个人养老金基金首次突破百亿元；险资加码公募REITs丨天赐良基

Group 1 - 50 actively managed equity funds have reached new net asset value highs since April 8, with a focus on pharmaceutical funds, North Exchange funds, and emerging consumer sectors [1] - Fund companies suggest short-term focus on sectors benefiting from domestic demand policies, while long-term attention remains on technology industries represented by AI [1] - Bosera Fund highlights three main investment themes for Q2: defensive dividend strategies, new technology advancements in emerging industries, and sectors benefiting from domestic demand policies [1] Group 2 - Public funds have significantly increased dividend payouts this year, with 129 public funds distributing a total of 81.397 billion yuan, a year-on-year increase of over 46% [2] - ETFs have seen a remarkable dividend increase of 182% this year, totaling 10.081 billion yuan, with major contributors including Huaxia and Jiashi ETFs [2] Group 3 - Insurance capital is increasingly investing in public REITs, with a notable example being the establishment of a 10 billion yuan infrastructure equity investment fund [3] - The popularity of REITs among insurance funds is attributed to their stable dividend advantages in a low-interest-rate environment and the expansion of underlying assets into new sectors [3] Group 4 - The total scale of personal pension funds has surpassed 10 billion yuan for the first time, reaching approximately 11.4 billion yuan, a growth of over 21% from the end of last year [4] - FOF funds dominate the personal pension fund market, accounting for about 90% of the total scale [5] Group 5 - Liu Gesong has increased holdings in Jiangbolong, with the fund now holding 879,000 shares as of the latest quarterly report [6] - Zhu Shaoxing has reduced holdings in Weiteng Electric, decreasing the number of shares held from 6.0067 million to 1.5 million [8] Group 6 - On April 28, the market experienced slight declines across major indices, with total trading volume at 1.06 trillion yuan, down 572 billion yuan from the previous trading day [9] - The gaming sector saw gains, while the real estate sector faced significant declines, with some stocks hitting the daily limit down [9]