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the 2024 interim report of public funds has been disclosed. due to the continuous market fluctuations, the performance of active equity funds in the first half of the year was obviously differentiated. according to the data of ji'an jinxin fund evaluation center, about one-third of active equity funds maintained positive returns, and the net value of 31 funds increased by more than 20%.

data from tianxiang investment consulting shows that the performance of active equity funds in the first half of the year was dismal, with an overall loss of more than 180 billion yuan, and mixed equity funds were particularly serious; the phenomenon of funds "banding together" was significant, and industry holdings were highly concentrated;catlit ranks first in the list of heavy holdings; the trend of fund increase and reduction in market adjustment is obviously differentiated, among which midea,foxconn industrial internet、zijin miningsignificant increase in holdings.

although the overall performance of active equity funds was sluggish in the first half of the year, and equity-oriented hybrid funds were faced with the dilemma of a sharp decline in management fees of nearly 40%, relying on their huge scale base, in the first half of 2024, equity-oriented hybrid funds still achieved considerable management fee income, with a total of 12.695 billion yuan.

wang tieniu, director of the ji'an jinxin fund evaluation center, told the china times reporter that factors such as the reduction in active equity fund fees, share redemptions, and a decline in scale in the first half of the year have put certain pressure on the revenue and profits of some fund companies.

management fees for equity-oriented hybrid funds account for 60%

in terms of performance, active equity funds suffered severe overall losses in the first half of the year, with a total loss of 183.361 billion yuan. among them, equity-oriented mixed funds suffered particularly prominent losses, reaching 113.609 billion yuan.

yuan shuai, the founder of new wisdom new productivity living room, told china times that this was closely related to the sharp fluctuations in the a-share market. pessimistic market sentiment, unclear economic expectations and liquidity issues have jointly led to sluggish market performance and generally frustrated fund investment returns. however, despite the bleak performance in the first half of the year, investors should maintain a long-term perspective, pay attention to the long-term performance and management capabilities of fund companies, and practice diversified investment strategies to reduce risks.