Western Leadbank Fund Management Company Limited Customer service telephone: 400-700-7818021-38572666
Net Asset Value: 83.486 billion yuan (2024/3/31) Number of closed-end funds: zero Scale ranking: 63/178 chairman: where? Registered at: China
Management scale: 55 billion copies (2024/3/31) Number of open-ended funds: seventy-two Asset ranking: 63/178 general manager: He Yanping Enterprise attribute: Sino foreign joint venture

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corporate name Western Lide Fund Management Co., Ltd Registered region China
Enterprise attribute Sino foreign joint venture Registered capital (10000 yuan) thirty-seven thousand
Date of establishment 2010/7/20 Product quantity seventy-two
Net asset value (100 million yuan) 834.86(2024/3/31) Management scale (100 million copies) 550(2024/3/31)
Company website www.westleadfund.com
Postal Code two hundred thousand one hundred and twenty-six
Company address Room 901-908, 276 Yaoti Road, China (Shanghai) Pilot Free Trade Zone
Customer service mailbox service@westleadfund.com Customer service hotline 400-700-7818,021-38572666
Company Fax 021-38572750 Company Phone 021-38572888
Business scope Fund raising, fund sales, asset management and other businesses permitted by the CSRC. [Projects that must be approved according to law can only be operated after being approved by relevant departments]
Company Profile Western Leader Fund Management Co., Ltd., formerly known as NYB Mellon Western Fund Management Co., Ltd., was established on July 20, 2010, and is the 60th public offering fund approved to be established in the industry. In 2014, the company experienced equity changes. At present, the company's shareholders are Western Securities Co., Ltd. (securities code: 002673) and Lide Technology Co., Ltd., with a registered capital of 370 million yuan. Western Lide Fund is a state-owned fund management company, which belongs to Shaanxi Investment Group Co., Ltd. At present, the company has qualifications for public funds, asset management business for specific clients, and entrusted management of insurance funds. Since 2015, the company has gradually established a professional team with close cooperation between the front, middle and back offices, established the investment management direction of absolute return, adhered to the professional and stable investment style, rigorous and scientific risk management concept, and dedicated to creating good performance and long-term stable value for investors with professional and efficient services.
Fund Manager Details
Number of people Average working years
Stock Closed equity mixed type Closed end debt Bond type Currency type QDII type
Fund Product Details
Number Scale (100 million yuan) Share (100 million)
Stock Closed equity mixed type Closed end debt Bond type Currency type QDII type
Manager name Working time Years of practice Super similar income/month
Zhai Zijun 2023/10/21 0 years and 6 months -0.476%
Cai Luping 2021/8/11 2 years and 9 months -0.795%
Chen Meng 2021/2/27 3 years and 2 months -0.363%
Be fruitful 2016/11/24 7 years and 5 months 0.408%
Zhang Changping 2020/11/5 3 years and 6 months 0.455%
Tong Guolin 2004/3/27 20 years and 1 month -0.3%
Manager name Working time Years of practice Super similar income/month
Manager name Working time Years of practice Super similar income/month
Zhai Zijun 2023/10/21 0 years and 6 months -0.827%
Hu Chao 2023/4/6 One year and one month -1.359%
Du Pengzhe 2022/3/16 2 years and 1 month 0.263%
Yuan Shuo 2021/10/25 2 years and 6 months 0.253%
Chen Meng 2021/2/27 3 years and 2 months 0.314%
Tao Xingyan 2020/5/25 3 years and 11 months -0.983%
Chen Yuanhua 2021/9/3 2 years and 8 months 1.142%
Wu Haijian 2022/4/30 2 years and 0 months 0.175%
Be fruitful 2016/11/24 7 years and 5 months 0.917%
Chen Baoguo 2020/2/15 4 years and 2 months 0.37%
Zou Lingling 2022/3/23 2 years and 1 month -0.416%
Ji Chengxiang 2022/4/2 2 years and 1 month -0.338%
Zhang Changping 2020/11/5 3 years and 6 months -0.43%
Lin Jing 2017/3/30 7 years and 1 month 0.17%
Ge Shan 2024/4/2 0 year 1 month -0.104%
Zhou Ping 2014/3/28 10 years and 1 month 0.336%
He Qi 2015/8/3 8 years and 9 months 0.141%
Yan Zhiyong 2017/8/9 6 years and 9 months 0.606%
Mi Huaiqing 2022/9/21 One year and seven months 0.095%
Tong Guolin 2004/3/27 20 years and 1 month 0.545%
Manager name Working time Years of practice Super similar income/month
Manager name Working time Years of practice Super similar income/month
Xie Wenzeng 2022/12/29 One year and four months 0.019%
Liang Xiaoming 2022/8/22 One year and eight months -0.474%
Yi Shengqian 2022/1/26 2 years and 3 months 0.116%
Yuan Shuo 2021/10/25 2 years and 6 months -0.055%
Cai Luping 2021/8/11 2 years and 9 months -0.838%
Li Anran 2021/4/21 3 years and 0 months 0.094%
Li Ye 2021/4/21 3 years and 0 months 0.046%
Zhang Ying 2019/8/12 4 years and 9 months 0.057%
Liu Xinfeng 2017/2/17 7 years and 2 months 0.008%
Lin Jing 2017/3/30 7 years and 1 month 0.336%
Ge Shan 2024/4/2 0 year 1 month -0.36%
Zhou Ping 2014/3/28 10 years and 1 month -0.226%
He Qi 2015/8/3 8 years and 9 months 1.212%
Yan Zhiyong 2017/8/9 6 years and 9 months 0.137%
Mi Huaiqing 2022/9/21 One year and seven months -0.12%
Manager name Working time Years of practice Super similar income/month
Li Ye 2021/4/21 3 years and 0 months 0.003%
Zhang Ying 2019/8/12 4 years and 9 months -0.012%
Liu Xinfeng 2017/2/17 7 years and 2 months 0.013%
Manager name Working time Years of practice Super similar income/month
Product name date of establishment Since its establishment Last year Ranking in the same category in the past year
Western Lide Zhongzheng 500 2020/4/13 53.51% -8.83% 1038/2056
Western China Lide State owned Enterprise Dividend 2020/5/8 64.28% 4.86% 252/2056
Western China Lide Zhongzheng Artificial 2021/6/8 -28.11% -23.42% 1745/2056
Western China Lide Zhongzheng Artificial 2021/6/8 -28.95% -23.73% 1758/2056
Western Lide Growth Enterprise Market 2021/12/1 -46.34% -15.19% 1365/2056
Western Lide Growth Enterprise Market 2021/12/1 -46.74% -15.45% 1374/2056
Selected Western Lide Individual Stocks 2021/8/9 -41.43% -22.07% 696/870
Western Lide CES chip 2021/12/23 -44.35% - /
Western Lide CES chip 2021/12/23 -44.90% - /
Western Lide Zhongzheng 100 2023/4/25 -10.36% - /
Western Lide Zhongzheng 100 2023/4/25 -10.76% - /
Western Lide Growth Enterprise Market 2020/6/19 -30.47% -16.18% 1425/2056
Western China Lide State owned Enterprise Dividend 2018/7/11 113.43% 5.18% 247/2056
Western Lide Zhongzheng 500 2020/2/19 -0.66% -8.47% 1022/2056
Western Lide Zhongzheng 500 2015/4/15 -31.07% - /
Driven by western profit events 2018/9/26 77.53% -12.27% 431/870
Selected Western Lide Individual Stocks 2017/1/23 21.26% -21.75% 686/870
Western Lide CSI 300 2017/3/21 74.77% -1.36% 531/2056
Western Lide CSI 300 2018/12/27 67.10% -1.75% 562/2056
Product name date of establishment Since its establishment Last year Ranking in the same category in the past year
Product name date of establishment Since its establishment Last year Ranking in the same category in the past year
Quantitative growth of benefits in western China 2019/3/19 95.29% -16.02% 3489/4581
Western Lide Juhe Mixture 2020/9/23 -6.02% -18.66% 3772/4581
Western Lide Juhe Mixture 2020/9/23 -6.36% -18.73% 3777/4581
Western Lide New Blend 2020/5/7 -9.86% -16.76% 3566/4581
Western Lide New Blend 2020/5/7 -10.24% -16.85% 3574/4581
Western Lide Xinrui Hybrid 2020/8/20 -2.83% 0.63% 627/4012
Western Lide Xinrui Hybrid 2020/8/20 -3.10% 0.49% 654/4012
Western Lide Hong Kong Stock Connect 2020/7/16 -49.77% -18.54% 3753/4581
Western Lide Jingrui Hybrid 2020/4/7 63.09% -16.87% 3580/4581
Western Lide Hong Kong Stock Connect 2020/9/2 -50.79% -18.61% 3766/4581
One year's gathering of western profits 2021/4/29 0.52% 0.77% 1229/4581
One year's gathering of western profits 2021/4/29 -0.73% 0.36% 1334/4581
Quantitative optimization of benefits in western China 2021/1/19 -6.53% -6.66% 2445/4581
Quantitative optimization of benefits in western China 2021/1/19 -7.78% -7.03% 2488/4581
Optimal selection of western benefit strategy 2020/12/25 -14.60% -9.22% 2729/4581
Quantitative growth of benefits in western China 2021/1/13 -12.81% -16.71% 3562/4581
Quantified value of western profits 2022/9/6 -4.28% -6.50% 689/2256
Western Lide Carbon Zhonghe Hybrid 2021/8/9 -40.37% -20.49% 3932/4581
Western Lide Carbon Zhonghe Hybrid 2021/8/9 -41.04% -20.80% 3962/4581
Western China's Profits Gathering for One Year 2022/8/9 -2.85% -0.37% 1534/4581
Western Lide New Rich Hybrid 2022/2/9 -18.22% - /
Motivation of the Western Profits Era 2022/5/31 -27.15% -14.03% 1244/2256
Motivation of the Western Profits Era 2022/5/31 -27.73% -14.37% 1272/2256
Western China Lide Ji Jihongsan 2022/5/17 -17.04% - /
Western China Lide Ji Jihongsan 2022/5/17 -17.75% - /
Western Lide Xinrun Mixture 2022/3/11 -11.55% - /
Western Lide Xinying Hybrid 2022/3/11 -18.86% - /
Western Lide Digital Industry 2022/6/28 -13.95% -24.39% 1940/2256
Western Lide Digital Industry 2022/6/28 -14.61% -24.70% 1960/2256
Western Lide Green Energy 2022/11/29 -21.85% -19.06% 1621/2256
Western Lide Green Energy 2022/11/29 -22.33% -19.40% 1641/2256
6 in Lidehuixin, Western China 2023/7/25 0.69% - /
6 in Lidehuixin, Western China 2023/7/25 0.34% - /
Selected Research on Western Profits 2024/3/26 -1.72% - /
Selected Research on Western Profits 2024/3/26 -1.79% - /
Western Lide Scientific and Technological Innovation 2023/12/19 1.80% - /
Western Lide Scientific and Technological Innovation 2023/12/19 1.61% - /
Value return of profits in the west 1970/1/1 - - /
Value return of profits in the west 1970/1/1 - - /
Optimal selection of western benefit strategy 2011/1/25 7.40% -8.60% 826/2256
The new trend of Western China's Lide is mixed 2011/8/18 45.62% -12.83% 1143/2256
Selection of Western Lide Growth 2015/6/2 66.30% 4.92% 153/2256
The western region has benefited a lot, and the strategy is excellent 2015/7/27 63.98% -1.01% 424/2256
Western Profits Industry Theme 2016/3/11 73.04% -0.43% 385/2256
Western Profits Industry Theme 2016/5/25 70.09% -0.37% 1535/4581
Western Lide Xinying Hybrid 2016/1/22 42.10% -30.85% 4433/4581
Western Lide Jingrui Hybrid 2016/8/25 124.27% -16.51% 3540/4581
Western Lide New Power Hybrid 2016/11/17 113.36% -0.01% 1445/4581
Western Lide New Power Hybrid 2016/11/17 72.64% -0.21% 1497/4581
Western Lide Xiangyun Mixed 2016/12/5 -13.50% -16.87% 3582/4581
Western Lide Xiangyun Mixed 2016/12/5 -29.70% -17.28% 3614/4581
Western Lide Xinrun Mixture 2017/8/25 52.48% -4.77% 2263/4581
Western Lide New Rich Hybrid 2017/6/16 59.12% 0.08% 1411/4581
Western Lide Scenery Mix 2018/6/20 6.61% -19.92% 3887/4581
Western Lide Scenery Mix 2018/6/20 6.07% -20.00% 3894/4581
Product name date of establishment Since its establishment Last year Ranking in the same category in the past year
Product name date of establishment Since its establishment Last year Ranking in the same category in the past year
Western Lide Tianying Short term Debt 2019/6/4 10.45% - /
Western Lide Tianying Short term Debt 2019/6/4 9.16% - /
Western Lide Tianying Short term Debt 2019/6/4 8.99% 2.69% 1926/2652
6 profits are gathered in the west 2019/7/16 20.27% 4.20% 650/2652
6 profits are gathered in the west 2019/7/16 17.95% 3.79% 965/2652
One year for western benefit 2019/6/27 23.32% 4.31% 556/2652
One year for western benefit 2019/6/27 20.76% 3.89% 894/2652
Western Lidejun Bond 2019/9/20 19.86% 3.95% 846/2652
Three years of Lide Zunyi in western China 2019/12/5 13.40% 2.79% 1859/2652
Western Lide Fengtai Bond 2019/11/27 11.51% 2.33% 2117/2652
Western China Lide Zhongjin 1-3 2021/1/27 11.25% 4.20% 646/2652
Western China Lide Zhongjin 1-3 2021/1/27 9.64% 4.09% 742/2652
Western China gained double profits for one year 2020/3/25 16.76% 4.65% 383/2652
18 Western Lide Jutai 2020/3/25 24.83% 5.60% 158/2652
18 Western Lide Jutai 2020/3/25 22.77% 5.18% 221/2652
86 Lide Zuntai in the west 2020/7/29 16.51% 4.16% 685/2652
Western Lide Xinhong strengthens 2020/11/19 0.94% 9.72% 6/2652
Western Lide Xinhong strengthens 2020/11/19 -0.67% 8.77% 16/2652
Profits from the West for One Year 2022/4/7 2.19% 1.13% 262/438
Profits from the West for One Year 2022/4/7 1.29% 0.71% 297/438
Western Leader Xiangyi Bond 2021/5/19 15.96% 4.94% 292/2652
Western Lide Fengtai Bond 2021/7/23 6.56% 2.33% 2118/2652
Western Lide Shuangrui One Year 2021/12/16 10.85% 4.73% 232/1337
Western China's profit season is stable 9 2022/4/28 8.08% - /
Western China's profit season is stable 9 2022/4/28 7.62% - /
A year of double prosperity in western China 2022/9/23 5.81% 4.77% 223/1337
Western Lide Fengxiang Bond 2022/12/7 5.91% 4.03% 521/1337
Western Lide Fengxiang Bond 2022/12/7 5.53% 3.94% 564/1337
Western China Lide Zhongjin 1-3 2023/8/28 2.82% - /
Three of Lide Fengchun in Western China 2024/4/19 0.34% - /
Three of Lide Fengchun in Western China 2024/4/19 0.32% - /
6 profits are gathered in the west 2024/1/29 1.40% - /
Western Lide Heying Bond 2024/3/18 0.53% - /
Dividend ETF 2021/6/18 -25.71% 4.38% 512/2652
Western China benefits from stability and double benefits 2012/6/26 70.36% -3.34% 386/438
Western China benefits from stability and double benefits 2012/6/26 61.62% -3.75% 389/438
Profits in the west are stable and increased 2012/12/25 3.69% 1.09% 277/291
Profits in the west are stable and increased 2012/12/25 5.62% 3.77% 269/291
Western Lide Shared Bonds 2016/8/25 33.91% 3.64% 1097/2652
Western Lide Shared Bonds 2016/8/25 49.59% 3.59% 1148/2652
Western Lide Heying Bond 2016/9/9 26.20% 3.04% 1647/2652
Western Lide Heying Bond 2016/9/9 23.91% 3.20% 1509/2652
Western Lide Xiangying Bond 2016/11/17 42.41% 1.45% 2349/2652
Western Lide Xiangying Bond 2016/11/17 37.08% 1.35% 2362/2652
Western Leader Xiangyi Bond 2017/3/10 31.41% 4.94% 293/2652
Western Leader Xiangyi Bond 2017/3/10 25.58% 4.83% 321/2652
Western Lidejun Bond 2017/3/1 36.41% 4.21% 629/2652
Western Lide Huixiang Bond 2017/3/10 46.65% 4.07% 760/2652
Western Lide Huixiang Bond 2017/3/10 45.06% 3.97% 827/2652
Western Lide Huiyi Bond 2017/2/4 14.85% -0.80% 2499/2652
Western Lide Huiyi Bond 2017/2/4 21.06% -0.92% 2504/2652
Western Lide Huiying Bond 2018/3/26 30.50% 4.99% 279/2652
Western Lide Huiying Bond 2018/3/26 29.58% 4.87% 312/2652
Product name date of establishment 7-day annualization 10000 earnings Ranking in the same category in the past year
Western Lide Tiantianxin Goods 2016/6/23 1.47% zero point three five six five 482/537
Western Lide Tiantianxin Goods 2016/6/23 1.72% zero point four two four one 233/282
Western China Liditian Enriched Goods 2016/9/28 1.59% zero point three nine five six 412/537
Western China Liditian Enriched Goods 2016/9/28 1.83% zero point four six one one 146/282
Western China Lide Tiantian added gold goods 2016/12/5 1.67% zero point seven eight seven seven 346/537
Western China Liditian adds gold goods 2016/12/5 1.92% zero point eight five three four 110/282
Western Liditian Tiantiantianyi Goods 2017/8/1 0.39% zero point one zero nine zero 398/401
Western Liditian Tiantiantianyi Goods 2017/8/1 0.62% - 244/245
Product name date of establishment Since its establishment Last year Ranking in the same category in the past year

Performance ranking percentile
a year three years

Robust bond
32.31%
Robust hybrid
77.78%
Radical bond
83.70%
Radical hybrid
33.85%
General stock type
90.48%
Exponential type
30.77%
Pure bond
28%
Currency A
94.12%
Currency B
82.80%
Robust bond
44%
Robust hybrid
42.75%
Radical bond
25.40%
Radical hybrid
19.59%
General stock type
66.67%
Exponential type
19.75%
Pure bond
0%
Currency A
92.86%
Currency B
85.71%
Stock Closed equity mixed type Closed end debt Bond type Currency type QDII type

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