang Enhanced Regular Open Bond has the highest cumulative return among the mentioned funds, achieving over 150% since its inception in September 2016 [3] Group 4 - In the context of the overall rise in the A-share market, the largest declines in bond funds were primarily seen in pure bond funds, with only five funds dropping more than 3% [4] - The fund manager of Minsheng Jia Yin Rui Xia One-Year Open Bond has been with the company since January 2016 and previously worked at the Industrial and Commercial Bank of China [4] - Other funds with notable declines include Hongta Hongtu Shengxing 39-Month Regular Open Bond A and C, and Huian Hengli 39-Month Regular Open Pure Bond [4]
6月份债券型基金接近普涨 金鹰元丰债券涨7.5%
Zhong Guo Jing Ji Wang· 2025-07-02 23:12
Group 1 - In June 2023, 99% of the 7,148 bond funds with comparable performance recorded gains, with only 29 funds experiencing declines [1][2][3] - The top-performing bond funds included Jin Ying Yuan Feng Bond D, A, and C, which achieved monthly increases of 7.52%, 7.52%, and 7.49% respectively [1][2] - The fund managed by Lin Longjun has a portfolio heavily weighted in convertible bonds and government bonds, with significant holdings in companies like Guanghuan Xinnet and Youkede [1][2] Group 2 - Hua Bao Enhanced Income Bond A and B also performed well, with increases of 7.38% and 7.35% respectively, focusing on government and convertible bonds [2][3] - The fund manager, Zeng Jianfei, has over five years of management experience, having joined Hua Bao Fund in March 2023 [2][3] - Other notable funds with gains over 6% include Nan Fang Chang Yuan Convertible Bond A and C, and Hua Shan Feng Li Enhanced Regular Open Bond A and C, all of which are heavily invested in convertible bonds [2][3] Group 3 - Liu Wenliang, managing Nan Fang Chang Yuan Convertible Bond, has a tenure of five years with a return exceeding 46% [3] - Li Qian, managing Hua Shan Feng Li Enhanced Regular Open Bond, has nearly six years of experience with a return close to 160% [3] - Several other bond funds, including Zhaoshang Anrui Progress Bond and Caizhong Income Enhanced Bond, also saw increases exceeding 5% in June [3][4] Group 4 - The worst-performing fund in June was Tai Ping Heng Tai Three-Month Regular Open Bond C, which declined by 1.56% [3][4] - This fund primarily holds financial bonds and government bonds, with a significant portion of its assets allocated to these categories [3][4] - Other funds that experienced declines had drops of less than 1%, indicating overall stability in the bond fund market [4]