Huatai-PineBridge Fund, widely recognized as a major index fund provider, has demonstrated strong performance in the active equity sector. The company has been awarded the highest AAAAA rating for its three-year active equity mixed performance by Tianxiang Investment Advisory. Over the past five years, its absolute returns for equity funds ranked among the top performers in the Guotai Haitong rankings (28/139), reflecting professional recognition of its investment research capabilities.
At the individual product level, nearly one-quarter of Huatai-PineBridge's active equity products achieved returns placing them in the top 10% of their Morningstar peer groups over the past three years. These products also received the highest five-star rating from Guotai Haitong and the AAAAA rating from Tianxiang Investment Advisory for their three-year performance.
The impressive results have attracted market attention. Recent data shows that by the end of the first quarter of 2026, the company's total active equity product assets reached 39.484 billion yuan, with quarterly growth exceeding 10 billion yuan - an increase of nearly 34%. This made Huatai-PineBridge one of only three fund companies in the market to achieve such growth during the period. This expansion is supported by the company's long-term investment research foundation, featuring both core holdings-focused managers adept at navigating market cycles and specialized managers concentrating on cutting-edge sectors like AI, technology, and global expansion, demonstrating comprehensive talent development and diversified product strategies.
Deputy General Manager Dong Chen represents the "marathon runner" type of manager - all products he has independently managed for over three years rank in the top 10% of their Morningstar categories, while those managed for over five years rank in the top 2%. His longest-managed fund, Huatai-PineBridge Fuli Mixed A, has delivered positive returns for five consecutive full years, demonstrating the value of core holdings in weathering market fluctuations. Deep-value specialist Yang Jinghan and veteran investor Lu Huijian, with sixteen years of experience, have also delivered top 10% category performance over three years in their respective managed products, serving as stable anchors in the company's equity assets.
Meanwhile, emerging managers are rapidly rising, bringing sharp focus to active equity investments. Chen Wenkai, focusing on AI sectors, has both of his managed products ranking in the top 1% of their Morningstar categories over three years. Liu Tengfei in technology sectors and Qian Jianjiang in manufacturing globalization have also delivered outstanding performances in their specialized fields, representing distinctive forces in the company's multi-strategy approach.
Currently, Huatai-PineBridge maintains an active equity investment research team exceeding 40 professionals, covering full market sectors including technology, consumer goods, manufacturing, and healthcare, committed to delivering sustainable excess returns for investors.
Note: Performance rankings and ratings are based on historical data and do not predict future performance or constitute investment recommendations. Fund investments carry risks, including potential loss of principal. Investors should carefully review fund documents and consider their risk tolerance before investing.
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