新闻
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China

交银施罗德一拖多致重仓股重叠 独门股重挫拖累业绩

2017-08-15 12:42:56   中国经济网

来源:股市动态分析

对于一家背靠交通银行这棵大树的交银施罗德基金来说,优秀的基金经理是其最大的“无形资产”,然而近年来,交银施罗德基金公司却频频遭遇人才流失,加大人才缺口,造成“一拖多”现象严重。尤其是当一位基金经理管理多只主动型基金,势必会分散他的精力,进而影响业绩。

其中,交银施罗德基金经理芮晨一人管理的三只主动管理型基金业绩排名同时进入同类基金跌幅前十名,引发基民对基金业绩的担忧。最值得注意的是,这三只基金持股高度重叠,二季度前十大重仓股中有8只完全相同。

一拖多致重仓股重叠

近年来,交银施罗德基金公司频频遭遇人才流失,而失去人才之后,“一拖多”现象越发严重。固定收益类、被动性产品,需要投入的精力不大,操作也相对类似,“一拖多”还可以接受。但是,同时管理多只主动型基金,势必会分散基金经理的精力,影响业绩。

5月11日以来,上证指数走出一波反弹行情,但多数持有交银施罗德基金的基民却高兴不起来。据Wind资讯数据显示,截至8月9日,交银施罗德旗下的35只混合型基金中,有3只都出现了亏损,17只业绩排名不及同类平均水平。

在同期同类基金跌幅前十名里,交银施罗德基金公司旗下的交银先锋、交银数据产业和交银科技创新均出现在榜单里,三者同由芮晨独立管理,业绩分别下跌9.47%、9.44%和6.65%,前两只基金的资产规模相差不大,截至今年二季度末,分别拥有14.28亿元和11.17亿元,不过较发行规模都腰斩,缩水幅度分别为68.06%和49.22%;后一只最新规模仅有1.07亿元,较发行规模缩水高达81.58%。

以交银数据产业为例,其成立于2016年8月16日的基金,自成立以来到2017年8月9日收盘,净值累计亏损了22.30%,而同期上证指数上涨却达到4.81%。另外,在近1月、近3个月和近6个月的不同时间段里,该基金净值均亏损了6.72%、10.38%、16.81%,并且在同类排名中始终接近垫底。

但从上半年的走势看,恒华科技、盛通股份、和晶科技、联明股份、银信科技、全信股份、易华录均出现大跌。而二季度末这七只重仓股占基金净值比例累计达到48%以上,这也就不难解释为何该基金业绩会逆势下跌了。

或者是由于基金经理一拖多的原因,交银施罗德旗下的重仓股显得更为集中。芮晨掌管的交银数据产业、交银科技创新和交银先锋三只基金,从今年二季报重仓股来看,这三只基金持股高度重叠,前十大重仓股中有8只完全相同。

上一页1/2下一页
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China

相关阅读

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
分享到:
0 0
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China

美图推荐

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China

为您推荐

加载更多>>
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170815/31098901.html
Server: cms-8-251
Date: 2024/12/27 16:50:47

Powered by China
China