Since July, Over 80% of Balanced Funds Have Declined; Performance Gap Between Top and Bottom Reaches Nearly 54 Percentage Points

Recently, amid intensifying market volatility, balanced funds have become a key focus for public fund issuers among new active equity products. For instance, products such as Ping An Balanced Selection and Zhong Ou Balanced Growth are scheduled to open subscriptions in October. Data shows that as of October 9, 2026, the number of balanced active equity funds established this year (counting those with 'Balanced' in their name) reached 14, marking a record high since 2022. The design intent behind balanced products is to rely on broader stock selection and multi-sector diversification to smooth portfolio volatility, mitigate the impact of sharp fluctuations in single sectors on net asset value, and improve holders' experience. However, among established balanced funds, performance has diverged significantly since July, with a gap of nearly 54 percentage points between top and bottom performers. (Securities Times)