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公募探索浮动费率基金新模式 20多家基金公司将上报新品
Mei Ri Shang Bao·2025-05-07 22:13

Group 1 - The core viewpoint of the articles highlights the ongoing reform of public fund fee structures, with new floating fee rate funds expected to be launched, focusing on investor experience and performance benchmarks [1][2] - A total of 20 floating fee rate funds were launched in Q4 2023, with three main management fee structures: linked to fund size, holding period, and fund performance [1] - The upcoming new floating fee rate funds will primarily tie management fees to performance benchmarks, emphasizing investor satisfaction [1] Group 2 - Fund companies can only charge normal management fees if the annualized return during the holding period exceeds the benchmark; higher fees can be charged in cases of significant excess returns [2] - Despite the alignment of interests between fund companies and investors, the current floating fee rate funds have not seen significant growth in scale, and both marketing motivation and investor enthusiasm remain low [2] - The new floating fee rate funds are seen as a beneficial exploration for the industry, with potential for future development if all parties involved receive reasonable returns [2]