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二季度业绩榜单来了,鹏华基金旗下17只权益基金同类排名前10%
Cai Fu Zai Xian· 2025-07-09 08:30
Core Insights - Penghua Fund's equity products have demonstrated strong long-term performance, ranking third among peers with over 20% returns in the past year as of June 30, 2025 [1] - A total of 41 equity products from Penghua Fund received a five-star rating from Guotai Haitong Securities as of April 2025, indicating high quality and performance [3] Group 1: Performance Rankings - Five equity funds from Penghua Fund ranked in the top 10 of their categories across different time frames, with Penghua Carbon Neutral A and C achieving net value growth rates of 105.51% and 104.33% respectively in the past year [2] - Penghua Medical Technology A achieved a one-year net value growth rate of 59.64%, ranking 10th out of 899 in its category, while its two-year growth rate of 46.24% placed it 6th out of 804 [2] - 18 equity products from Penghua Fund exceeded 35% returns in the past year, with 17 of them ranking in the top 10 of their categories [2] Group 2: Fund Ratings - As of April 2025, 41 equity products from Penghua Fund received three, five, and ten-year five-star ratings, with 11 products achieving dual five-star ratings [3] - Notable funds such as Penghua Medical Technology A and Penghua Innovation A received five-star ratings across multiple time frames, showcasing consistent performance [3] Group 3: Investment Strategy - Penghua Fund's equity team employs a systematic investment research strategy, balancing top-down and bottom-up approaches, and dynamically optimizing investment portfolios based on market changes [4] - The fund has established a strong talent pool through a tiered training mechanism, ensuring diverse investment styles and continuous updates in research areas [4] - The commitment to value and long-term investment principles aims to deliver superior products and excess returns for investors in the future [4]