新型浮动费率基金力作 交银瑞安正式获批

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has officially released the "Action Plan for Promoting the High-Quality Development of Public Funds," which includes 25 systematic reform measures aimed at enhancing the alignment of interests between fund companies and investors [1] Group 1: Action Plan and Fund Management Fee Structure - The Action Plan emphasizes the importance of binding the interests of fund companies with those of investors, proposing a floating management fee model based on performance benchmarks for newly established actively managed equity funds [1] - The floating management fee reform is seen as a significant step towards optimizing actively managed equity funds and transforming the operational model of the fund industry [1] - The new floating fee structure allows management fees to fluctuate based on the annualized return of each fund share and its relative performance against a benchmark, with a maximum increase of 25% and a potential decrease of 50% based on performance [2][3] Group 2: Company Initiatives and Product Development - The company,交银施罗德基金, has actively participated in the floating fee product pilot program, launching the "交银瑞元三年定开基金," which has shown stable performance since its inception [1][2] - The new floating fee fund design aims to align the interests of fund managers and investors, promoting a shared approach to risk and reward, thereby enhancing the overall investment experience [3] - The company is committed to continuous research and development of floating fee funds, focusing on improving market cycle awareness and controlling product volatility to achieve a win-win situation for both the company and investors [3][4] Group 3: Performance and Market Confidence - The company expresses confidence in its ability to discover value and price actively managed equity products, especially in the current favorable market conditions [4] - The management of fund products is characterized by long cycles, requiring a combination of effective design, investment capability, and a rational approach to market fluctuations to create value for investors [4] - The company aims to enhance its asset and wealth management capabilities while maintaining a strong focus on investor interests [4]