Core Viewpoint - The China Securities Regulatory Commission (CSRC) has officially released the "Action Plan for Promoting the High-Quality Development of Public Funds," emphasizing the need for public funds to enhance investor profitability through innovative mechanisms [1][4]. Group 1: Regulatory Framework - The CSRC's "Action Plan" focuses on addressing pain points in the public fund industry, proposing 25 measures including optimizing fund operation models and strengthening long-term assessment mechanisms [4]. - The plan aims to establish an operational mechanism deeply linked to investor interests, introducing a floating fee rate model [4]. Group 2: Product Launch - In response to the CSRC's initiative, Southern Fund has launched the Southern Ruixiang Mixed Securities Investment Fund, which aims to provide differentiated equity investment options through innovative mechanisms and professional management [1][4]. - The Southern Ruixiang Mixed Fund features a floating management fee model linked to performance benchmarks, breaking away from traditional fixed fee structures [4][5]. Group 3: Management Team - The fund is managed by a dual-manager system, featuring mid-career fund managers Li Jinwen and Yuan Li, who complement each other’s investment strategies [5]. - Li Jinwen specializes in cyclical industries with low valuation levels, while Yuan Li focuses on emerging industry research, enhancing research coverage and optimizing investment portfolio configuration [5]. Group 4: Strategic Partnerships - The Southern Ruixiang Mixed Fund has been included in the "CITIC Premium" product pool, a wealth management brand launched by CITIC Financial Holdings, which aims to provide high-quality asset allocation tools [5]. Group 5: Commitment to Investors - Southern Fund has a history of innovative fee models, having previously introduced "management fees only when profits are made" and "reasonable profit-sharing" initiatives, demonstrating a commitment to enhancing investor profitability [6]. - The company plans to continue prioritizing investor interests through ongoing investment research capability development and investor engagement [6].
“中信优品”助力高质量投资 南方瑞享混合正在发售
Xin Lang Ji Jin·2025-06-04 06:15