This 11-year-old fixed-income company has "dominated the list" again
At the end of the first quarter of 2024, Haitong Securities, an authoritative fund evaluation agency, once again released the list, and the Industrial Fund, which has been deeply involved in the field of fixed income for many years, firmly dominated the excess return ranking of large fixed-income companies, ranking first in the last five years, the last three years, the last two years, and the last year! It is reported that after the list at the end of 2023, the fixed income team of Industrial Fund has once again achieved "dominance" in excess return and absolute return, and also added luster to the company's 11th anniversary celebration.
According to public information, Industrial Fund was established on April 17, 2023 and is a national fund management company controlled by Industrial Bank. Since its establishment, IB Fund has always adhered to the asset management principle of "being entrusted by others and managing wealth on behalf of customers", adhered to the principle of putting the interests of investors first, keeping the original intention of finance for the people, and taking the right path of long-termism, constantly consolidating the market-oriented system and mechanism, improving professional capacity building, and strengthening digital value empowerment. In recent years, following the pace of high-quality development of the public offering industry, IB Fund has also been "opening up the atmosphere and seeking change", strengthening the overall planning and guidance of the top-level, reforming and reshaping inwardly.
After 11 years of steady development, Industrial Fund currently manages 92 public fund products, and as of the end of 2023, Haitong Securities: Fund Scale Data Report (2024.01.22) According to the show, the scale of non-stock management of Industrial Fund ranks 25th in the whole market, and the scale of fixed income management (non-goods) ranks 16th in the industry, providing professional wealth management and product services for more than 22.5 million individual investors, and the public fund products have created more than 51 billion yuan of profits for investors, and the cumulative income distribution has exceeded 50 billion yuan.
As a bank-based fund company, IB Fund has always adhered to the long-term investment philosophy in the field of fixed income, clarified its investment positioning and fine management level, and is committed to pursuing relative certainty and stability of performance growth under the premise of controlling fluctuations and risks, so as to continuously create value for investors and enhance their sense of gain. According to the annual report of the product, the non-monetary fixed income products of Industrial Fund in 2023 will create a cumulative net profit of 5.989 billion yuan for investors, a year-on-year increase of 183.27%. In the past three years and the past five years, non-stock fixed income products have earned 13.906 billion yuan and 20.042 billion yuan of net profits respectively.
In order to better meet the needs of holders for product differentiation, the fixed income team regards the clear positioning of products and the perfect and neat product line as the cornerstone of the accumulation of brand advantages, and strives to provide investors with a full range of investment management services in the money market, bond market and "fixed income +" fields.
While forging the "fixed income long board", IB Fund has always attached great importance to the systematic, platform-based and integrated construction of the equity investment and research team, continued to increase resource investment, and strived to build and enhance the characteristic advantages and core competitiveness of the equity business. In recent years, seizing the development opportunities brought about by the transformation and upgrading of the domestic economic structure, IB Fund has been further strengthening the layout of equity products, actively managing and passive indices simultaneously, and synchronizing diversified strategies with industry themes, striving to provide investors with more choices in terms of broadening investment boundaries, enriching product risk and return maps, improving the convenience of market participation, and reducing investment transaction costs.
Data sources: Industrial Fund, annual reports of Industrial Fund's products, Haitong Securities.
Note 1: The ranking data in the "Excess Return Ranking of Large Fixed Income Fund Companies" in Haitong Securities: Equity and Fixed Income Assets Excess Return Ranking (2024.04.01) is as of 2024.3.29, and the report was released on 2024.4.1. The specific ranking is 1/16 in the past five years (2019.04.01-2024.03.29), 1/16 in the past three years (2021.04.01-2024.03.29), and 1/16 in the past two years (2022.04.01-2024.03.29).
Note 2: The ranking data in the "Absolute Return Ranking of Large Fixed Income Fund Companies" in Haitong Securities: Equity and Fixed Income Asset Performance Ranking of Fund Companies (2024.03.31) is as of 2024.3.29, and the report was released on 2024.3.31. The specific ranking is 1/16 in the past three years (2021.04.01-2024.03.29), and 1/16 in the past two years (2022.04.01-2024.03.29).
Classification of large, medium and small companies: According to the average size of active equity (active fixed income) in the past year in the scale ranking of Haitong Securities, and sorted according to the scale of fund companies from large to small, among which the cumulative average active equity (active fixed income) scale accounts for 50% of the total market active equity (active fixed income) scale of fund companies are divided into large companies, in the range of 50%-70% The division is divided into medium-sized companies, and the rest are small companies, and small companies also include companies with the longest surviving products that are less than 1 year old.
As of the end of 2023, the non-stock management scale of IB Fund was 192.566 billion yuan, ranking 25/189 in the whole market, and the fixed income management scale (non-goods) was 176.543 billion yuan, ranking in the industry (16/181). The source of the scale ranking is "Haitong Securities: Fund Size Data Report (2024.01.22)", "The management company excludes the size of money market funds by type - excludes the duplicate part of ETF feeder funds and internal funds held", as of 2023/12/31.
Risk Warning: Investment is risky, and fund investment should be cautious. Investors should read the Fund Contract, Prospectus, Product Key Facts Statement and other legal documents in detail to understand the specific situation of the fund. Past performance of a fund is not indicative of its future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of the performance of the fund. The fund manager undertakes to manage and use the fund assets in good faith, diligence and due diligence, but does not guarantee that the fund will be profitable, nor does it guarantee the minimum return. The fund manager and the shareholders are subject to a business segregation system, and the shareholders do not directly participate in the investment and operation of the fund property. The above information is for reference only and is not a promotional material of the fund, and is not intended as any legal document. If you need to purchase relevant fund products, please pay attention to the relevant regulations on investor suitability management, do a good risk assessment in advance, and purchase fund products with matching risk levels according to your own risk tolerance. （CIS）