Workflow
新型浮动费率基金密集发行 24只产品已募集超80亿元
Zheng Quan Shi Bao·2025-06-11 17:24

Core Viewpoint - The issuance of new floating rate funds is intensifying as market conditions improve, with over 80 billion yuan raised across 24 funds, indicating strong demand and competition among fund companies [1][2][3] Fund Issuance and Performance - As of June 11, 2023, 24 new floating rate funds have been launched, with a total fundraising exceeding 80 billion yuan, and nearly 20 funds surpassing the 200 million yuan threshold for establishment [2][3] - The Oriental Red Core Value Fund was the first to reach its fundraising cap of 1.991 billion yuan and ended its fundraising early, showcasing effective marketing strategies [2][3] - Various fund companies are employing differentiated marketing strategies, leading to varied fundraising timelines and outcomes [2][3] Fund Management and Investment Strategies - The first batch of 26 companies includes both large and small fund managers, with experienced professionals leading the funds, indicating a focus on strong management [4] - Fund companies are actively investing their own capital into these new funds, with total self-purchases reaching 110 million yuan as of June 11, 2023, reflecting confidence in their products [5] Advantages of New Floating Rate Funds - New floating rate funds are designed to align the interests of fund managers and investors, promoting a "win-win" scenario through innovative fee structures that link management fees to fund performance [6][7] - These funds encourage long-term holding and rational investment, aiming to smooth out short-term volatility and enhance investor experience [6][7]