银华专精特新量化优选股票发起式A

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近1年量化基金榜揭晓!指数型超股票型!银华基金杨腾、华泰柏瑞孔令烨等夺冠!
私募排排网· 2025-08-26 03:33
以下文章来源于公募排排网 ,作者观在看 公募排排网 . 看财经、查排名、买基金,就上公募排排网,申购费低至0.001折。 本文首发于公众号"公募排排网"。(点击↑↑上图查看详情) 导语 今年以来,A股市场情绪向好,赛道轮动热点不断,这种结构性行情为量化产品获取超额收益营造了良好的市场环境。 公募排排网 数据显 示,截至 8月15日,有近1年业绩显示的公募量化产品共1059只,1031只产品实现正收益,正收益占比高达97.36%。 此外,近1年收益在 50%以上的公募量化产品共286只,4只实现翻 倍。 在AI赋能,市场流动性助攻下,量化投资优势尽显。为了给予更有价值的信息,本文将按不同投资类型,分别梳理出近1年收益前二十的公募 量化产品,供投资者参考。 ( 点此查看量化基金近一年收益TOP20名单 ) 资料显示,基金经理俞诚于2009年进入申万菱信基金,2014年开始做专户投资,2015年转型做公募产品管理,再到2016年发行公司第一只中 证500增强产品,慢慢开启了他的投资之路,到2024年底,基金经理俞诚已具备近10年的投资经验,公募管理经验也有8年时间。 代 看 菲 Q 公募排排网公众号 数据来源:公募 ...
银华专精特新量化优选股票发起式A,银华专精特新量化优选股票发起式C: 银华专精特新量化优选股票型发起式证券投资基金2025年第2季度报告
Zheng Quan Zhi Xing· 2025-07-12 02:32
Group 1 - The fund focuses on investing in high-quality companies with core competitiveness in the "specialized, refined, distinctive, and innovative" sector, aiming for long-term stable appreciation of fund assets [2][3][5] - The fund's investment strategy includes active quantitative strategies to select stocks within the "specialized, refined, distinctive, and innovative" theme, optimizing weights to achieve excess returns relative to the benchmark [2][3] - The fund's performance benchmark is composed of 85% of the CSI 1000 Index return, 10% of the after-tax interest rate of commercial bank demand deposits, and 5% of the CSI Hong Kong Stock Connect Composite Index return [5][14] Group 2 - As of the end of the reporting period, the fund's total share capital was 43,830,000.04 shares, with a net asset value of 1.2336 yuan for Class A shares and 1.2227 yuan for Class C shares [3][15] - The fund's net value growth rate for the past three months was 14.26% for Class A and 14.17% for Class C, significantly outperforming the benchmark return of 2.03% [15][16] - The fund's investment portfolio consisted of 80%-95% in stocks, with at least 80% of non-cash assets invested in "specialized, refined, distinctive, and innovative" theme companies [3][4][11]