Financial Associated Press, August 31 (Reporter Zhou Xiaoya) Recent changes in fund managers have become frequent, and Wei Xiaoxue of Everbright Prudential Fund is one of them.
Just last Saturday, Everbright Prudential Fund released the announcement of the change of fund managers of a number of its products, among which 5 products, including Everbright Prudential Research Selection, Everbright Prudential New Growth, Everbright Prudential New Opportunities, Everbright Prudential Ruiying, and Everbright Prudential Intelligent Vehicle Theme, which were previously managed by Wei Xiaoxue alone, have all hired additional fund managers. Coupled with the fact that she and Cui Shutian, another fund manager under Everbright Prudential Fund, co-managed Everbright Made in China 2025, wei Xiaoxue currently has no products under its sole management.
Wei Xiaoxue's departure from everbright Prudential Trust Fund is a foregone conclusion, according to the Financial Associated Press reporter learned that Wei Xiaoxue's next stop is the Lu Bo Mai Fund.
Wind data shows that as of now, including fund companies, brokerage asset management, etc., 102 companies have left the fund manager within the year this year, involving 200 people. At the same time, 131 companies also disclosed the announcement of new fund managers. Compared with the same period last year, the number of fund managers who left during the year and the number of companies involved did not change much overall, and the number of fund managers who left from January to August last year was 220, involving 109 companies.
Among the above changes, there are many star fund managers, such as Zhou Yingbo under the previous CEIBS Fund, Cui Ying under huaan fund, Sun Fang of the Shanghai Investment Morgan Fund, and Lin Sen of the E Fund. With the continuous change of fund managers, the industry is ushering in more and more "fresh blood".
Wei Xiaoxue is managing a number of products to hire additional fund managers
According to public information, Wei Xiaoxue graduated from Zhejiang University with a bachelor's degree in economics in 2003 and a master's degree in economics and finance from Fudan University in 2015. From 2006 to 2009, she worked as a researcher at Pengyuan (Beijing) Management Consulting Co., Ltd. Shanghai Branch (formerly KGI Management Consulting). He joined Everbright Prudential Fund in October 2009 and is currently the assistant general manager and the head of the stock research team, serving as a fund manager for nearly 10 years and 18 years in the securities industry.
According to the data of the daily fund, she has obtained the largest profit of 388.02% during her tenure, and the current management scale is 6.74 billion yuan. Her masterpiece Everbright New Growth received a tenure return of 263.83%, ranking 160 among 542 products in its class.
Everbright Prudential Fund said in an announcement last week that since August 27, Tang Yuwei has been hired as a fund manager of Everbright Prudential Research Selection, co-managing the product with Wei Xiaoxue. According to public information, Tang Yuwei joined the Everbright Prudential Fund in July 2016, successively served as a research assistant and researcher, and is currently the assistant to the head of the equity research team of the equity management headquarters, and began to serve as a public fund manager in August 2021, and has been in office for just over 1 year.
On the same day, Cui Shutian was hired as the fund manager of Everbright Prudential New Growth. According to public information, he served as an assistant researcher, researcher and senior researcher at Guotai Junan Securities from April 2010 to May 2015; He joined Everbright Prudential Fund in June 2015 and has served as a senior researcher and is currently the assistant to the equity investment team of equity management headquarters, serving as a fund manager for just over 2 years. In addition to the new growth of Everbright Prudential, Everbright Made in China 2025 is also co-managed by him and Wei Xiaoxue.
The everbright Prudential New Opportunities and Everbright Prudential Ruiying, managed by Wei Xiaoxue, have added 2 fund managers, Fang Lei and Ma Pengfei, respectively. According to public information, Fang Lei's securities experience has reached 13 years, and he has served as a macro strategy analyst, a senior researcher of the investment department, and the leader of the strategic research group of the Comprehensive Research Institute in Jianghai Securities and Ping An Securities, etc. In June 2015, he joined Everbright Prudential Fund, successively served as a strategic analyst, assistant research director, and is currently the chief strategic analyst of the equity investment team of the equity management headquarters, and his fund manager has been in office for nearly 6 years. Ma Pengfei has been in the securities industry for 10 years and a fund manager for nearly 2.5 years, and joined Everbright Prudential Fund as a senior researcher in May 2017.
With the addition of new fund managers for the products under management, Wei Xiaoxue's movements have also attracted market attention. The reporter of the Financial Associated Press learned from industry insiders that Wei Xiaoxue's next stop is the Lu Bomeier Fund.
As the third wholly foreign-owned public fund company in China, NeubergerMan Fund was approved by the CSRC on September 24 last year with a registered capital of RMB 150 million and is a wholly-owned subsidiary of NeubergerMan Investment Consulting Co., Ltd. The company's business scope is public securities investment fund management, fund sales, private asset management approved by the China Securities Regulatory Commission and other businesses.
Founded in 1939 by Roy Neuberger, known as the father of mutual funds in the United States, Neuberger is an independent, employee-owned private investment management firm that assists global institutional investors, investment advisors and individual investors in managing equities, fixed income, quantitative investments and multi-asset, private equity, real estate and hedge fund portfolios.
During the year, 102 institutional fund managers changed
Wind data shows that 102 asset management institutions have left the fund manager this year, involving 200 people, and 131 companies have disclosed the announcement of new fund managers. Compared with the same period last year, the number of fund managers who left during the year and the number of companies involved did not change much overall, and the number of fund managers who left from January to August last year was 220, involving 109 companies.
Among them, 6 fund companies such as Boshi, Anxin, Harvest, ICBC Credit Suisse, and Shanghai Investment Morgan have changed fund managers by 5 or more during the year. The number of fund managers of 9 institutions, including Golden Eagle Fund, GF Fund, Penghua Fund, South China Fund, China Post Venture Fund, Huaan Fund and Huaxia Fund, was 4 during the year. Among the above changes, there are many star fund managers, such as Zhou Yingbo under the previous CEIBS Fund, Cui Ying under huaan fund, Sun Fang of the Shanghai Investment Morgan Fund, and Lin Sen of the E Fund.
For example, on July 28, Xingyin Fund announced that Yang Kun, director of the company's equity business and fund manager, left all three products under management, improvised silver technology growth for 1 month rolling, Xingyin boom preferred, Xingyin Dingxin flexible allocation, these products will be managed by fund manager Gao Peng alone. The fund manager co-managed the Xingyin Dingxin Flexible Allocation Mix with Yang Kun in May last year, and had no previous experience in managing it alone. Subsequently, it was reported that Yang Kun had joined PICC Assets and served as the deputy general manager of the public fund.
In addition, Huiquan Fund also recently announced that since July 27, Yang Yu, the fund manager of Huiquan Strategic Preferred, has resigned due to work arrangements, and the product has been changed from joint management by Liang Yongqiang and Yang Yu to joint management by Liang Yongqiang and Zeng Wanping. Huiquan Xing also added Zeng Wanping as a fund manager during the holding period of the next year, which will be jointly managed by Liang Yongqiang and Zeng Wanping. According to public information, Zeng Wanping was a stock strategy analyst at China Galaxy Securities, and from November 2021 to July 2022, he was the leader of the Huiquan Fund Strategy Research Group and the assistant fund manager.
This article originated from Zhou Xiaoya, a reporter of the Financial Associated Press