This 11-year-old major fixed-income company "dominates the list"
At the end of the first quarter of 2024, Haitong Securities, an authoritative fund evaluation agency, once again released the list. Industrial Fund, which has been deeply involved in the fixed-income field for many years, firmly dominates the fixed income category. The excess return ranking of large companies ranks first in all four time dimensions: the last five years, the last three years, the last two years, and the last year! At the same time, in terms of the absolute return ranking of major fixed-income companies, Industrial Fund also "topped the list" in terms of return rates in the past three years and the past two years. It is reported that after the list at the end of 2023, the Industrial Fund fixed-income team has once again achieved "domination" in excess returns and absolute returns, and it also adds color to the company's 11th anniversary celebration.
Public information shows that Industrial Fund was established on April 17, 2013. It is a national fund management company controlled by Industrial Bank. Since its establishment, Industrial Fund has always adhered to the asset management origin of "being entrusted by others and managing wealth on behalf of clients", insisting on putting the interests of investors first, adhering to the original aspiration of finance for the people, taking the right path of long-termism, constantly consolidating market-oriented systems and mechanisms, and improving Build professional capabilities and strengthen digital value empowerment. In recent years, following the pace of high-quality development of the public equity industry, Industrial Fund has also been "creating a trend and pursuing changes", strengthening top-level coordination and leadership, and reforming and reshaping inward. In the process of reform and innovation, the main business of public equity has gradually strengthened. , the foundation and development qualities of the industry continue to deepen and thicken.
After eleven years of steady development, Industrial Fund currently manages 92 public fund products. As of the end of 2023, "Haitong Securities: Fund Scale Data Report (2024.01.22)" shows that Industrial Fund's non-stock management scale ranks 25th in the market , ranking 16th in the industry in terms of fixed income management (non-goods), and has provided professional wealth management and product services to more than 22.5 million individual investors. Its various public fund products have created a total of more than 51 billion yuan in profits for investors. Income distribution exceeded 50 billion yuan.
As a banking fund company, Industrial Fund has always adhered to the long-term investment philosophy in the field of fixed income, with clear investment positioning and sophisticated management levels, and is committed to pursuing relative certainty and stability of performance growth on the premise of controlling fluctuations and strictly controlling risks. , continue to create value for investors and enhance the "sense of gain". The product annual report shows that Industrial Fund’s non-monetary fixed-income products in 2023 created a cumulative net profit of 5.989 billion yuan for investors, a year-on-year increase of 183.27%. Looking at the long-term perspective, in the past three years and the past five years, non-cargo fixed-income products have earned holders 13.906 billion yuan and 20.042 billion yuan in net profits respectively.
What complements the product performance is that Industrial Fund has made great efforts in recent years to build the "Gushu Jia·Hui Investment" sub-brand. In order to better meet the holders' needs for product differentiation, the Gushu team has specially positioned the products clearly and improved the product line. Qi Zheng regards it as the cornerstone of brand advantage and focuses on providing investors with a full range of investment management services in the currency market, bond market and "fixed income +" fields. While
Industrial Fund is forging a "solid income long board", it also always attaches great importance to the systematic, platform-based and integrated construction of the equity investment research team, continues to increase resource investment, and is committed to creating and enhancing the unique advantages and core competition of the equity business. force. In recent years, by seizing the development opportunities brought by the transformation and upgrading of the domestic economic structure, Industrial Fund is further strengthening the layout of equity products, advancing active management and passive indexes, and synchronizing diversified strategies with industry themes, striving to broaden the investment boundaries and enrich the market for investors. Provide more choices in terms of product risk and return maps, improve the convenience of market participation, and reduce investment transaction costs.
Data source: Industrial Fund, Industrial Fund’s annual reports of its products, Haitong Securities.
Note 1: Ranking data in "Haitong Securities: Ranking of Fund Company Equity and Fixed Income Assets Excess Return Ranking (2024.04.01)" "Fixed Income Fund Large Company Excess Return Ranking", statistics as of 2024.3.29, report released On April 1, 2024. The specific rankings are: the past five years (2019.04.01-2024.03.29): 1/16, the past three years (2021.04.01-2024.03.29): 1/16, the past two years (2022.04.01-2024.03.29): 1/16. Last year (2023.04.01-2024.03.29): 1/16.
Note 2: Ranking data in "Haitong Securities: Ranking of Equity and Fixed Income Asset Performance of Fund Companies (2024.03.31)" and "Absolute Return Ranking of Large Fixed Income Fund Companies", statistics as of 2024.3.29, the report was released on March 31, 2024. The specific rankings are the past three years (2021.04.01-2024.03.29): 1/16, and the past two years (2022.04.01-2024.03.29): 1/16.
The division of large, medium and small companies: divided according to the average size of active equity (active fixed income) in the Haitong Securities scale rankings in the past year, and sorted according to the size of fund companies from largest to smallest, among which the cumulative average active equity (active fixed income) Fund companies that account for 50% of the market's active equity (active fixed income) scale are classified as large companies, those between 50% and 70% are classified as medium-sized companies, and the rest are small companies. Small companies also include The company whose product has been around the longest is less than a year old.
As of the end of 2023, the non-goods management scale of Industrial Fund was 192.566 billion yuan, ranking in the entire market (25/189); the fixed income management (non-goods) scale was 176.543 billion yuan, ranking the industry (16/181). The source of the scale ranking is "Haitong Securities: Fund Scale Data Report (2024.01.22)" "Management companies exclude the size of monetary funds by type - excluding the duplicate parts of ETF feeder funds and internal funds held", as of 2023/12/31.
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