从"规模驱动"向"回报导向"转型迈出关键一步！首批新型浮动费率基金华夏瑞享混合5月27日开售 拟任基金经理王君正

Core Viewpoint - The launch of the new floating rate fund, Huaxia Rui Xiang Mixed Fund, represents a significant shift in China's public fund industry from a "scale-driven" model to a "return-oriented" approach, aligning with the China Securities Regulatory Commission's initiative for high-quality development in public funds [1] Fund Overview - Fund Name: Huaxia Rui Xiang Mixed Fund - Fund Codes: A Class 024443, C Class 024444 - Fund Manager: Huaxia Fund Management Co., Ltd. - Custodian: China Construction Bank Co., Ltd. - Fund Type: Mixed Fund - Trading Currency: RMB - Operation Mode: Ordinary Open-end - Open Frequency: Every open day - Fund Manager: Wang Junzheng, with a securities industry experience since July 1, 2008 [2] Fee Structure - The fund's management fee consists of fixed management fees, contingent management fees, and excess management fees, which are based on the holding duration and annualized return of each fund share, adopting a tiered collection method [3] - The fee structure encourages fund managers to pursue excess returns while alleviating the burden on investors during poor performance periods [4] Investment Strategy - Wang Junzheng, the fund manager, focuses on large-cap growth stocks and employs a combination of quantitative and qualitative investment methods, favoring companies with high and stable long-term ROE [8] - The fund targets sectors such as finance, real estate, consumer healthcare, and technology manufacturing, with a positive outlook on emerging industries like automotive, innovative pharmaceuticals, and AI applications [8] Market Reception - Multiple sales channels have positively evaluated the product design, highlighting its advantages and aligning it with current investor demand for stable returns [9] - The innovative fee structure is seen as beneficial for investors, promoting a long-term investment approach and enhancing the professional capabilities of fund managers [9] - The issuance of floating rate funds like Huaxia Rui Xiang Mixed Fund is viewed as a significant innovation in the public fund industry's fee model, contributing to a virtuous cycle of value creation and improved investor experience in China's capital market [9]