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数下跌3.7%，深证成指下跌13.54%，沪深300指数下跌11.38%；板块间分化较大，通信、传媒、煤炭、家电、计算机等板块有一定上涨，消费者服务、地产、建材、电力设备、新能源等板块跌幅较大。本基金主要配置在健康最相关的医药行业，受行业政策影响，医药延续调整，中成药和化学制药板块有一定的正收益，医疗器械、生物制品、医药商业、医疗服务等板块有所调整。我们全年维持了较低的医药外包行业配置，主要配置在受行业政策影响相对较小的创新医疗器械、医药商业和中成药等。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:01.991Z","mo":"我们认为与2018年医药行业受到“带量采购”冲击不同，医药行业已经经过接近三年的调整，当前行业的估值处于低位，医疗反腐中长期有利于净化行业环境，有明确治疗效果和符合药物经济学的产品反倒是受益的，当前我们仍看好医药行业的发展前景。","fund":{"_id":3000000001861,"stockCode":"001861","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-11-01T16:00:00.000Z","setUpScale":359241000,"market":"a","tickerId":1861,"custody":"交通银行股份有限公司","name":"富安达健康人生灵活配置混合型证券投资基金","shortName":"富安达健康人生混合(001861)","fundSecondLevel":"hybrid","__csrcFundId":4343,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:10.268Z","masterFundFlag":1,"inceptionDate":"2015-11-24T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达健康人生混合","pinyin":"fadjkrslhpzhhxzqtzjj","managers":[{"stockCode":"db20077904","stockType":"fund_manager","exchange":"fm","tickerId":121906158610,"name":"李守峰"}]},"announcement":{"linkText":"富安达健康人生灵活配置混合型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1055373","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5f57fea5b3eb044fc18","date":"2023-09-29T16:00:00.000Z","stockId":3000000001861,"sao":"2023年三季度A股延续调整，单季度上证指数下跌2.86%，深证成指下跌8.32%，沪深300指数下跌3.98%；板块轮动加速，周期类行业如煤炭、非银、石化、地产等板块有一定上涨，上半年表现较好的传媒、计算机、电子等板块跌幅较大。本基金主要配置在健康最相关的医药行业，三季度受医疗反腐事件的影响，单季度申万医药生物指数下跌1.57%，内部仍然分化，医疗服务、化学制剂板块上涨，其它细分行业如医药商业、医疗器械、中药等板块跌幅较大。我们调整了部分持仓结构，减持了血制品、中药等细分板块的配置，增加了创新医疗器械、创新药的配置，我们认为与2018年医药行业受到“带量采购”冲击不同，当前行业的估值处于低位，医疗反腐中长期有利于净化行业环境，有明确治疗效果和符合药物经济学的产品反倒是受益的，当前我们仍看好医药行业的发展前景。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:01.989Z","fund":{"_id":3000000001861,"stockCode":"001861","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-11-01T16:00:00.000Z","setUpScale":359241000,"market":"a","tickerId":1861,"custody":"交通银行股份有限公司","name":"富安达健康人生灵活配置混合型证券投资基金","shortName":"富安达健康人生混合(001861)","fundSecondLevel":"hybrid","__csrcFundId":4343,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:10.268Z","masterFundFlag":1,"inceptionDate":"2015-11-24T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达健康人生混合","pinyin":"fadjkrslhpzhhxzqtzjj","managers":[{"stockCode":"db20077904","stockType":"fund_manager","exchange":"fm","tickerId":121906158610,"name":"李守峰"}]},"announcement":{"linkText":"富安达健康人生灵活配置混合型证券投资基金2023年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=985276","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5f57fea5b3eb044fc17","date":"2023-06-29T16:00:00.000Z","stockId":3000000001861,"sao":"2023年上半年主要股指涨跌不一，上证指数上涨3.65%，深证成指上涨0.1%，创业板指下跌5.61 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