1.The latest news from well-known fund managers

Before Shen Ai, Hu Yibin managed the fund and entered the top ten tradable shareholders of Hanwei Technology

According to data from the 2023 report, in the list of the top ten tradable shareholders of Hanwei Technology, Shenai's Ping An Strategy appeared, holding 2.243,900 shares. In addition, Hu Yibin's Huaan Media Internet Hybrid and Huaan Prosperity Pioneer Hybrid also appeared, holding 3.564,400 shares and 1.644,400 shares in sequence.

Four executives of the League of Nations Fund have changed

On April 10, the League of Nations Foundation issued an executive change announcement. The company also appointed a new inspector general and three vice presidents on April 9. Zhou Meiyun, the former inspector general of the League of Nations Foundation, left office and was transferred to the position of vice president of the company; Cao Jian, the former vice president, was transferred to the position of inspector general; Liu Ludan and Ma Rongrong also became new company vice presidents on the same day.

II. Today's Fund News Fast Facts

More than 100Active equity fundsA rebound of more than 30%

According to data, from February 6 to April 8, out of more than 4,000 active equity funds, the number of funds with a net value increase of 10% or more in the range exceeded 3,400, the number of funds with an increase of more than 20% exceeded 900, and the number of funds with an increase of more than 30% reached 111. The biggest increase in net worth was Western Reed New Power Hybrid A, which reached 67.36%.

Public fund investment strategy for the second quarterReport released

Recently, a number of public fund companies' investment strategy reports for the second quarter have been released one after another. Many fund companies regard the disclosure of the 2024 quarterly report as an important investment focus, and they believe that performance may become an important logic for investment in the second quarter. Furthermore, the dumbbell allocation method with high dividends on the one hand and high growth on the other was still the main investment strategy of many public fund companies in the second quarter. The overseas industry chain also became a new common concern for many public fund companies in the second quarter, and exports are thought to be a major highlight of economic development in the second quarter.

Public REITs revenue exceeds 10 billion dollars in 2023

The 30 public REITs that have disclosed results achieved total operating income of 10.199 billion yuan and net profit of 1,342 billion yuan in 2023. Overall, energy infrastructure, transportation infrastructure, and park infrastructure REITs ranked high in revenue and net profit in 2023. There are 6 products with net profit exceeding 100 million yuan. Penghua Shenzhen Energy REIT ranked first in terms of operating income and net profit. It is the only product with revenue exceeding 1 billion yuan.

Guangzhou's 10 billion dollar fund is here

On April 9, the 10th China Guangzhou International Investment Annual Conference opened. At the parallel branch venue in Zengcheng District, the Guangzhou East Center Development Fund, with a total scale of 20 billion yuan, was officially released to the public for the first time. This marks the birth of Guangzhou's first 10 billion fund led by a state-owned state-owned enterprise to specifically support the construction of the Eastern Center.

The Guangzhou East Central Development Fund consists of two fund groups. One of these fund groups focuses on industrial development, with a total scale of 10 billion yuan. It focuses on investing in strategic emerging industry projects, including “core display vehicles”, next-generation information technology, artificial intelligence, biomedicine, new energy and new materials, etc., to accelerate the formation of new quality productivity. Another fund group focuses on strengthening infrastructure, with a total scale of 10 billion yuan. The focus is on investing in infrastructure projects in the central east, including industrial parks, urban renewal, and comprehensive land remediation.

The 10 billion private equity performance continues to pick up

According to data from the Private Equity Ranking Network, by the end of March, the 83 10 billion private equity firms that had shown results had an average profit of 1.92% in March, continuing the trend of return in February. Of these, 71 10 billion private equity firms achieved positive returns, accounting for 85.84%. Among them, the 10 billion quantitative private equity performance rebounded sharply in March, and the excess amount ushered in a round of rapid recovery. The average profit of the 33 10 billion quantitative private equity firms with track records in March was 2.65%, and 32 achieved positive returns, accounting for 96.97%.

However, Bin's Dongfang Harbor had the most impressive performance, with a performance of over 15% in the first quarter, ranking first in the 10 billion private equity market. The quantitative giant Ling Jun Investment, which has received attention due to penalties, lost nearly 15% overall, ranking at the bottom of the 10 billion private equity market.

Rumored to have been hugely redeemed Quantify large private equity firmsresponded

Recently, news that a leading quantitative private equity firm issued a huge redemption announcement for its products went viral in the industry. A person familiar with the matter revealed that the quantitative private equity was invested by Beijing Hande, and the product that was redeemed for a large amount of money is a mixed quantitative strategy fund. In response to this, Hande Investment issued an announcement stating that the private equity fund mentioned in the rumor was naturally redeemed during the daily operation process. The company disclosed information according to standard procedures. The amount of this redemption was more than 5 million yuan, which had no impact on the company's daily operations.

Ping An Trust responds to the product delay crisis

Ping An Trust issued a statement today to apologize to the company for the inconvenience caused to customers in response to the announcement of the extension of Ping An Trust Funing Trust's No. 615 Trust Plan. Ping An Trust's “Ping An Trust Funing No. 615 Pooled Fund Trust Plan” was established in September 2021. The remaining trust size of the plan is about 770 million yuan. The trust invests 70% of Xiamen Ronglu Real Estate Co., Ltd.'s shares in the form of equity investment, thereby indirectly investing in the “Zhenhuafu” project under the name of Xiamen Lianzhengyue Investment Co., Ltd. Poor sales of the target project led to delays in payment of the trust plan.

III. Recent developments in fund products