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基金经理频现跨界 4名经理管理七类以上仍游刃有余?

2017-06-05 13:39:08   

“跨界操刀”者

4名基金经理管理七类以上基金

据东方财富Choice数据统计,“一拖多”现象普遍蔓延,在不同基金类型的基金经理的业绩也相差较大。在基金业内人士看来,基金经理“一拖多”是否合理,关键是看其掌管的多只基金投资策略是否一致。“投资策略一致的基金,安排给同一个基金经理管理,问题不大;若是同时掌管策略不同的基金,则说明基金公司人才确实紧缺或是人才梯队结构不合理。”一位基金公司从业人士分析称。

截止到2017年5月31日,托管股票型基金(含被动型)数量最多的是天弘基金的基金经理张子法,一人托管19只被动指数型基金,且19只基金的任职日期均为2017年4月17日,最近一个月的总回报率为-1.59%,几何任职年化回报低至-25.20%;托管混合型基金最多的是国泰基金的樊利安,一人托管19只偏股混合型基金、2只封闭式基金,其几何任职年化回报达到6.90%,最近一年总回报保持在5.99%。托管债券型基金数量最多的是招商基金的基金经理许强,他一人便托管20只长期纯债型基金、6只货币市场型基金、1只中短期纯债型基金,共计27只基金。据了解,该基金经理自2010年9月份加入招商基金,现在所管理基金的资产总规模为856.81亿元,任职期间最佳基金回报率为28.99%。

据东方财富Choice数据统计,截止到2017年5月31日的基金经理业绩表现,按照投资类型分为包括普通股票型、被动指数型在内的15类。海富通基金的谈云飞(包括长期纯债型、混合偏债型二级、混合偏债型一级、货币市场型、偏股混合型、偏债混合型、平衡混合型)和华安基金的贺涛(包括保本型、长期纯债型、混合债券型二级、混合债券型一级、货币市场型、偏股混合型、偏债混合型、中短期纯债型)以跨8类基金共同成为“跨界操刀”数量最高者,海富通基金的陈轶平(包括QDII、长期纯债型、混合债券型二级、混合债券型一级、货币市场型、偏债混合型、中短期纯债型)和华安基金的郑可成(包括保本型、长期纯债型、混合债券型二级、混合债券型一级、货币市场型、偏股混合型、偏债混合型)跨7类型基金“一拖多”。

近一年347位基金经理离任

仅18人继续管理公募基金

近一年来基金数量迅速扩容,基金经理数量的增长却跟不上基金数量的增长。与此同时,公募基金经理离任甚至离开公募行业现象越发频繁。

截至到2017年5月31日,全市场基金数量多达4267只,而去年同期为2968只,一年增长了43.77%。截至到2017年5月31日,全市场基金经理数量多达1456位,去年同期为1083位,一年增长了34.44%。而2017年以来共有107位基金经理离任,其中选择继续坚守在公募基金业的仅有2人,占比1.87%;近一年以来共有347位基金经理离任,其中选择继续坚守继续管理公募基金的仅有18人,占比仅5.19%。

北京某中型公募基金经理表示,一方面,2017年以来新成立基金数量大幅增加,特别是固收类基金数量增加迅猛;另一方面,基金经理的变动幅度较之以前也在增大,人才流失十分严重,诸多基金公司都面临基金经理不足的局面。

北京一位基金研究人士认为,基金经理“一拖多”主要是基金公司“老人”不够,而基金数量过多。一般而言,一位基金经理管理2、3只基金产品是比较正常的,如果基金规模较小,管理4、5只问题也不大,但管理十几只,在加上投资策略差距很大,做好投资的难度可想而知。

(责编:章斐然、吕骞)

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