机构掀布局指增基金热:多家机构在蚂蚁基金上线宽基指增产品
Sou Hu Cai Jing·2025-04-23 09:39

Group 1 - The core viewpoint of the articles highlights the growing popularity of index funds among investors, with over 11 million individuals starting index fund investments and an average holding period of 1239 days, yielding an average return of 4.14% in 2024 [1] - Ant Group launched the "Index+" platform to provide enhanced index products from multiple institutions, catering to diverse long-term investment needs [1] - The public fund industry has seen a surge in index-enhanced funds, with 52 new funds reported in 2025, a 206% increase from the previous year, and a total issuance scale of 170.88 billion yuan [3] Group 2 - Index-enhanced funds aim to outperform their benchmark indices through selective investment, with over 78% of these funds outperforming the index this year [3] - The average annual excess return of the CSI 300 index-enhanced funds from 2020 to 2024 was 4.3% compared to the CSI 300 index [3] - Despite the potential for excess returns, only 40% of index-enhanced funds have consistently outperformed the CSI 300 index over five years [4] Group 3 - Experts believe that the A-share market still has room for excess returns, and index-enhanced funds combine the advantages of passive and active funds, meeting investors' dual needs [3][5] - Recommendations for individual investors include adopting a long-term investment strategy to mitigate the impact of short-term market fluctuations [5] - Historical data indicates that most sample years for wide-based enhanced funds have achieved positive excess returns [5]

机构掀布局指增基金热:多家机构在蚂蚁基金上线宽基指增产品 - Reportify