window.pageData = {"stock":{"_id":3000000011117,"name":"富国沪港深业绩驱动混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","inceptionDate":"2020-12-28T16:00:00.000Z","fundStatus":"normal","stockCode":"011117","tickerId":11117,"shortName":"富国沪港深业绩驱动混合型C","exchange":"jj","followedNum":11,"fundCollectionId":4000050100000,"currency":"CNY","status":"normal","masterFundFlag":null,"activeFundFlag":null,"classificationFlag":null,"closedEnd":null,"etfFundFlag":null,"feederFundFlag":null,"indexFundFlag":null,"lofFundFlag":null,"pensionTargetFlag":null,"pinyin":"fghgsyjqdhhxzqtzjj","fundCollection":{"exchange":"jjgs","stockType":"fund_collection","stockCode":"50100000","tickerId":50100000,"name":"富国基金管理有限公司"},"managers":[{"name":"张峰","stockType":"fund_manager","stockCode":"db20056284","exchange":"fm","tickerId":2606110500}],"hotMetrics":{"fss":{"stockId":3000000011117,"type":"fss","f_s_s_d":"2024-06-29T16:00:00.000Z","f_ins_h_s_r":0.9437000000000001,"f_ind_h_s_r":0.056299999999999996,"f_h_a":43491,"f_h_s_a":115559,"f_ind_h_s_r_c_1y":0.023299999999999994,"f_ind_h_s_r_c_hy":-0.008600000000000003,"f_ins_h_s_r_c_1y":-0.023299999999999987,"f_ins_h_s_r_c_hy":0.008600000000000052,"last_data_date":"2025-06-29T16:00:00.000Z"},"fpr":{"stockId":3000000011117,"type":"fpr","f_p_r_fys_ssc":8989,"f_p_r_fys_ssrp":0.9348019581664442,"f_p_r_m1_ssc":9238,"f_p_r_m1_ssrp":0.8826458806971961,"f_p_r_m3_ssc":9128,"f_p_r_m3_ssrp":0.9511339980278295,"f_p_r_m6_ssc":8836,"f_p_r_m6_ssrp":0.9120543293718166,"f_p_r_y1_ssc":8349,"f_p_r_y1_ssrp":0.7804264494489698,"f_p_r_y2_ssc":7732,"f_p_r_y2_ssrp":0.549217436295434,"f_p_r_y3_ssc":6945,"f_p_r_y3_ssrp":0.3381336405529954,"f_cagr_p_r_fs_ssc":9180,"f_cagr_p_r_fs_ssrp":0.7767730689617606,"f_p_r_y5_ssc":4353,"f_p_r_y5_ssrp":0.6707261029411765},"fp":{"stockId":3000000011117,"type":"fp","f_p_r_fys":-0.07393819060773532,"f_p_r_m1":-0.04813664596273248,"f_p_r_m3":-0.12073275685422724,"f_p_r_m6":-0.04893833946540249,"f_p_r_y1":0.05804319952657977,"f_cagr_p_r_fs":0.011527484517269482,"f_p_r_d1":-0.013270436991343115,"f_p_r_y2":0.2714074074074069,"f_p_r_y3":0.3764675691281154,"last_data_date":"2026-05-21T16:00:00.000Z","f_p_r_y5":-0.001070863208867845},"ff":{"stockId":3000000011117,"type":"ff","f_m_f":22345297,"f_m_f_r":0.012,"f_c_f":3724216,"f_c_f_r":0.002,"f_m_a_c_f":26069513,"f_m_a_c_f_r":0.014,"f_m_c_f_d":"2024-12-24T16:00:00.000Z","f_c_fr":0.002,"f_fr_d":"2025-11-16T16:00:00.000Z","f_m_fr":0.012,"f_mac_fr":0.014},"f_nlacan":{"stockId":3000000011117,"type":"f_nlacan","f_nv_d":"2026-05-21T16:00:00.000Z","f_nv":2.1455,"f_nv_cr":0.01610229694529952},"f_as":{"stockId":3000000011117,"type":"f_as","f_tas":1462877572.5119998,"f_tas_d":"2026-03-30T16:00:00.000Z"}},"masterSlaveFunds":[{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj"}],"shareholdings":[{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000000005,"holdings":3267478,"marketCap":362951456,"netValueRatio":0.0924,"quarterlyChange":0.056550939542483025,"stock":{"stockCode":"00005","exchange":"hk","stockType":"company","tickerId":5,"name":"汇丰控股"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000000700,"holdings":796722,"marketCap":340479146,"netValueRatio":0.0867,"quarterlyChange":-0.19198664440734592,"stock":{"stockCode":"00700","exchange":"hk","stockType":"company","tickerId":700,"name":"腾讯控股"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000009988,"holdings":3162858,"marketCap":332321490,"netValueRatio":0.0846,"quarterlyChange":-0.16666666666666652,"stock":{"exchange":"hk","stockType":"company","stockCode":"09988","tickerId":9988,"name":"阿里巴巴-W"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000001364,"holdings":7040392,"marketCap":169673447,"netValueRatio":0.0432,"quarterlyChange":0.10169491525423768,"stock":{"exchange":"hk","stockType":"company","stockCode":"01364","tickerId":1364,"name":"古茗"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000003606,"holdings":3166081,"marketCap":163971334,"netValueRatio":0.0418,"quarterlyChange":-0.1272321428571418,"stock":{"stockCode":"03606","exchange":"hk","stockType":"company","tickerId":3606,"name":"福耀玻璃"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000001299,"holdings":2172531,"marketCap":162766022,"netValueRatio":0.0414,"quarterlyChange":0.061952440550687715,"stock":{"stockCode":"01299","exchange":"hk","stockType":"company","tickerId":1299,"name":"友邦保险"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000001818,"holdings":4643059,"marketCap":130098513,"netValueRatio":0.0331,"quarterlyChange":0.0325309043591413,"stock":{"stockCode":"01818","exchange":"hk","stockType":"company","tickerId":1818,"name":"招金矿业"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000009899,"holdings":879364,"marketCap":100159559,"netValueRatio":0.0255,"quarterlyChange":-0.3064516129032252,"stock":{"exchange":"hk","stockType":"company","stockCode":"09899","tickerId":9899,"name":"网易云音乐"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000000939,"holdings":12523000,"marketCap":92795430,"netValueRatio":0.0236,"quarterlyChange":0.09143788841703326,"stock":{"stockCode":"00939","exchange":"hk","stockType":"company","tickerId":939,"name":"建设银行"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000005847,"stockId":1000000000002259,"holdings":568320,"marketCap":87362150,"netValueRatio":0.0222,"quarterlyChange":0.19246575342465788,"stock":{"exchange":"hk","stockType":"company","stockCode":"02259","tickerId":2259,"name":"紫金黄金国际"}}]},"list":[{"_id":"69e8eab11398d79843fe8a26","date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","stockId":3000000005847,"sao":"组合主要增持了信息技术， 能源和医疗保健板块，减持了原材料和通讯板块。主要是信息技术和日常消费跑赢，原材料和能源板块跑输。组合区间收益贡献较大的主要是大宗商品，AI基础设施相关标的，以及消费板块中具备显著阿尔法的个股，相对来说区间收益贡献较弱的主要是互联网行业。展望二季度，全球市场仍将受到中东局势（美伊冲突）的阶段性扰动，但预计地缘政治的边际影响将逐步减弱。我们的投资核心聚焦于有质量成长的个股。即便宏观环境仍存在不确定性，我们依然力争通过精选具备内生增长动力的阿尔法个股，为投资者创造稳健的超额收益。","lastUpdated":"2026-04-22T15:35:13.167Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二六年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1481157","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5c1","date":"2025-12-30T16:00:00.000Z","declarationDate":"2026-01-21T16:00:00.000Z","stockId":3000000005847,"sao":"报告期内，本基金主要增持了金融和工业等板块，减持了原材料和非日常消费品板块。主要是能源、工业贡献收益，通讯业务拖累了业绩表现。我们对一季度港股市场开门红和春季躁动行情保持乐观态度；经过去年四季度的调整，港股整体已相对调整充分，大宗商品、非银、互联网领域均显活跃。预计一季度国家将继续呵护经济增长并引导资金健康流入股市，有利于市场表现。","lastUpdated":"2026-03-09T13:20:26.942Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二五年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1461076","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5c0","date":"2025-09-29T16:00:00.000Z","declarationDate":"2025-10-27T16:00:00.000Z","stockId":3000000005847,"sao":"本季度组合保持了优质成长股加高股息的投资策略。在成长股范围内，基金目标是持有业绩增长确定性高，成长空间大，竞争壁垒强和估值合理偏低的上市公司。在高股息范围内，基金的目标是持有商业模式稳定，现金流充沛，股息率在全市场排名前列的上市公司。本季度组合降低了医药和金融仓位，增加了金属矿业的仓位。","lastUpdated":"2026-03-09T13:20:26.939Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二五年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1379576","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5bf","date":"2025-06-29T16:00:00.000Z","stockId":3000000005847,"sao":"基金在上半年保持了优质成长股加高股息的投资策略。在成长股范围内，基金目标是持有业绩增长确定性高，成长空间大，竞争壁垒强和估值合理偏低的上市公司。在高股息范围内，基金的目标是持有商业模式稳定，现金流充沛，股息率在全市场排名前列的上市公司。我们组合从去年下半年开始增加了对成长板块的仓位。1季度部分减仓了AI主题驱动的股票。4月份市场大跌中，组合增加了新消费、互联网、铜金和医药板块仓位，在上半年获得了良好的表现。","declarationDate":"2025-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.937Z","mo":"市场展现出明显的牛市特点。无论是国内机构投资者通过港股通南下，还是海外美元基金回流中国，资金流入港股市场的趋势已经形成而且还在持续。即使在目前基金净值已经从底部有可观涨幅的情况下，主流股票并没有高估，而是在逐步回到合理估值的过程中。组合会继续持有成长股和高息股中的优质股票，持续关注市场动态。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二五年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1350617","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5be","date":"2025-03-30T16:00:00.000Z","stockId":3000000005847,"sao":"本季度组合保持了高股息加优质成长股的投资策略。在成长股范围内，基金目标是持有业绩增长确定性高，成长空间大，竞争壁垒强和估值合理偏低的上市公司。在高股息范围内，基金的持有商业模式稳定，现金流充沛，股息率在全市场排名前列的上市公司。出于对市场和经济形势的看好，我们的组合重仓互联网和新消费，并且布局新兴行业的科技股，这些公司在本季度获得了良好的表现。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.934Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二五年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1276428","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5bd","date":"2024-12-30T16:00:00.000Z","stockId":3000000005847,"sao":"组合投资于优质成长股和高息股，80%的股票仓位通过港股通投资于港股市场。在成长股范围内，基金目标是持有业绩增长确定性高，成长空间大，竞争壁垒强和估值合理偏低的上市公司。在高股息范围内，基金的持有商业模式稳定，现金流充沛，股息率在全市场排名前列的上市公司。2024年年初我们对于市场持有相对谨慎的观点，认为高股息板块的确定性更高，一半以上仓位投资于高股息板块。随着4-5月份基金的净申购增加，基金仓位随之下降。在8-9月份，我们观察到市场流动性显著好于2023年，且9月底和10月份出台的一系列政策显示了政府托底和刺激经济增长的强烈决心。因此，四季度组合提高了仓位，增加了成长板块的配置。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.931Z","mo":"我们认为2025年是很有机会的市场。一方面国内长期利率的下行，相对于国内的流动性，内在收益率高的长期优质股权资产非常稀缺。另一方面，我们观察到外资的抛售潮在24年初就基本结束，港股市场非常活跃，流动性充足。中国有一批竞争优势明显、商业模式稳定、有成长空间且估值便宜的优质上市公司。这些公司在不错的市场环境下，具有很好的重估机会。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二四年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1257314","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5bc","date":"2024-09-29T16:00:00.000Z","stockId":3000000005847,"sao":"本季度组合保持了高股息加优质成长股的投资策略。在成长股范围内，基金目标是持有业绩增长确定性高，成长空间大，竞争壁垒强和估值合理偏低的上市公司。在高股息范围内，基金的持有商业模式稳定，现金流充沛，股息率在全市场排名前列的上市公司。组合运作上，出于对全球石油闲置产能的担忧，组合本季度降低了油气类资产的持仓，保持略增了铜金类大宗商品资产仓位。同时中国互联网公司在经济下行中展现了很好的盈利韧性，普遍公布了超市场预期的业绩，且估值偏低，组合增加了中国互联网公司的仓位。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.929Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二四年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1178218","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5bb","date":"2024-06-29T16:00:00.000Z","stockId":3000000005847,"sao":"基金在上半年保持了高股息加优质成长股的投资策略。在成长股范围内，基金目标是持有业绩增长确定性高，成长空间大，竞争壁垒强和估值合理偏低的上市公司。在高股息范围内，基金的持有商业模式稳定，现金流充沛，股息率在全市场排名前列的上市公司。上半年基金根据基本面情况对成长股持仓进行调整。在基金运作上，2季度本基金的规模由于申购扩大较快，为避免追高，本基金根据申购时点逐渐加仓，保持红利和成长均衡的组合。基金在2季度末保持偏低仓位。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.926Z","mo":"自下而上来看，中国公司的竞争力强、估值也处于非常便宜的位置。但是从宏观角度看，我们从6月开始看到整个社会消费行业的数据明显放缓，且有存在螺旋下跌的可能。同时下半年如果美国对中国加关税，对于出口产业链和整体经济增速还会有负面影响。因此，我们在保持优质成长策略和高股息策略的基础上，尽量控制仓位，降低组合风险。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二四年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1153096","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5ba","date":"2024-03-30T16:00:00.000Z","stockId":3000000005847,"sao":"本季度组合的高股息仓位表现良好，特别是油气等上游行业。组合在春节后加仓了一部分超跌的消费类股票和A股成长类股票。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.924Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二四年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1075442","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b9","date":"2023-12-30T16:00:00.000Z","stockId":3000000005847,"sao":"在2023年本基金逐渐增加了高股息类股票的持仓，并对成长股持仓根据经营和估值情况进行了调仓。","declarationDate":"2024-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.921Z","mo":"经过三年市场的调整，大部分股票的估值水平处于偏低位置。市场估值中已经包含了部分对未来的悲观预期，包括房地产和城投债带来的信用收缩风险、国际关系带来的经济增长压力和居民消费力下降的风险等等。从刚刚过去的春节消费情况来看，经济基本面的韧性比市场预期的更好。我们认为这种市场情况提供了一个很好的选股时机，适宜买入竞争优势强、成长确定空间大以及估值低估的股票。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二三年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1059515","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b8","date":"2023-09-29T16:00:00.000Z","stockId":3000000005847,"sao":"组合保持了以优质成长股为主的持仓结构。本季度市场在8月初和8月底有反弹，但整体还是在下降趋势中。由于8月份是中报季，一小部分业绩超预期且估值便宜的个股表现优异，甚至创出新高。我们降低了涨幅较大的股票的仓位，增加了一些高股息股票仓位。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.918Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二三年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=992498","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b7","date":"2023-06-29T16:00:00.000Z","stockId":3000000005847,"sao":"本基金的主要策略是买入持有优质成长型公司。考虑到目前的宏观经济和利率环境，我们也更加重视高股息策略，把买入持有经营稳定、具有较高股息率的公司作为我们的投资方向之一。报告期内，我们增加了高股息股票的仓位和一些新入通的成长股。我们对少数大型股票根据估值区间做了一些加减仓的交易。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.916Z","mo":"经历了5-6月份市场对国内经济形势的极度悲观和7月份的政策托底，我们认为市场的底部或已经出现，对于向下风险无需过于担忧。但同时也需要认识到整个经济正在摆脱地产基建依赖的转型期，政策刺激和经济增长都不会重走老路，旧经济的向上空间有限。我们对优秀上市公司的基本面前景非常乐观，在汽车、新能源、消费和新材料领域，中国都有一批具有很强竞争力的上市公司，他们的收入和盈利增长会成为投资者回报的来源。随着经济长期增长中枢不可避免地下降、以及市场上缺乏优质的高收益资产（和地产、城投相关的信托的违约风险大大增加），我们认为稳定分红的高股息优质公司的价值很值得重视。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二三年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=965731","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b6","date":"2023-03-30T16:00:00.000Z","stockId":3000000005847,"sao":"一季度的港股市场保持了高Beta的特点，春节前普遍上涨，春节后进入下跌状态。我们主要在市场普遍上涨的行情中把仓位换到基本面更好、性价比更高的持仓中，减去了Beta属性高的股票。目前市场估值水位不高，买入和持有股票的性价比整体来说比较好。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.913Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二三年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=885924","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b5","date":"2022-12-30T16:00:00.000Z","stockId":3000000005847,"sao":"2022年年初，我们推测2022年将是波动较大的一年，主要风险是通胀高带来美联储紧缩超预期、以及A股赛道股的过热问题。事实上，这一年比我们的预期更加波动，波动原因除了宏观流动性外，还有俄乌战争这样的地缘政治风险和新冠疫情对经济活动超预期的影响。中国股票市场特别是港股市场分别在3月中旬和10月底有两次恐慌崩溃式下跌，A股成长股在4月和12月有两次较大幅度的整体下跌。每一个市场的大底部都充满悲观和怀疑，这次也是一样。由于诸多因素影响，市场充满了对经济前景的担忧，外资的信心降低到冰点。但市场往往又走在基本面前面，8月份开始的阴跌和10月份的暴跌一定反应了经济基本面的问题，也宣泄了悲观和怀疑的情绪。随着稳定经济的各项政策出台，信心得到修复，外资大幅回流中国市场。回头来看，10-11月的底部反而是价值投资者最好的黄金机会。全年来看，做的好的地方是选股，我们重仓持有的股票从全年收益率和稳定性相对不错。没有做好的地方是互联网行业，虽然11月份有加仓，但没有加在更底部的位置。整体而言，基金虽然11月有加仓，但持仓与市场主线存在差异，12月市场仅上涨指数成分股和疫情放开相关股票，A股成长股在12月份甚至大幅下跌。上述因素导致本产品业绩相对平淡。好在1月份开年以来，这些滞涨的绩优成长股的股价开始明显修复。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.911Z","mo":"相信2023年是中国权益市场不错的一年。去年的新冠疫情、地产资金链断裂、美联储加息超预期，这些负面因素在今年都有反转。同时，去年12月份虽然指数修复较多，还有大量股票特别是成长型制造业的股价有所回调、估值回到合理偏低位置，很多股票在年初的起点估值还是便宜。虽然在外部环境上，对中国经济的质疑声音不会停止。但是社会前进的过程从来就是充满挑战和问题，企业也是在困难和竞争中成长。经历去年的洗礼，能够坚持下来甚至盈利健康成长的企业，今年一定会有更好的表现。自下而上来看，中国已经有一批优秀的极具竞争力的企业，有坚固的技术和经营壁垒，优秀的战略和管理能力，这些企业是中国权益市场长期收益率的来源，也会为世界的进步作出贡献。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二二年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=872466","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b4","date":"2022-09-29T16:00:00.000Z","stockId":3000000005847,"sao":"基金在第三季度主要是根据个股的基本面和估值因素做了调仓。主要是增加了更加逆周期或者早周期的股票持仓，降低了后周期晚周期的股票持仓。整体上本基金依然保持行业分散的自下而上持有优质成长股的策略。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.906Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二二年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=809737","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b3","date":"2022-06-29T16:00:00.000Z","stockId":3000000005847,"sao":"2022年的上半年发生了比较多的宏观风险。年初由于十年美债利率上行，资金从成长股流入价值股；三月份俄乌冲突带来外资大幅卖出港股；四月份上海疫情严重导致长三角制造业物流受阻。本基金年初降低了没有利润看市销率公司的仓位，增加了价值股仓位；4-5月降低了和宏观经济相关性大的公司的仓位，增加了和整体经济无关的股票的仓位。回顾上半年，在宏观风险扰动下做出正确反应并不容易。虽然应对宏观风险投入很多精力，但择时的准确度并不高，反而是自下而上地选股贡献了较多的相对收益。相对来看本基金还是需要做好选股，坚持用选择质量优、增速块和成长空间大的上市公司来获得阿尔法。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.902Z","mo":"在经历了上半年的各种宏观风险，7月开始地产销售下滑恶化的风险也逐渐暴露的情况，我们认为经济进入了一个磨底区域。虽然不确定什么时候从底部恢复，但是市场经过几次风险暴露已经是相对安全的状态。本基金会坚持选股策略，希望买入持有竞争优势强、业绩增速快和成长空间大的优质成长股来获取收益。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二二年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=787717","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b2","date":"2022-03-30T16:00:00.000Z","stockId":3000000005847,"sao":"一季度金融市场风险颇多，高通胀带来的美联储加息缩表风险、俄乌战争引发的资金外流风险以及奥密克戎疫情频发带来的经济衰退风险。具体操作上我们降低了仓位，减少了高估值成长股的持仓，降低了可选消费增加了低估值的必选消费仓位。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.900Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二二年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=729201","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b1","date":"2021-12-30T16:00:00.000Z","stockId":3000000005847,"sao":"本基金以投资成长空间大、竞争壁垒强的优质成长股为主要投资策略。在行业上分散均衡，消费、互联网、医疗、科技、新能源和高端制造都是本基金的重点投资行业。2021年开始到2月中旬，市场延续了2020年的乐观气氛，快速上涨；随着股票短期市值急速扩张和美国十年期国债利率上升，全球股票市场冲顶回落。4月份开始美国十年国债利率企稳回落，成长股出现分化，医药、电动车、光伏、军工、半导体都出现了阶段性的上涨行情。2021年的港股市场比A股表现更差，主要是因为港股的核心板块互联网遇到的监管风险，从反垄断和未成年人保护出发的监管政策降低了这些超级平台的利润增速和远期空间，引起资金大幅流出这个互联网和整个港股。而其他一些行业，如教育、医疗、博彩、地产也都都遭遇了压力不小的政策和基本面风险。年初基金规模迅速增大，和一季度市场的大幅波动曾经给组合管理带来了很大的挑战。通过行业和个股选择，基金最后录得明显超过基准的全年表现。本基金完全规避了某些行业（如教育和博彩）的政策风险；在互联网等行业较为提前地降低了仓位，遭受了小幅损失；在消费和新能源行业获得了正收益；在公共事业行业的大幅波动中录得损失。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.897Z","mo":"经过2020年的大放水市场普涨行情和2021年的资金向少数优秀赛道集中后，整体市场的估值仍然不算便宜。由于美国CPI位于高位和美联储的鹰派政策，全球的流动性环境不太乐观。好在中国已经通过提前收缩流动性为后面的放松留出了政策空间，国内的流动性环境对股市有所支撑。预计2022年市场波动会比较大，个股的分化也会不小。乐观的方面是，中国具有完整的产业结构，在很多领域依然有很大的国产替代和集中度提升空间，自身成长性好的优质公司一定会穿越宏观和流动性的周期，中国股票市场长期来看依然具备良好的投资价值。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二一年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=716470","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5b0","date":"2021-09-29T16:00:00.000Z","stockId":3000000005847,"sao":"三季度港股和中概股市场风险频发，教育“双减”政策、互联网反垄断、博彩牌照等事件带动指数和市场逐渐下跌。虽然我们的持仓避开了一些较大的政策风险，但部分个股在9月份回撤较大。行业配置上，我们的基金重仓消费、医药、新能源和科技，在互联网持仓较轻。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.894Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二一年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=659039","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5af","date":"2021-06-29T16:00:00.000Z","stockId":3000000005847,"sao":"上半年的市场相当具有挑战。主要是经过19年和20年两年的牛市后，很多优质股票已经被市场充分挖掘，市场相对乐观的预期也存在调整的可能。年初市场情绪高涨情况下的资金流入也为我们的组合管理带来了挑战。我们的策略依然是买入持有有性价比的优质成长股。虽然短期会有净值波动和调整，但长期来看希望争取稳健的回报。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.892Z","mo":"我认为下半年的市场会明显波动性加大，同时也会非常活跃。市场经过2季度的上涨之后，很多股票的估值达到了目前能看到的极限，但股价所反应的很多对行业前景的看法也是正确的。大概率市场会在波动中分化。流动性总量的宽松，特别是国内的相对宽松，居民对权益市场的认知提升，也预示着市场即使下跌也和过去的熊市有所不同，相当长时间都会保持活跃。我们还是会坚持原有的策略，希望能在市场波动中把握布局机会、控制风险，为基金持有人赚取优质企业成长的价值。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二一年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=636182","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5ae","stockId":3000000005847,"sao":"本基金在消费、医药、互联网和新能源等行业精选竞争壁垒强、业绩增长确定、长期成长空间大的公司买入并持有。本季度基金增加了低估值价值类股票的仓位，降低了估值高、短期业绩不确定的股票的仓位。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.889Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二一年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=575471","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5ad","stockId":3000000005847,"sao":"2020年从1月份武汉爆发新冠疫情开始，在3月份国内疫情得到控制后，海外疫情进入到爆发状态。2020年底，国内的正常生产和生活已经持续了大半年，国外疫情形势依旧严峻，但是疫苗的大规模接种已经开始。乐观来看，21年底22年初，全球将恢复到疫情前的状态。疫情引发了一季度市场的大跌，但随后的流动性宽松推动了后面持续一整年的大牛市。与此同时，港股市场迎来了一批优质的新经济公司上市，为市场从源头注入了活力。本基金主要投资于竞争壁垒强和成长空间广阔的优质成长个股，在行业上注意均衡和分散，消费、医药、互联网、科技和新能源行业都是我们的重点选股赛道，成立以来获得了比较好的收益。组合的大部分持仓是通过港股通持有的香港上市中国公司，同时持有小部分A股。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.886Z","mo":"虽然经过了过去两年的上涨，我们认为现有的持仓仍然具有继续持有的投资价值。我们会保持现有的投资策略，继续持有消费、医药、互联网、科技和新能源行业的优质个股。同时我们也会关注疫情恢复后流动性边际收缩带来的市场风险。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二0年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=559981","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5ac","stockId":3000000005847,"sao":"三季度整体上依然坚持优质成长股的策略，在个股和行业上增加了分散度，从新上市公司中挖掘了一些机会。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.883Z","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二0年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=493550","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec91a7fea5b3eb048b5ab","stockId":3000000005847,"sao":"2020年上半年的宏观背景是新冠疫情爆发和疫情后的流动性宽松。香港很多上市公司的股票在3月份海外疫情爆发的恐慌中被抛售，又在后面的美联储流动性宽松中创出新高。我们的组合把握了一些优质上市公司在恐慌中的暴跌机会，取得了较好的回报。我们的基金主要投资于具有优秀竞争力的成长性企业，重点行业包括医药、消费、科技、互联网和新能源。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:20:26.878Z","mo":"经过了上半年的牛市，许多优质个股已经被市场充分挖掘，估值相对年初有了明显抬升。我们认为流动性陡然收紧的可能性偏低，优质的上市公司仍然能保持在现在的估值水平，看2-3年维度仍然有上涨空间，值得继续持有。我们长期看好消费、医疗、科技互联网、高端制造和新能源领域的投资机会。","fund":{"_id":3000000005847,"stockCode":"005847","stockType":"fund","areaCode":"cn","followedNum":71,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-07-03T16:00:00.000Z","setUpScale":491053000,"market":"a","tickerId":5847,"custody":"招商银行股份有限公司","name":"富国沪港深业绩驱动混合型证券投资基金","shortName":"富国沪港深业绩驱动混合型(005847)","fundSecondLevel":"hybrid","__csrcFundId":5472,"fundStatus":"normal","lastUpdated":"2026-04-30T19:52:16.509Z","masterFundFlag":1,"inceptionDate":"2018-07-26T16:00:00.000Z","memoNum":2,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国沪港深业绩驱动混合型","pinyin":"fghgsyjqdhhxzqtzjj","managers":[{"stockCode":"db20056284","stockType":"fund_manager","exchange":"fm","tickerId":2606110500,"name":"张峰"}]},"announcement":{"linkText":"富国沪港深业绩驱动混合型证券投资基金二0二0年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=464764","linkType":"PDF","source":"csrc_pdf"}}]}