新闻 > 经济
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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

Powered by China
China

大成基金六成混基跑输均值 两位投资总监业绩沦陷

2017-09-07 07:32:08   中国经济网

中国经济网北京9月7日讯(记者康博)作为成立时间最早的公募基金公司,大成基金和其他九家公司被市场亲切的称为“老十家”,从经营业绩上看,除个别公司因体量巨大而导致增速下降外,大多数还是实现了不错的增长。比如2017年上半年,大成基金的营业收入和净利润就分别比去年同期增长了20.4%、54.22%,不过这可不是“芝麻开花节节高”,而是源于财报基数较低。

另外,成立已超过十八年的大成基金,截至今年6月30日其公募管理规模仅为1315.72亿元,远远低于同年成立的富国基金和嘉实基金。与此同时,从该公司旗下的股票与混合型基金的业绩表现看,截至9月5日收盘,均有六成左右的产品跑输同类均值。更引人瞩目的是,在业绩垫底的混合型基金中,还包括了两位投资总监,一位是数量与指数投资部总监、另一位是股票投资部成长组投资总监,但二人管理的大成绝对收益策略混合C(001792)与大成2020生命周期混合(090006)年内净值涨幅皆为亏损状态。

 半年报亮丽源于基数低公募规模增长缓慢

成立最早的十家公募基金公司一直被市场亲切的称为“老十家”,也正是源于发展较早,当中很多公司的公募管理规模如今都已经突破千亿元大关,并齐身公募行业第一梯队。比如博时基金、南方基金、嘉实基金、华夏基金、鹏华基金,截至到今年6月30日,规模都在2000亿元以上,而随后的富国基金也达到了1800亿元以上。与上述公司相比,大成基金则显得有点“寒酸”,发展十八年来,公募管理规模仅为1315.72亿元,排在第八位。同时也是上述十家基金公司中,突破千亿元门槛公司中的最后一名。

如果从其2017年半年报看,财报增速异常靓丽。数据显示,大成基金今年上半年的营业收入和净利润分别比去年同期增长了20.4%、54.22%,不过这种增幅背后的主要原因实为基数较低。

具体来看,今年上半年大成基金的营业收入为4.73亿元,净利润1.09亿元,在7家有可比数据的老十家基金公司中,仅排在第六位。

资料显示,大成基金成立于1999年4月12日,公司股东为中泰信托有限责任公司(持股比例48%)、中国银河投资管理有限公司(持股比例25%)、光大证券股份有限公司(持股比例25%)、广东证券股份有限公司(持股比例2%)四家公司。

目前,大成基金旗下共有15只股票型基金,截至9月5日收盘,在14只今年内有可比数据的股基中(各份额分开计算,下同),9只的业绩增长率都跑输了同类均值。其中,与互联网巨头合作的大成中证360互联网+大数据100指数A(002236)更是以-2.70%的跌幅排在倒数第一的位置。

上一页1/10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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

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/11155042/20170907/31306358.html
Server: cms-8-251
Date: 2024/11/06 03:51:33

Powered by China
China