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浦银安盛年内七成混基跑输均值 “富二代”人才匮乏

2017-09-08 07:06:52   中国经济网

中国经济网北京9月8日讯 (记者徐家昕 康博) 银行系基金公司一直以来是公募领域的“富二代”,即使是股份制银行也同样如此。然而和其他几家“兄弟单位”公募基金管理规模相比,浦银安盛却明显逊色一筹,仅排在四分之三的位置。而其基金经理人数也大幅低于行业均值水平,这从此前一则基金经理变更公告就可见一斑。

与此同时,该公司旗下的基金表现也差强人意。今年以来超过七成混合型基金跑输同类平均基准,而最差的一只产品“浦银安盛医疗健康混合”基金年内净值亏损达3.32%,其成立以来累计亏损高达27.10%,令投资者们大跌眼镜。

  年内超七成混基跑输同类均值

资料显示,浦银安盛基金管理有限公司(以下简称:浦银安盛)是一家中法合资的银行系基金公司,成立于2007年8月,是国内第二批银行系基金公司的第一家,注册资本2亿元人民币。其中,上海浦东发展银行占比 51%,法国安盛投资管理公司(AXA 集团子公司)占比39%,上海盛融占比10%。

上海浦东发展银行始建于1992年8月,总行设在上海。根据此前的报道显示,2016年,浦发银行年末资产总额58,573亿元。法国安盛集团(AXA)是全球最大保险集团,其成立于1816年,亦是全球第三大国际资产管理集团,业务网络覆盖全球五大洲逾50个国家及地区,主要业务为保险及资产管理。

与大股东同为股份制商业银行的3家基金公司相比,截至2017年6月30日,浦银安盛公募管理规模合计824亿元,远远落后于招商基金规模的3712亿元。即使相比于晚成立六年的兴业基金,浦银安盛管理规模也逊色一筹。

另据大智慧数据显示,截至9月5日,浦银安盛旗下共有基金数量47只。其中混合型基金16只、债券型基金28只、股票型基金3只。

从浦银安盛旗下16只有可比数据的混合型基金来看,今年以来有12只基金跑输了7.98%同类均值,占比75%。在这12只业绩不佳的混合型基金中,浦银安盛医疗健康混合(519171)业绩表现最差,年内净值亏损达3.32%,排在2036只同类基金的1936位。不仅如此,据中国经济网记者发现,此基金自成立以来累计亏损也高达27.10%。

天天基金网数据显示,浦银安盛医疗健康混合(519171)成立于2015年5月25日,属于中高风险型基金。从十大重仓股来看,与一季度时相比有所调整,其2017年二季度报显示,其分别为中国医药、国药一致、国药股份、东阿阿胶、洲明科技、中兴通讯、山东药玻、华润双鹤、东软集团、华东医药。据记者统计,浦银安盛医疗健康混合(519171)在今年第一、二季度均持有东软集团股份,截至二季度末,东软集团跌幅20.50%,或许是产品亏损的原因之一。

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