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开启新范式聚焦投资者体验,南方瑞享混合5月27日起正式发售
Xin Lang Ji Jin·2025-05-26 03:03

Core Viewpoint - The launch of the Southern Rui Xiang Mixed Securities Investment Fund represents a significant optimization in the product supply side of the fund industry, aiming to create a new ecosystem of mutual benefit between fund managers and investors [1] Group 1: Fund Launch and Fee Structure - The Southern Rui Xiang Mixed Fund will officially be available for sale on May 27, featuring a floating management fee structure based on performance benchmarks [1] - The fee structure includes a 0.6% annual fee if the annualized return underperforms the benchmark by 3 percentage points or more, a 1.5% fee if it outperforms the benchmark by 6 percentage points or more with positive returns, and a 1.2% fee for other scenarios [1] Group 2: Fund Management and Investment Strategy - The fund will be managed by Li Jinwen and Yuan Li, both of whom focus on "quality value" investment styles, emphasizing sustainable company growth and competitive advantages [2] - The investment strategy will involve a diversified selection of stocks, targeting performance growth, dividend yield, valuation changes, and valuation levels that exceed the benchmark [2] - Key sectors of focus will include banking, home appliances, and coal, which are currently undervalued compared to both A-share industries and international standards [2] Group 3: Future Outlook and Commitment - Southern Fund aims to enhance its research and investment capabilities by strengthening its talent team, improving research systems, and focusing on performance analysis and risk management [2]