鹏华弘实混合
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鹏华安荣混合A增聘寇斌权为基金经理,与祝松共同管理,祝松任期回报4.42%
Sou Hu Cai Jing· 2025-05-03 17:57
Core Viewpoint - Penghua Anrong Mixed A Fund announced the appointment of Kou Binquan as a co-manager alongside Zhu Song, effective April 30, 2025 [1] Group 1: Fund Management Changes - Kou Binquan, a PhD in Physics, has extensive experience in quantitative and derivative investment, having joined Penghua Fund Management in July 2018 [1] - Zhu Song holds a Master's degree in Economics and has been with Penghua Fund Management since January 2014, currently serving as the General Manager of the Fixed Income Investment Department [1] Group 2: Fund Performance and Structure - Penghua Anrong Mixed A Fund was established on September 22, 2021, with an initial size of 229 million yuan, and as of March 31, 2025, its size was 15.9769 million yuan [2] - The fund's management fee is 0.60%, and the custody fee is 0.10%, with a benchmark comprising 70% of the China Bond Composite Index, 25% of the CSI 300 Index, and 5% of the Hang Seng Index [2] - The fund's latest unit net value is 1.06 yuan, with a cumulative net value of 1.10 yuan, and it has distributed dividends twice, totaling 0.0360 yuan per share [2] Group 3: Performance Metrics - Year-to-date return for Penghua Anrong Mixed A Fund is 0.72%, with a one-year return of 6.37% and a total return of 9.88% since inception [3] - Zhu Song's management of the fund since October 25, 2024, has yielded a return of 4.42%, outperforming the peer average of -0.20% [3] - Zhu Song has managed multiple funds with varying performance metrics, including a return of 11.30% for Penghua Jinli Bond A, which is below the peer average of 13.12% [3]