鹏华稳健回报A

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权益市场持续回暖,鹏华旗下主动权益基金提供多元投资解决方案
Sou Hu Wang· 2025-09-10 11:09
Core Viewpoint - The A-share market is steadily rising, with the Shanghai Composite Index surpassing the 3,800-point mark, driven by policy benefits, increased capital inflow, and accelerated industrial upgrades, highlighting the growing value of equity assets [1] Group 1: Fund Performance - Penghua Fund has reported impressive results, with five actively managed equity funds doubling their performance over the past year, and 11 funds showing net value growth exceeding 90% [1] - Among the 37 funds with over 50% net value growth in the past year, technology and innovative pharmaceutical theme funds have been particularly prominent, contributing significantly to performance [1] - The top-performing funds include Penghua Carbon Neutral Theme A (164.80%), Penghua Stable Return A (109.21%), Penghua Pharmaceutical Technology A (106.17%), and Penghua New Energy Vehicle A (105.59%) [1] Group 2: Long-term Performance and Ratings - In the long-term perspective, several funds have demonstrated strong endurance, with Penghua Stable Return A, Penghua Hongjia A, and Penghua Preferred Value A receiving five-star ratings for both three-year and five-year periods [2] - Penghua Pharmaceutical Technology A and Penghua Hongyi A have achieved five-star ratings across three, five, and ten-year periods, showcasing their sustained research and investment capabilities [2] Group 3: Investment Strategy - In response to market uncertainties, Penghua Fund emphasizes the need for diverse investment strategies, creating an "Active Equity Investment Compass" to provide solutions suitable for different market environments [2] - The company recognizes the importance of balancing risk and return by utilizing value-oriented products during market volatility and high-growth funds when opportunities arise [5] - Penghua Fund is committed to building a diversified and multi-dimensional investment strategy system, focusing on growth, value, balance, and thematic investments [5]