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china economic net beijing september 6th (reporter kang bo) according to ifind data from tonghuashun, in the first eight months of this year, among the 5,820 bond funds with comparable performance, 5,280 funds achieved performance growth, accounting for 90%, while another 23 funds remained unchanged and 517 funds fell.

pengyang china bond 30-year treasury bond etf and hua xia dingqing one-year fixed-term bond launch fund rose by 11.63% and 10.21% respectively in the first eight months, ranking first and second in the bond fund rankings.

pengyang china bond-30-year treasury bond etf was established on may 19, 2023. the fund managers are shi hongjun and wang kai. the top five holdings of the fund in the second quarter were 24 special treasury 01, 20 treasury 04, 22 treasury 24, 23 treasury 23, and 21 treasury 14.

the 2024 interim report of huaxia dingqing's one-year fixed-term bond launch shows that 91.83% of its assets are held in financial bonds, including 22 agricultural development 10, 22 into 05, 22 into 11, and 21 national development 10. since its establishment in november last year, the fund has accumulated a total increase of 11%. fund manager wu bin joined huaxia fund management co., ltd. in july 2015. he has served as a researcher and fund manager in the fixed income department, and has managed public funds for nearly 4 years.

western asset xinhong enhanced bond a, huatai-pinebridge tiantianle shuangying bond a, xinhua fengli bond a and western asset xinhong enhanced bond c are in the second tier of the list of increases, with increases of 9.87%, 9.25%, 9.16% and 9.10% respectively.

the fund managers of western profit xinhong enhanced bond are yuan shuo and he qi, both of whom are veteran managers, and he qi has accumulated more than 8 years of management experience. according to the information, he qi worked as an analyst and senior analyst at changjiang securities from july 2012 to may 2014; in may 2014, he joined everbright pramerica fund management co., ltd. as a researcher, senior researcher, and fund manager in the investment research department, and joined western profit fund in june 2020. the second quarter report shows that all the bond assets held by the fund are treasury bonds, and it also has heavy positions in shengda resources, industrial silver and tin, yulong shares, chifeng gold, vantage shares, woaiwojia, shandong gold, poly development, vanke a, and china gold.

huatai tiantianle shuangying bond fund is jointly managed by cai zhiwen and chen sixing. in the second quarter, the top five bonds held by the fund were 23 treasury bond 26, 23 treasury bond 27, 23 treasury bond 13, 19 national development and reform commission 15, and 23 interest-bearing treasury bond 26. a small portion of stock assets are mainly china national offshore oil corporation, cosco shipping, china coal energy, zijin mining, byd, china hongqiao, huayang co., ltd., shaanxi coal industry, gree electric appliances, and guangri group.

on the decline list, a total of 45 bond funds fell by more than 10% in the first eight months of this year, with rongtong convertible bond c and rongtong convertible bond a falling by 17.35% and 17.13% respectively. the fund's heavy holdings in the second quarter included 23 treasury bonds 23, funeng convertible bonds, nanyin convertible bonds, lantian convertible bonds, and guangtai convertible bonds. it also held stock assets such as anhui power, huadian power international, zhongji xuchuan, xinyi sheng, shanghai electric, zijin mining, avic shenyang aircraft, zhejiang energy power, shaanxi coal, and avic xi'an aircraft.

the declines of shangyin convertible bond selected bond c, shangyin convertible bond selected bond a, golden eagle yuanfeng bond c, golden eagle yuanfeng bond a, everbright pramerica credit plus bond c, and everbright pramerica credit plus bond a were all above 12%.

taking the shangyin convertible selected bonds as an example, the fund has been managed solely by ma xiaodong since march this year. he has served as an analyst at shanghai bodao investment management co., ltd. and bodao fund management co., ltd.; a researcher at shenwan hongyuan fund management co., ltd.; a senior researcher, assistant fund manager and fund manager at shangyin fund management co., ltd.

the interim report shows that 91% of the fund's net asset value is bonds, and there are no stock assets. however, the top five bonds only account for 6.44% of its holdings, which shows that its holdings are highly diversified. according to tiantian fund network data, shangyin convertible bond select c was established on may 20, 2022, but the cumulative yield as of september 4 this year was -26.80%. shangyin convertible bond select bond a was established on may 8, 2020, with a cumulative yield of -34.42%.

top 100 bond funds with the highest and lowest returns in the first eight months of 2024

data source: tonghuashun (scale cutoff date: june 30, 2024)