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鹏华权益投资实力再获认可! 14只基金获天相投顾5A评级
Cai Fu Zai Xian· 2025-08-07 07:34
Group 1 - Penghua Fund received "Comprehensive AAAAA Rating" and "Equity AAAAA Rating" from Tianxiang Investment Advisory as of June 30, showcasing strong core competitiveness [1] - Penghua Hongli Mixed A/C, established in 2015, achieved a "Grand Slam" with 5A ratings for ten-year, five-year, and three-year periods, demonstrating consistent positive returns for nine consecutive years since 2016 [1] - Fund manager Li Jun emphasized the importance of "strategic patience" in capital markets, expressing confidence in China's economic future and structural transformation [1] Group 2 - Several funds, including Penghua Hongjia Mixed A/C and Penghua Shengshi Innovation Mixed (LOF) A, received five-year and three-year 5A ratings, indicating strong performance [2] - Penghua Shengshi Innovation Mixed (LOF) has achieved a net value growth rate of 493.27% since its inception in October 2008, significantly outperforming its benchmark [2] - The fund also recorded a one-year net value growth rate of 19.44%, reflecting its robust performance in the market [2] Group 3 - Penghua Core Advantage Mixed A received a five-year 5A rating, while several other funds, including Penghua Semiconductor Chip ETF, received three-year 5A ratings, benefiting from the global AI investment boom [3] - The Penghua Semiconductor Chip ETF achieved a one-year net value growth rate of 44.45%, driven by strong demand in the semiconductor industry [3] - Fund manager Luo Yingyu noted the positive fundamentals in the semiconductor sector, with high AI computing demand and strong orders for domestic companies [3] Group 4 - As a leading asset management institution in China, Penghua Fund demonstrated exceptional equity investment capabilities in the recent Tianxiang Investment Advisory ratings [3] - The company adheres to a long-term value investment philosophy, building alpha capabilities through in-depth research and accurately capturing industry opportunities in passive indices [3] - Penghua Fund offers a diverse range of high-quality products, showcasing sustained performance across market cycles through both active and passive management strategies [3]