國金基金經(jīng)理評價報告2008年第二期摘要(2)
http://www.sina.com.cn 2008年04月14日 15:08 新浪財經(jīng)
圖表1:綜合投資管理能力評價獲得四星級以上基金經(jīng)理情況(2008年第二期)
姓名 |
基金 公司 |
當前管理基金 |
收益獲取能力衡量 |
風險控制能力衡量 |
綜合投資管理能力指標 |
綜合投資管理能力星級 |
短期月均相對投資回報率 |
中期月均相對投資回報率 |
長期月均相對投資回報率 |
收益獲取能力指標 |
收益獲取能力星級 |
短期月均優(yōu)化下行風險 |
中期月均優(yōu)化下行風險 |
長期月均優(yōu)化下行風險 |
風險控制能力指標 |
風險控制能力星級 |
王亞偉 |
華夏 |
華夏精選 |
2.49% |
4.40% |
|
2.33% |
★★★★★ |
-1.12% |
-0.60% |
|
-0.41% |
★ |
1.93% |
★★★★★ |
王曉明 |
興業(yè) |
興業(yè)趨勢 |
0.93% |
1.98% |
1.79% |
1.62% |
★★★★★ |
0.00% |
0.00% |
0.00% |
0.24% |
★★★★★ |
1.86% |
★★★★★ |
張益馳 |
華夏 |
華夏優(yōu)增 |
1.86% |
1.32% |
1.13% |
1.49% |
★★★★★ |
-0.05% |
-0.08% |
-0.14% |
0.15% |
★★★★★ |
1.64% |
★★★★★ |
孫建冬 |
華夏 |
華夏紅利 華夏復興 |
1.76% |
1.47% |
1.07% |
1.48% |
★★★★★ |
-0.20% |
-0.13% |
-0.16% |
0.07% |
★★★ |
1.55% |
★★★★★ |
張曉東 |
國海富蘭克林 |
國海彈性 |
1.71% |
1.74% |
|
1.18% |
★★★★★ |
-0.11% |
-0.08% |
|
0.11% |
★★★★ |
1.29% |
★★★★★ |
易陽方 |
廣發(fā) |
廣發(fā)聚豐 |
1.40% |
0.94% |
1.02% |
1.17% |
★★★★★ |
-0.08% |
-0.17% |
-0.18% |
0.09% |
★★★★ |
1.27% |
★★★★★ |
馮剛 |
華寶 興業(yè) |
華寶收益 |
1.52% |
1.83% |
|
1.15% |
★★★★★ |
-0.17% |
-0.11% |
|
0.07% |
★★★★ |
1.23% |
★★★★★ |
孫延群 |
上投 摩根 |
上投阿爾 上投內需 |
1.18% |
1.26% |
|
0.84% |
★★★★★ |
-0.02% |
-0.06% |
|
0.14% |
★★★★★ |
0.99% |
★★★★★ |
吳欣榮 |
易方達 |
方達精選 |
1.09% |
0.72% |
0.51% |
0.83% |
★★★★★ |
-0.39% |
-0.25% |
-0.19% |
-0.04% |
★★ |
0.79% |
★★★★★ |
張龍 |
華夏 |
華夏增長 |
1.65% |
0.22% |
0.00% |
0.68% |
★★★★★ |
-0.22% |
-0.11% |
-0.12% |
0.09% |
★★★★ |
0.77% |
★★★★★ |
王新艷 |
景順 長城 |
景順鼎益 景順藍籌 |
0.32% |
0.90% |
0.74% |
0.70% |
★★★★★ |
-0.18% |
-0.15% |
-0.21% |
0.06% |
★★★ |
0.76% |
★★★★★ |
鞏懷志 |
華夏 |
華夏成長 華夏藍籌 |
1.04% |
0.61% |
|
0.58% |
★★★★★ |
-0.04% |
-0.08% |
|
0.13% |
★★★★ |
0.71% |
★★★★★ |
劉文動 |
華夏 |
華夏藍籌 |
0.82% |
0.61% |
|
0.51% |
★★★★ |
-0.02% |
-0.01% |
|
0.16% |
★★★★★ |
0.67% |
★★★★★ |
陳豐 |
博時 |
博時精選 |
0.83% |
0.53% |
0.24% |
0.59% |
★★★★★ |
-0.24% |
-0.12% |
-0.14% |
0.07% |
★★★★ |
0.66% |
★★★★★ |
陳戈 |
富國 |
富國天益 |
-0.10% |
0.67% |
0.88% |
0.53% |
★★★★★ |
0.00% |
-0.17% |
-0.16% |
0.13% |
★★★★ |
0.66% |
★★★★★ |
陳志民 |
易方達 |
方達成長 |
0.48% |
0.54% |
0.63% |
0.60% |
★★★★★ |
-0.06% |
-0.31% |
-0.28% |
0.02% |
★★★ |
0.62% |
★★★★★ |
尚志民 |
華安 |
華安宏利 基金安順 |
0.24% |
0.42% |
0.51% |
0.44% |
★★★★ |
-0.10% |
-0.05% |
-0.08% |
0.16% |
★★★★★ |
0.60% |
★★★★★ |
王炯 |
東吳 |
東吳動力 |
2.24% |
|
|
0.74% |
★★★★★ |
-0.77% |
|
|
-0.16% |
★ |
0.58% |
★★★★ |
蘇彥祝 |
南方 |
南方績優(yōu) |
1.54% |
|
|
0.51% |
★★★★ |
-0.08% |
|
|
0.07% |
★★★★ |
0.58% |
★★★★ |
談建強 |
南方 |
南方績優(yōu) |
1.54% |
|
|
0.51% |
★★★★ |
-0.08% |
|
|
0.07% |
★★★★ |
0.58% |
★★★★ |
何肖頡 |
博時 |
新興成長 |
0.84% |
0.43% |
0.03% |
0.48% |
★★★★ |
-0.21% |
-0.15% |
-0.18% |
0.06% |
★★★ |
0.54% |
★★★★ |
呂一凡 |
南方 |
南方高增 南方隆元 |
0.47% |
0.64% |
|
0.40% |
★★★★ |
0.00% |
-0.12% |
|
0.13% |
★★★★ |
0.53% |
★★★★ |
李文忠 |
富國 |
基金漢盛 |
0.64% |
0.08% |
0.02% |
0.30% |
★★★★ |
0.00% |
0.00% |
-0.07% |
0.21% |
★★★★★ |
0.52% |
★★★★ |
劉青山 |
泰達 荷銀 |
荷銀精選 |
0.58% |
0.72% |
0.74% |
0.73% |
★★★★★ |
-0.47% |
-0.48% |
-0.43% |
-0.22% |
★ |
0.51% |
★★★★ |
羅澤萍 |
華夏 |
華夏行業(yè) |
0.24% |
0.38% |
0.36% |
0.38% |
★★★★ |
-0.16% |
-0.16% |
-0.13% |
0.09% |
★★★★ |
0.47% |
★★★★ |
侯清濯 |
易方達 |
方達增長 方達科訊 |
0.65% |
0.45% |
|
0.40% |
★★★★ |
-0.12% |
-0.18% |
|
0.07% |
★★★ |
0.47% |
★★★★ |
伍衛(wèi) |
易方達 |
基金科匯 |
1.17% |
|
|
0.39% |
★★★★ |
-0.08% |
|
|
0.07% |
★★★★ |
0.46% |
★★★★ |
陽琨 |
華夏 |
基金興華 |
1.01% |
|
|
0.33% |
★★★★ |
0.00% |
|
|
0.10% |
★★★★ |
0.43% |
★★★★ |
王孝德 |
華寶 興業(yè) |
寶康消費 |
1.16% |
|
|
0.38% |
★★★★ |
-0.19% |
|
|
0.03% |
★★★ |
0.41% |
★★★★ |
袁蓓 |
華安 |
華安配置 |
-0.17% |
0.18% |
0.38% |
0.18% |
★★★ |
0.00% |
0.00% |
-0.03% |
0.23% |
★★★★★ |
0.41% |
★★★★ |
伍軍 |
中銀 國際 |
中銀增長 |
0.77% |
0.29% |
|
0.39% |
★★★★ |
-0.20% |
-0.24% |
|
0.02% |
★★★ |
0.41% |
★★★★ |
劉新勇 |
華安 |
華安創(chuàng)新 |
0.41% |
0.08% |
0.17% |
0.27% |
★★★★ |
0.00% |
-0.12% |
-0.19% |
0.13% |
★★★★ |
0.40% |
★★★★ |
陳鍵 |
南方 |
南方盛元 基金天元 |
0.29% |
0.36% |
|
0.25% |
★★★★ |
0.00% |
-0.05% |
|
0.15% |
★★★★★ |
0.40% |
★★★★ |
董承非 |
興業(yè) |
興業(yè)全球 |
0.97% |
|
|
0.32% |
★★★★ |
-0.10% |
|
|
0.07% |
★★★ |
0.38% |
★★★★ |
黃焱 |
國泰 |
國泰精選 基金金鑫 |
0.66% |
|
0.10% |
0.27% |
★★★★ |
-0.06% |
|
-0.11% |
0.11% |
★★★★ |
0.38% |
★★★★ |
楊軍 |
長城 |
長城消費 |
0.40% |
0.05% |
|
0.18% |
★★★ |
0.00% |
-0.01% |
|
0.16% |
★★★★★ |
0.35% |
★★★★ |
周煒煒 |
交銀施羅德 |
交銀成長 |
0.86% |
|
|
0.28% |
★★★★ |
-0.10% |
|
|
0.06% |
★★★ |
0.35% |
★★★★ |
許春茂 |
光大保德信 |
光大紅利 |
1.07% |
|
|
0.35% |
★★★★ |
-0.35% |
|
|
-0.02% |
★★★ |
0.33% |
★★★★ |
張冰 |
招商 |
招商先鋒 招商成長 招商核心 |
-0.15% |
0.56% |
0.21% |
0.26% |
★★★★ |
-0.22% |
-0.11% |
-0.18% |
0.07% |
★★★ |
0.33% |
★★★★ |
芮 崑 |
上投 摩根 |
上投雙息 |
0.64% |
-0.14% |
|
0.20% |
★★★ |
-0.05% |
-0.07% |
|
0.13% |
★★★★ |
0.33% |
★★★★ |
郝繼倫 |
融通 |
基金通乾 |
0.93% |
|
|
0.31% |
★★★★ |
-0.30% |
|
|
0.00% |
★★★ |
0.31% |
★★★★ |
王鋒 |
華商 |
華商領先 |
1.09% |
|
|
0.36% |
★★★★ |
-0.54% |
|
|
-0.08% |
★★ |
0.28% |
★★★★ |
忻怡 |
嘉實 |
嘉實穩(wěn)健 |
0.83% |
|
|
0.27% |
★★★★ |
-0.30% |
|
|
0.00% |
★★★ |
0.27% |
★★★★ |
呂宜振 |
信誠 |
信誠成長 |
0.86% |
|
|
0.28% |
★★★★ |
-0.34% |
|
|
-0.01% |
★★★ |
0.27% |
★★★★ |
趙梓峰 |
上投 摩根 |
上投成長 |
1.06% |
|
|
0.35% |
★★★★ |
-0.65% |
|
|
-0.12% |
★★ |
0.23% |
★★★★ |
潘峰 |
易方達 |
方達價值 |
0.91% |
|
|
0.30% |
★★★★ |
-0.50% |
|
|
-0.07% |
★★ |
0.23% |
★★★★ |
朱國慶 |
國海富蘭克林 |
國海潛力 |
0.66% |
|
|
0.21% |
★★★★ |
-0.25% |
|
|
0.01% |
★★★ |
0.23% |
★★★★ |
魏東 |
華寶 興業(yè) |
寶康配置 華寶成長 |
0.01% |
-0.10% |
0.22% |
0.10% |
★★★ |
-0.17% |
-0.09% |
-0.07% |
0.13% |
★★★★ |
0.23% |
★★★★ |
管文浩 |
鵬華 |
鵬華動力 |
1.03% |
0.32% |
|
0.48% |
★★★★ |
-0.89% |
-0.45% |
|
-0.28% |
★ |
0.20% |
★★★★ |
靳奕 |
國投 瑞銀 |
國投創(chuàng)新 國投成長 |
0.36% |
|
|
0.12% |
★★★ |
-0.06% |
|
|
0.08% |
★★★★ |
0.19% |
★★★★ |
秦玲萍 |
長城 |
基金久嘉 |
0.54% |
-0.08% |
|
0.19% |
★★★ |
-0.18% |
-0.30% |
|
0.01% |
★★★ |
0.19% |
★★★★ |
鄧曉峰 |
博時 |
博時主題 |
0.53% |
|
|
0.17% |
★★★ |
-0.25% |
|
|
0.01% |
★★★ |
0.19% |
★★★★ |
朱少醒 |
富國 |
富國天惠 |
0.61% |
-0.20% |
|
0.17% |
★★★ |
-0.18% |
-0.29% |
|
0.01% |
★★★ |
0.18% |
★★★★ |
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