1.wind data shows that, as of June 30th, 20021,among the common equity funds established for more than one year, there were only1/kloc-0 in Penghua Fund (single a/C type), and three of them ranked below 80% in performance. One of the highlights of this form is that the best performance of Penghua Fund in the first half of this year has not reached the top 20%. This is quite amazing. After all, Penghua Fund has 1 1 share base, and the number of share bases is large, so there is no theory, and the probability of excellent fund performance is relatively high.
Second, this performance is definitely not satisfactory. Let's take a look at the specific situation of Penghua Fund. It should be noted here that in order to ensure the reading effect of readers, brother detectives will talk more deeply about fund companies and fund products, so the length will be longer. Therefore, this analysis will be divided into two parts. This part will mainly focus on the fund company as a whole, and the next part will pay more attention to fund products and fund managers. Penghua Fund was established earlier and its management scale is larger. It belongs to a head office. However, the development of Penghua Fund in recent years seems to have encountered certain bottlenecks, making it difficult to rank further. In terms of products, fixed income products are the strength of Penghua Fund; From the fund manager's point of view, the manager team of Penghua Fund is not stable, and the fund manager has a short working life but manages more funds. From the perspective of customer structure, the proportion of institutional investors in Penghua Fund has declined rapidly in recent years, which more or less reflects the problems faced by Penghua Fund.
3. Penghua Fund Management Co., Ltd. was established on February 22nd, 1998. Headquartered in Shenzhen, the registered capital is 65.438+0.5 billion yuan. What is its legal representative? Guosen Securities (002736, Cuba) Co., Ltd. holds 50%, Yiou Li Sheng Capital Asset Management Co., Ltd. holds 49%, and Shenzhen Beirongxin Investment Development Co., Ltd. holds 1%. Judging from the shareholding situation, Penghua Fund is a fund company of the brokerage department. Generally speaking, the fund companies of securities companies can form relatively good complementary resources and coordinated development with the parent companies of securities companies, and they belong to the dominant category among fund companies with various backgrounds. In addition, it is worth noting that Penghua Fund was established very early. It is one of the earliest "Top Ten" Public Offering of Fund companies in China.
Fourth, it can be said that its experience is very old, and it has experienced many storms all the way. However, the old Penghua Fund seems to have some problems recently, and its performance growth seems to be weak, as if it has encountered some bottlenecks. What's going on here? Now let's look at the detective brother. According to the data of Tian Tian Fund Network and wind, as of August 2, 20021year, Penghua Fund currently has 57 fund managers, 35 1 fund products (combined with various shares), with a total management scale of 7021690,000 yuan, ranking 66th among the 45 fund companies in the industry. It can be said that Penghua Fund is a top fund company. Speaking of management scale, from this dimension, Penghua Fund seems to have developed very rapidly in recent years.
5. The management scale of Penghua Fund soared from 320 1 100 million yuan on June 30, 2065438 to 69654338+0.4 billion yuan on June 30, 20265438, more than doubling in just three years. However, if we look at the ranking of the management scale of Penghua Fund, it seems to be another scene. The ranking of management scale of Penghua Fund has been hovering at 13. Since the middle of 20 19, it has been rising all the way. By the end of the third quarter of 2020, it has broken through the top ten and ranked ninth. However, the good times did not last long. Penghua Fund's ranking of management scale immediately fell out of the top ten, and now it remains at 1 1.
6. In fact, this is because the fund public offering market is very good in recent years, and the enthusiasm of fund owners to buy funds is very high. The management scale of each company is on the rise, and Penghua Fund is no exception. However, in the market with rising management scale, although Penghua Fund once ranked in the top ten, it immediately fell out, which can be said to be a bit "dream broken".