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混合类产品短期收益亮眼,近1月年化冲破60%
Group 1 - The focus of the research group is on mixed-asset products issued by wealth management companies, highlighting superior performing products available for sale through distribution channels [1] - A ranking list is provided, showcasing the annualized performance of products over the last month, three months, and six months, sorted by the three-month annualized yield to reflect multidimensional performance amid recent market fluctuations [1] - A total of 28 distribution institutions are involved, including major banks such as Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, and others [1] Group 2 - The ranking list includes specific products with their respective annualized yields: for example, the "阳光橙优选基金宝" from 光大银行 has a one-month yield of 66.5%, a three-month yield of 26.8%, and a six-month yield of 43.4% [3] - Other notable products include "机遇理A份额" from 民生银行 with a three-month yield of 8% and "阳光橙墙盈稳健1号" from 光大银行 with a three-month yield of 8% [4] - The data is sourced from 南财金融终端 and 南财理财通, with statistics as of January 15 [4]
本周在售近3个月收益率居前的混合类产品名单出炉!
Group 1 - The focus of the report is on mixed-type financial products issued by wealth management companies, highlighting superior products available for investors through distribution channels [1] - The ranking of products is based on their annualized performance over the last month, three months, and six months, with a specific emphasis on the three-month annualized yield to reflect their performance amid recent market fluctuations [1] - A total of 28 distribution institutions are involved, including major banks such as Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, and others [1] Group 2 - The list of financial products is subject to the "on sale" status based on their investment cycle, but actual availability may vary due to factors like sold-out quotas or differences in product listings for different customers [1] - Investors are advised to refer to the actual display on the distribution bank's app for the most accurate information regarding product availability [1]
本周有5只近3月年化收益率超40%的混合类理财可申购
Core Viewpoint - The article emphasizes the importance of selecting bank wealth management products amidst a plethora of similar-sounding offerings, urging investors to identify high-performing products based on recent performance metrics [1]. Group 1: Product Performance - The report focuses on mixed-asset products issued by wealth management companies, highlighting those with superior performance in the market [1]. - A performance ranking is provided, showcasing annualized returns over the past month, three months, and six months, sorted by the three-month annualized yield to reflect multi-dimensional performance during recent market fluctuations [1]. - The ranking includes 28 distribution institutions, such as major banks like Industrial and Commercial Bank of China, Bank of China, and Agricultural Bank of China, among others [1]. Group 2: Product Availability - The list of products is based on their "on-sale" status, which is determined by their investment cycle; however, actual availability may vary due to factors like sold-out quotas or differences in product listings for different customers [1]. - Investors are advised to refer to the actual display on the distribution bank's app for the most accurate product availability [1].
本周在售日开混合类理财近3月年化收益最高超55%!
Core Insights - The article emphasizes the abundance of bank wealth management products with similar names and vague characteristics, urging investors to carefully select and differentiate among them [1] - The research team from Nanfang Finance aims to reduce the selection cost for investors by focusing on the performance of wealth management products available through various distribution channels [1] Group 1: Product Performance - The report highlights the performance of mixed-type wealth management products issued by wealth management companies, providing a performance ranking based on annualized returns over the past month, three months, and six months [1] - The ranking is sorted by the annualized return over the past three months to reflect the products' performance amid recent market fluctuations [1] Group 2: Distribution Channels - The report includes a list of 28 distribution institutions, such as Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, and others, which are involved in selling these wealth management products [1] - It is noted that the assessment of the "on-sale" status of wealth management products is based on their investment cycles, but actual availability may vary due to factors like sold-out quotas or differences in product listings for different customers [1]
权益市场火热,量化指数增强混合类理财产品夺榜首!
Overall Performance - The equity market is active, with major stock indices generally rising. As of August 20, the year-to-date increases for the CSI 1000 and CSI 500 indices are 22.62% and 17.51%, respectively, while the Shanghai Composite Index and CSI 300 Index have increased by 12.37% and 8.55% this year [4]. Mixed Fund Performance - The short-term mixed public funds have shown strong performance, with an average net value growth rate of 1.66% and an average maximum drawdown of 0.26% over the past three months. All products in this category recorded positive returns [5]. - Notably, Ningyin Wealth Management, Xingyin Wealth Management, Minsheng Wealth Management, and Hangyin Wealth Management have performed well, with average net value growth rates exceeding 3% [5]. Highlighted Products - Xingyin Wealth Management's "Fuli Xingyi Zhi Xiang Quantitative Index Increase 3-Month Shortest Holding Period 1A" achieved a net value growth rate of 12.69% over the past three months, ranking first among products. This product is rated R4 (medium-high risk) and is benchmarked against a composite of the CSI 1000 and CSI 500 indices [6]. - The second-ranked product, "Xingrui Preferred Progress," primarily holds mixed public funds, with investments in military and Hong Kong stock themes. The top holdings of "Yangguang Orange Preferred Fund Treasure" from Everbright Wealth Management include major stocks like Tencent Holdings, SMIC, and WuXi AppTec [7].