安信基金：“价值共赢”开启认购，基金经理4只在管产品近1年跑输业绩基准

Core Viewpoint - Anxin Fund has launched the Anxin Value Win-Win Fund, a mixed equity fund managed by Yuan Wei, with a floating management fee structure based on performance benchmarks [1][3]. Fund Details - The Anxin Value Win-Win Fund is a contract-based open-end securities investment fund, publicly offered from June 9 to June 26, 2025, with a minimum total fundraising target of 200 million shares [3]. - The fund aims to invest in stocks that are significantly undervalued relative to their intrinsic value, focusing on safety margins to achieve long-term stable returns for investors [3]. - The performance benchmark for the fund is composed of 70% CSI 300 Index return, 10% CSI Hong Kong Stock Connect Composite Index (RMB) return, and 20% China Bond Composite Index return [3]. Fee Structure - The fund employs a floating fee rate system, with management fees set at 1.20% for holdings less than 365 days, 1.50% for annualized excess returns exceeding 6% with positive returns, and 0.60% for annualized excess returns of -3% or lower [4]. Manager Background - Yuan Wei, the proposed fund manager, holds a PhD in science and has extensive experience in investment management, having previously served in various roles at Anxin Securities and Anxin Fund Management [5][6]. - Under Yuan Wei's management, four funds have underperformed their benchmarks over the past year [2][9]. Performance Metrics - As of June 6, 2025, Yuan Wei's managed funds have shown varying performance, with the Anxin New Normal Hong Kong-Shenzhen Selected A fund achieving a return of 129.36% since Yuan took over, but only a 4.63% increase in the past year, lagging behind its benchmark by over 10 percentage points [8][9].