Core Insights - The insurance capital market has accelerated its investment pace this year due to policy support, with a target fund size of 20 billion yuan launched by a leading insurance company [1] - The total scale of long-term investment pilot programs is set to increase to 222 billion yuan following the approval of an additional 60 billion yuan [1] - The demand for dividend assets with stable yields and low volatility has surged, leading to significant inflows into related ETFs [1] Fund Performance - The Dividend Low Volatility ETF (512890) has seen a net inflow of 934 million yuan over seven consecutive trading days, reaching new highs in both share and fund size [1] - As of June 6, the ETF's total shares and size reached 15.227 billion shares and 17.778 billion yuan, respectively, marking record highs since its inception in December 2018 [1][2] Index Performance - The Dividend Low Volatility Index reached a new high on June 4, with an annualized return of 13.82% and a volatility of only 25% [2] - The index's dividend yield over the past year is 6.33%, surpassing 90.7% of the time over the last decade, making it an attractive option for long-term investors in a declining interest rate environment [2] Investor Interest - The connected funds of the Dividend Low Volatility ETF have gained popularity among retail investors, with a total of 829,800 account holders as of the end of 2024 [2] - The Y share class of the connected fund has become the first index fund eligible for personal pension investments, achieving a scale of over 100 million yuan by March 31, 2025 [2] Management Expertise - The ETF is managed by Huatai-PB Fund, which has over 18 years of experience in dividend index investment and has developed a diverse range of dividend-themed ETFs [2]
险资长期投资试点加速推进，红利低波ETF（512890）连续三周实现周度份额与规模净增长
Xin Lang Ji Jin·2025-06-09 06:09