平安基金上报首支浮动费率产品 与投资者共创共赢新局面

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued an action plan to promote the high-quality development of public funds, encouraging the optimization of fund operation models and the establishment of a mechanism linking fund company income with investor returns [1] Group 1: Floating Management Fee Mechanism - The floating management fee model breaks the fixed management fee structure, aligning the interests of fund managers and investors, thereby enhancing investor experience and incentivizing fund managers to improve performance [2][3] - The "Pingan Value Enjoy Mixed Securities Investment Fund" adopts a daily open operation model, with management fees varying based on the holding period and performance relative to benchmarks, promoting long-term investment [2][4] - This mechanism encourages long-term holding, reduces irrational trading by investors, and fosters a symbiotic relationship between fund managers and investors, emphasizing a stakeholder-centric development philosophy [3][4] Group 2: Quality and Performance Focus - The action plan guides fund companies to enhance product and service quality, ensuring that investment behaviors align with fund names and objectives, thus providing clarity to investors [4] - The floating management fee structure establishes a market-driven incentive mechanism that emphasizes performance over scale, encouraging fund managers to focus on research and risk management [5] - The mechanism aims to reinforce the core value of "investor-centric" in the public fund industry, promoting a return to fundamental investment principles and enhancing investor satisfaction [5] Group 3: Fund Manager Profile and Market Outlook - The proposed fund manager, He Jie, has 15 years of experience, with a strong track record of outperforming peers and benchmarks, showcasing his investment capability and risk management skills [6] - He Jie expresses a relatively positive outlook on the market, suggesting that current valuations present good opportunities for value investment, particularly in high-quality Chinese assets [7] - The launch of the "Pingan Value Enjoy Mixed Securities Investment Fund" reflects the company's commitment to responding to policy initiatives and meeting investor needs, contributing to the high-quality development of the public fund industry [7]