Recently, as market fluctuations have intensified, balanced products have become an important direction in public placement among the new active equity fund products. For example, subscription for products such as Ping An Balanced Selection and Balanced Growth between China and Europe is scheduled to begin in October. According to the data, as of October 9, 2026, the number of balanced active equity funds established during the year reached 14, and the number established each year reached a new high since 2022. The original purpose of the design of balanced products is to rely on a wider range of stock selection layouts, smooth combination fluctuations through distributed allocation in multiple industries, reduce the impact of sharp fluctuations in a single sector on net worth, and improve holders' holding experience as much as possible. However, judging from the balanced funds that have already been established, there has been a clear divergence in performance since July, with a difference of nearly 54 percentage points between the initial and final results. If it doesn't resist falling in the short term, is the strategy failing, or is it a temporary loss of color due to extreme stylistic differentiation? According to statistics from the Securities Times Fund Research Institute, as of October 9, out of more than 50 balanced funds that have only been established for 3 years, 85.5% of the funds have achieved positive returns in the past 3 years. This ratio is higher than the overall level of 81.2% for active equity funds. Among them, the yield of 20 products including Huashang Balanced Growth A exceeded 31.5%, outperforming the Wande Bi-share Hybrid Fund Index during the same period.

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