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权益基金热度攀升,永赢鹏华产品业绩亮眼,客户规模如何增长?
Sou Hu Cai Jing· 2025-09-17 13:42
我们具体看两只基金,永赢先进制造智选混合,近一年在同类产品中排名第3;鹏华碳中和主题混合,近一年同类排名第7。 要聊起投资,绕不开的就是股市。上证指数在过去一年里涨了超过38%,这种行情下,很多人都觉得储蓄不如投资,甚至笑称"存款搬家进股市"。 这话听起来有点道理,但要是真这么想,可能就看浅了。 根据数据显示,像兴业银行这样的全国性大行,2025年上半年零售存款不但没少,反而增加了1483亿,同比增长了18.20%。 股市的热度确实点燃了大家的热情,但这股热情更多地流向了专业的资产管理机构,特别是公募基金。 永赢基金和鹏华基金旗下的几只产品,就是这波浪潮中的佼佼者。它们的业绩非常亮眼,也顺势实现了客户规模的快速增长。 产品业绩,是吸引所有人目光的第一步,也是踏入赛场的入场券。 有了能打的业绩,就等于拿到了和第三方平台对话的资本。但光有资本还不够,和平台的关系有多"铁",决定了产品能在这个平台上被放大多少倍。 怎么衡量这个关系?看是不是一起搞过营销活动、是不是共建了新功能,这些都算,但不够硬。 一个更直接的观察角度是:这家基金公司的产品,有没有被准许接入平台最核心的活钱管理工具,比如支付宝的余额宝或者微信的零钱 ...
发挥团队优势 公募基金打造共管新模式
Zheng Quan Ri Bao· 2025-07-30 17:19
Core Viewpoint - The public fund industry is accelerating the trend of "de-starring" fund managers, with an increasing number of co-managed products emerging, reflecting a shift towards team collaboration among fund managers [2][3]. Group 1: Fund Manager Changes - Since July, 109 public fund institutions have seen changes in over 400 fund products, indicating a significant turnover in fund management [1][2]. - As of July 30, 457 fund products have experienced changes in fund managers, covering various types such as passive index funds and mixed equity funds [2]. - The changes in fund managers are primarily categorized into dismissals and new appointments, with a trend towards co-management for complementary advantages [2]. Group 2: Advantages of Co-Management - Co-management of fund products is seen to reduce decision-making biases, enhance decision-making scientificity, and support stable fund operations [1][3]. - The team management approach allows for broader asset coverage, risk diversification, and mitigates the impact of individual decision-making errors [3]. - The "old brings new" model in co-management is beneficial for building talent pipelines within institutions [3]. Group 3: Expanding Investment Capabilities - Fund managers are encouraged to expand their investment capabilities to better capture industry rotation opportunities, especially in a rapidly changing market [4]. - For instance, a fund manager who previously focused on the renewable energy sector has diversified into new consumer and internet sectors, indicating a shift in strategy [4]. - The core competencies of fund managers are identified as stock selection ability, continuous tracking of corporate dynamics, and deep value assessment capabilities, which are crucial for long-term competitive advantage [4].
翻身仗!一季度超70%主动权益基金实现正收益,百亿俱乐部变阵
Sou Hu Cai Jing· 2025-04-30 00:41
Core Insights - Despite a volatile overall market in the first quarter of 2025, public funds demonstrated strong resilience, with a notable recovery in the performance of actively managed equity funds [3][4] - The report indicates that 74.97% of the 8097 funds achieved positive returns, with 166 funds exceeding a 20% return and 989 funds surpassing a 10% return [3] - Growth style funds outperformed in the first quarter, with median returns of 14.49% for mid-cap growth and 13.31% for small-cap growth, while large-cap value funds lagged with a median return of approximately 1.50% [3] Fund Performance - The first quarter saw a strong correlation between fund performance and changes in fund size, with better-performing funds attracting more investment [4] - As of the end of the first quarter, the total market fund management scale reached 31.61 trillion yuan, a 9.60% increase year-on-year, while the scale of actively managed equity funds decreased by 5.16% to 3.49 trillion yuan [4] Billion Club Changes - The number of actively managed equity funds with assets exceeding 100 billion yuan decreased from 27 to 26 in the first quarter, with new entrants replacing some previous members [5] - Notable new members include the Yongying Advanced Manufacturing Select and Penghua Carbon Neutrality Theme funds, which have shown strong performance [5][8] Top Performing Funds - The Penghua Carbon Neutrality Theme fund achieved a remarkable return of 60.26%, leading the performance rankings, while the Yongying Advanced Manufacturing Select fund recorded a return of 52.32% [8][10] - The net subscription amounts for these funds were estimated to exceed 7 billion yuan, with significant increases in their total assets [10] Fund Manager Rankings - The top ten fund managers in the actively managed equity fund sector maintained relative stability, with slight internal ranking changes [14] - As of the end of the first quarter, the largest actively managed equity fund was the E Fund Blue Chip Select, managed by Zhang Kun, with a total asset value of 389.08 billion yuan [10][14] Scale Growth - Several fund managers, including those from Fortune Fund and China Europe Fund, reported significant net increases in fund management scale, indicating a positive trend in the sector [15][16] - The scale of the China Europe Medical Health fund, managed by Ge Lan, reached 311.79 billion yuan, making it one of the largest actively managed equity funds [16]
公募最新规模排名出炉!谁掉队?谁突围?
券商中国· 2025-04-22 15:27
Core Viewpoint - The public fund industry is experiencing significant changes in scale and competition, with a notable shift of funds from stable bond and money market funds to equity funds, reflecting changing investor preferences and market conditions [2][5]. Group 1: Overall Industry Performance - As of the end of Q1 2025, the total scale of public fund management in China reached 31.81 trillion yuan, a decrease of approximately 600 billion yuan from the end of last year, primarily due to significant reductions in bond and money market fund sizes [2][4]. - The competition landscape among public fund companies is intensifying, with some firms gaining ground while others are falling behind [2]. Group 2: Company-Specific Performance - The top ten companies by non-money fund scale include E Fund, Huaxia Fund, GF Fund, and others, with E Fund and Huaxia Fund being the only firms with non-money management scales exceeding 1 trillion yuan [7][8]. - Notably, the non-money fund scale of Fuguo Fund increased by nearly 30 billion yuan in Q1, allowing it to enter the top four for the first time [8][9]. - Several companies, including Yongying Fund and Fuguo Fund, saw substantial growth in their active equity fund management scales, with increases exceeding 70 billion yuan [3][14]. Group 3: Fund Type Performance - Active equity funds experienced a rebound in scale, with a total increase of 18 billion yuan in Q1, driven by strong performance in sectors like technology [12][14]. - Conversely, bond and money market funds saw significant reductions, with bond funds shrinking by 438.8 billion yuan and money market funds by 277.7 billion yuan [5]. - The demand for diversified asset allocation is evident, as overseas investment funds and commodity funds continued to grow, with increases of 25.5 billion yuan and 51.6 billion yuan, respectively [5]. Group 4: Market Dynamics - The market is witnessing a "seesaw effect" in fund sizes, with funds shifting from lower-risk categories to higher-risk equity funds amid a volatile A-share market [4][5]. - The trend of passive funds outpacing active funds continues, with passive equity index funds reaching 3.96 trillion yuan, surpassing active equity funds at 3.44 trillion yuan by the end of 2024 [11].