来了！新型浮动费率基金| 一文读懂

Group 1 - The core viewpoint of the article is the introduction of a new type of floating fee rate fund, which deeply binds the interests of fund companies and investors, marking a significant innovation in the public fund reform [2][4][17]. - The first product launched under this new model is the Huatai-PineBridge Balanced Potential Preferred Mixed Fund (Class A: 024441 / Class C: 024442), which has officially started selling [3][16]. - The new floating fee rate fund is characterized by three main features: management fees linked to investor returns, a personalized fee structure, and a benchmark aligned with mainstream broad-based indices [5][6][7]. Group 2 - The floating fee rate fund is designed to adjust management fees based on the investor's holding period and performance, promoting a shared interest between the fund company and investors [17][18]. - This fund is particularly suitable for investors looking for equity asset allocation, those planning long-term investments, and investors optimistic about the revaluation of Chinese assets [8][10][12]. - The fund's design emphasizes performance benchmarks, which helps constrain fund investment style drift and encourages fund managers to enhance their active management capabilities [7][12]. Group 3 - Huatai-PineBridge has extensive experience in operating floating fee rate products, having launched similar products as early as 2016, and has a strong foundation in active equity management [13][14]. - The company has established a disciplined evaluation system based on product positioning and performance benchmarks, ensuring that fund managers are held accountable for generating excess returns [14][15]. - The fund aims to create sustainable long-term investment returns by focusing on quality stocks across various sectors, including manufacturing, TMT, consumer goods, pharmaceuticals, and cyclical industries [35].