2009福布斯中国基金排行榜.pdf

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1、20092009 福布斯中国基金排行榜福布斯中国基金排行榜开放式基金开放式基金最佳股票型基金最佳股票型基金1 12 23 34 45 56 67 78 89 9101011111212131314141515161617171818191920202121222223232424252526262727282829293030兴业趋势投资混合(LOF)华夏大盘精选混合华夏红利混合博时主题行业股票(LOF)中信红利股票国富弹性市值股票交银稳健配置混合泰达荷银精选股票大摩资源优选混合(LOF)交银精选股票华夏成长混合华宝兴业多策略股票汇添富优势精选混合嘉实服务增值行业混合华宝兴业收益增长混合长城消

2、费增值股票富国天益价值股票鹏华中国 50 混合华宝兴业动力组合股票广发聚丰股票银华价值优选股票诺安股票上投摩根阿尔法股票中银增长股票易方达策略成长混合光大保德信红利股票工银核心价值股票东方精选混合招商优质成长股票(LOF)富国天惠成长混合(LOF)16340200001100201116050528800245000251969016220416330251968800000124000551900807000624000820000610002016060524000427000551900132000337701016380311000236000548100140000316170616

3、10052005-11-32004-8-112005-6-302005-1-62005-11-172006-6-142006-6-142004-7-92005-9-272005-9-292001-12-182004-5-112005-8-252004-4-12006-6-152006-4-62004-6-152004-5-122005-11-172005-12-232005-9-272005-12-192005-10-112006-03-172003-12-92006-3-242005-8-312006-1-112005-11-172005-11-16王晓明/张惠萍王亚伟孙建冬/童汀/谭琦邓晓

4、峰郑煜张晓东郑拓刘青山何滨李立巩怀志牟旭东庞飒/苏竞陈勤冯刚杨军陈戈黄鑫刘自强易阳方陆文俊杨谷周晓文/王孝德俞岱曦/陈志龙刘志奇许春茂张翎付勇张冰朱少醒52.2865.4149.1644.4950.9943.3145.2438.8837.9737.6736.4942.7837.2444.4941.6435.6133.9337.6538.1933.4735.3435.3136.5934.2535.2537.6234.7535.2533.8830.5724.0742.8927.8416.4327.052.5327.7022.9930.3218.8416.3115.9519.6123.5914.89

5、24.796.5622.5718.8718.4719.3017.497.0016.3918.011.9719.0220.396.8217.23501.41765.69459.24363.66420.74201.66209.94372.75349.10317.34338.68310.57373.11282.81187.92170.67419.12343.87293.37335.04362.38282.54384.11205.57440.69186.08309.13280.19329.58271.6028.6034.3933.2132.1234.1931.2533.4336.2434.5633.0

6、433.3931.8631.8132.8740.4835.1529.7734.6435.6036.6637.2436.5335.4433.5134.4241.1730.7040.3937.7336.01低偏低低低偏低低低中偏低低低低低低高偏低低偏低偏低中中中偏低偏低偏低高低高中中0.710.730.740.850.890.810.820.940.850.890.830.780.910.871.090.930.800.950.980.990.991.000.930.880.931.120.811.131.060.95低低低低低低低偏低低低低低低低高偏低低偏低偏低偏低偏低中偏低低偏低高低高中偏低4

7、4.00/14.1674.6036.75/8.83/3.3221.659.4722.7515.1625.7213.4314.0022.2210.6827.83/2.9012.2320.205.4325.058.405.5028.1328.3020.406.48/-0.252.07/8.224.1616.4813.4226.6920.3120.3129.64/14.1629.8833.00/9.16/7.1821.6515.4115.298.0822.8513.4314.0619.035.7614.64/9.14-6.5921.517.3325.056.205.5029.916.246.996.

8、48/14.780.84/14.443.8411.02-15.8326.8412.1114.872.712.731.462.331.133.221.072.592.082.342.941.471.151.822.173.412.611.331.903.691.922.121.581.832.691.731.402.413.793.79213.3947.32265.02174.0051.8753.91103.9559.3017.32110.42120.7283.8362.8449.4762.2573.63129.0646.5427.82273.24153.32244.5263.55127.526

9、6.7543.6173.3774.2066.5623.14十佳积极配置型基金十佳积极配置型基金1 12 23 34 45 56 67 78 89 91010华夏回报混合融通新蓝筹混合中信经典配置混合嘉实增长混合华安宝利配置混合中银中国混合(LOF)华宝兴业宝康消费品混合鹏华行业成长混合银河稳健混合广发稳健增长混合0020011616012880010700020400041638012400012060011510012700022003-09-052002-09-132004-03-152003-07-092004-08-242005-01-042003-07-152002-05-24200

10、3-08-042004-07-26胡建平刘模林郑煜卲健/张弢沈雪峰/邓跃辉吴域/孙庆瑞闫旭陈鹏钱睿南/王忠波冯永欢/许雪梅37.6734.4634.6732.9333.1837.0033.6732.1436.0930.0212.3818.3324.4615.4315.3729.3124.0921.3921.4119.52406.02338.83237.62397.97329.57297.93335.19259.06301.96343.1919.2328.5428.9127.5225.8629.8532.5928.5429.8435.85低偏低偏低偏低低中高偏低中高0.610.930.970.9

11、50.820.961.050.970.991.20低低偏低偏低低偏低中偏低偏低高10.7518.9515.0622.00/-6.716.65/6.609.11/7.737.426.694.07/7.0615.53/-0.5513.1314.2815.418.48/-6.715.12/3.049.11/-4.955.445.464.07/-1.810.40/13.471.992.201.642.371.951.682.181.461.502.22160.73173.8919.7816.6940.0619.7626.294.1214.6898.10十佳普通债券基金十佳普通债券基金1 12 23 3

12、4 45 56 67 78 89 91010富国天利增长债券银河收益债券华夏债券-A/B长盛全债指数增强债券华夏债券-C万家增强收益债券鹏华普天债券-A大成债券-A/B华宝兴业宝康债券嘉实债券1000181510020010015100800010031619021606020900022400030700052003-12-022003-08-042002-10-232003-10-252006-04-032004-09-282003-07-122003-06-122003-07-152003-07-09饶刚索峰韩会永刘静韩会永张旭伟阳先伟王立谭微思刘熹17.6017.7311.1018.1

13、910.8012.026.967.4013.8112.8111.8412.7411.259.3110.9712.506.088.325.777.88108.75117.8161.09122.2438.6867.6534.9149.0372.3878.255.328.993.997.343.923.441.793.124.256.38中高中高中偏低低偏低中高1.052.980.602.090.640.580.220.560.812.14中高低高偏低低低低偏低高13.4514.433.7511.001.215.763.472.60-2.511.3110.445.656.632.366.633.64

14、4.370.01-2.51-22.251.922.403.433.055.521.462.093.113.071.817.844.6135.3512.5135.237.181.922.9110.7917.66十佳货币基金十佳货币基金3.483.403.343.183.113.113.103.093.072.983.623.483.413.413.173.063.443.123.213.2713.4013.5010.5715.7113.3312.2115.369.8610.0315.420.520.740.650.550.550.450.610.470.610.533.5884.4736.981

15、97.0115.6988.7451.6448.5881.28127.461 12 23 34 45 55 57 78 89 91010中信现金优势货币嘉实货币万家货币华夏现金增利货币海富通货币-A大成货币市场基金-B长信利息收益货币建信货币工银货币博时现金收益货币2881010700085195080030035195050910055199995300024820020500032005-04-202005-03-182006-05-242004-04-072005-01-042005-06-032004-03-192006-04-252006-03-202004-01-16李广云吴洪坚、魏

16、莉邹昱曲波张丽洁王立张文俐李菁、汪沛杜海涛张勇最佳封闭式基金最佳封闭式基金1 12 23 34 45 5华夏兴华封闭华安安顺封闭博时裕阳封闭南方天元封闭博时裕隆封闭5000085000095000061846981846921998-04-281999-06-151998-07-251999-08-251999-06-15阳琨尚志民周力陈键孙占军40.4138.3038.9435.2944.2126.9021.2719.0916.3925.32995.45598.17634.20428.89470.0427.4927.6031.4930.7731.58低低中偏低中0.780.821.020.9

17、60.93低低中偏低低33.3619.2511.9218.39-7.0813.7816.1313.879.86-7.081.641.682.782.512.04排名方法说明：排名方法说明：本排名为福布斯中文版在针对中国开放式和封闭式基金进行独立研究的基础上推出的。排名依据：排名依据：我们根据基金的回报指标（最近一年总回报率、最近三年年化回报率）、风险评价指标（波动幅度、风险系数）和基金经理表现指标（基金经理在该基金任职以来超越基准年化收益率、历任基金超越基准年化收益率、该基金成立以来基金经理人均任职年限）进行综合评价，并通过加权计算，从而得出本排名。数据说明：数据说明：1、计算数据截止 200

18、9 年 6 月 30 日，基金设立时间 3 年以上。2、基金分类是晨星以基金实际投资组合为基础进行的，而非仅按照基金招募说明书的相关规定。因此，上表中某支基金的归类可能与去年不同。3、波动幅度衡量基金每周的总回报率相对于平均周回报率的偏差程度，指标数值越大，即风险越大；晨星风险系数衡量基金的下行风险（基金总回报率低于一年期银行定期存款利率），该系数越高，该基金的下行风险越大；风险调整后收益反映基金承担单位风险所获得的超额收益（基金总回报率高于一年期银行定期存款利率的部分），该比率越高，说明基金承担单位风险得到的超额回报率越高。4、基金经理表现指数中，对在某支基金上任职满一年的基金经理，采用其在

19、该基金任职以来超越基准年化收益率，不满一年的，列示其在该基金任职以来超越基准的收益率。5、根据基金分类我们采用统一基准计算其超越基准收益率，具体如下：股票型基金：沪深 300 指数*80%+中信全债指数*20%；积极配置型基金：沪深 300 指数*65%+中信全债指数*35%；保守配置型基金：沪深 300 指数*35%+中信全债指数*65%；普通债券基金：沪深 300 指数*10%+中信全债指数*90%；货币基金：6 个月银行定期存款收益率(税后)；保本基金：2 年期银行定期存款收益率(税后)资料来源：MorningStar 晨星中国；好买基金研究中心；Forbes China Researc

20、h。20092009 十佳私募基金十佳私募基金1 12 23 34 45 56 67 78 89 91010评定标准：评定标准：金中和西鼎星石 3星石 2星石 1武当 1朱雀 2 期朱雀 1 期武当 2中国龙精选 1尚雅 2P00079P00117P00116P00115P00105P00132P00016P00106P00100P000182007-07-272007-08-272007-07-302007-07-302007-11-122007-09-172007-09-172007-12-192007-06-152007-12-29邓继军江晖江晖江晖田荣华乔斌梁跃军田荣华王庆华石波39.

21、8227.2127.2027.0623.5213.7012.0711.7711.387.5667.2928.7028.7628.6230.7619.4417.8122.0511.9829.60103.5529.7629.0529.0542.3025.1121.2539.9019.0946.83122.7363.4462.7262.7270.2863.7859.9267.8838.2674.8140.7527.2526.7126.8644.0746.4641.5339.0116.75101.529.29-0.30-0.84-0.697.2924.0219.092.23-16.3864.7419.

22、0318.1818.2018.2625.9638.2543.1627.3011.7041.31-47.90-59.14-59.12-59.06-26.38-40.45-35.54-25.03-72.03-11.0392.9744.8949.3249.3259.3038.5834.2734.2365.7232.382009-08-072009-07-202009-07-202009-07-202009-08-102009-07-152009-07-152009-08-102009-08-072009-08-101.85811.44891.49321.49321.59301.38581.34271

23、.34231.31811.32381、入选的基金必须有 18 个月（2008 年 1 月 1 日2009 年 6 月 30 日）以上运作期限，以风险调整后 18 个月收益率为评价标准。其中，风险调整后收益是基于期望效用模型，根据投资者的风险厌恶程度对产品收益进行调整之后的收益水平。2、最近 1 年内公司无重大不良事件发生，例如高管丑闻、被监管层处罚等。数据说明：数据说明：1、评价指标近 18 个月收益率和风险调整后 18 个月收益率的数据截止日期为 2009 年 6 月 30 日2、列示指标近半年、近一年、以及近 18 个月的绝对回报和相对回报、设立以来总回报率的数据截止日期为 2009 年 8 月 14 日。由于私募基金净值公布日期不完全统一，我们选取离 2009 年 7 月 31 日最近的净值公布日期。注：为方便比较，若基金净值单位原为 100 元，则调整为 1 元。资料来源：Forbes China Research、好买基金研究中心