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13只浮动费率基金规模盘点,易方达、东方红规模喜人
Sou Hu Cai Jing·2025-06-23 08:07

Group 1 - The core viewpoint of the news is the successful launch of floating rate funds, indicating initial market acceptance of this fee reform product, with a total fundraising scale exceeding 12 billion and an average of nearly 1 billion per fund, significantly higher than traditional active equity funds [1] - A total of 13 floating rate funds have been established, showcasing a diverse range of sales strategies among fund companies, with established brands attracting more retail investors [3][4] - The top-performing floating rate funds have shown impressive returns, with the top ten funds achieving returns above 20%, and some exceeding 30%, indicating a strong performance compared to the average of active equity funds [6][7] Group 2 - The distribution of subscription sizes among the floating rate funds reveals a clear differentiation in sales strategies, with some funds targeting retail investors while others focus on institutional clients [3][4] - The industry trend is shifting towards a model where management fees are closely tied to performance, moving away from a scale-centric approach to one that prioritizes investor returns [9] - The ongoing issuance of 13 additional floating rate products will continue to be monitored, reflecting the evolving landscape of the fund industry [9]