Since this year, with the sharp fluctuations in the market, the benefits of public equity products have also performed poorly.Among them, Hua’an Fund, one of the earliest five public offering funds established, was also greatly redeemed by investors, and the scale was severely shrinking.
The word of mouth of the Huaan Fund’s equity investment has turned sharply. During the year, the scale of active equity funds fell from 139.8 billion yuan to 99.2 billion yuan, a decrease of nearly 29%, and the decline ranked first in the top 20 of the industry.
The reason why its scale shrinks sharply, which is inseparable from the volatility of the talents of its internal investment and research teams.
For the most important person in the Hua’an Fund in the past two years, in January 2022, Cui Ying, director of investment director and star fund manager of Huaan Fund, left from the company.
Cui Ying is a star fund manager who grew up in Hua’an.He has managed his first fund -Hua’an Reverse Strategy since June 2015. Although this only started at the peak of the bull market, after several rounds of bulls and bears, 181.34%of the post -term returns have been obtained.%, Which was recognized by investors.
During the working period of Cui Ying, the performance of many fund managed by the management was high. Before leaving, the scale of the management exceeded 25 billion yuan, but eventually resolutely left Hua’an Fund.
Seven months later, Zhang Liang, another star fund manager of Hua’an Fund, also suddenly left at the fundraising period.
On August 6, 2022, the Huaan Fund announced that the fund manager Zhang Liang left the fund manager of 4 funds including Hua’an Quality Selection, Huaan’s leading quality, Huaan State -owned Enterprise Reform, and Huaan Value Driver for “personal reasons”.
Looking back at the situation during the selection of Huaan’s quality selection, there are channel news that “Due to the current temporary personnel changes in Hua’an Fund, the original investment manager of Hua’an quality selection during the raising period may not continue to serve as the fund manager of this product due to personal reasons.Regulatory sales, investors’ knowledge, and careful consideration. We recommend that the product stops selling. For customers who are sold today and the number of placing orders after three o’clock yesterday, please prompt the customer to withdraw the order. The customers who previously subscribed forSingle convenient process. “
On the evening of July 15, 2022, Hua’an Fund issued an announcement to end up early, and when Hua’an Quality Selection was announced on July 21, it was also announced to add Liu Changchang as the fund manager and Zhang Liang.Manage the quality selection of Hua’an.On July 27, Hua’an Quality Selection opened daily purchase, redemption, conversion, and regular fixed investment business.On August 6, Hua’an Fund issued an announcement that 4 products of the company’s Hua’an state -owned enterprise reform, Huaan value driver, leading Huaan quality, Huaan quality selection will be taken over by fund manager Chen Yuan, Wan Jianjun, Wang Chun, Liu Changchang., Zhang Liang, the original fund manager, stepped down for personal reasons.The news of Zhang Liang, who has been rumored for a long time, was finally confirmed.
Zhang Liang joined the Huaan Fund in June 2015. He served as researcher at the Investment Research Department and assistant fund manager of the Fund Investment Department.Since October 31, 2018, Zhang Liang has begun to serve as a fund manager. During his job, the funds he managed have achieved a good return.
It is worth mentioning that Zhang Liang’s first product of Hua’an State -owned Enterprise Reform theme (001445) managed by Zhang Liang, in more than 3 years, obtained a return rate of 231.82%.After that, the level of manager Chen Yuan, from the perspective of the data returned, is worse than Zhang Liang.
