Zheshang Securities(SH:601878) Shang Hai Zheng Quan Bao·2025-05-14 19:08Core Viewpoint - The fund management company, Zhejiang Zheshang Securities Asset Management Co., Ltd., has announced a change in the performance benchmark for the Zheshang Huijin Quantitative Selected Stock Investment Fund, effective May 15, 2025, to better reflect the fund's investment strategy and performance characteristics [1][2]. Performance Benchmark Change - The performance benchmark will change from "CSI 500 Index return × 50% + CSI Hong Kong Stock Connect Composite Index return × 40% + China Bond Total Wealth Index return × 10%" to "CSI 500 Index return × 85% + China Bond Total Wealth Index return × 10% + CSI Hong Kong Stock Connect Composite Index return × 5%" [1][2]. Fund Contract Revision - The fund contract will be revised to reflect the new performance benchmark, specifically in the section regarding the fund's investment performance [1][2]. Index Descriptions - The CSI 500 Index is designed to reflect the overall development trend of the A-share market, covering a significant portion of the market capitalization with highly liquid stocks [1]. - The CSI Hong Kong Stock Connect Composite Index represents the overall status and trends of companies listed within the Hong Kong Stock Connect scope, making it suitable for the fund's Hong Kong investments [2]. - The China Bond Total Wealth Index encompasses various bond types across different markets, providing a comprehensive reflection of the bond market's overall price and return situation [2]. Other Notes - The changes to the performance benchmark and fund contract will not adversely affect the interests of fund shareholders and do not involve significant changes to the rights and obligations of the parties involved in the fund contract [2][3]. - The updated fund contract and related documents will be published on the fund management company's designated website and the China Securities Regulatory Commission's electronic disclosure website [3][4].