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浮动费率基金首募成绩单:13只募126亿!东方红核心价值募集近20亿领跑,博时卓睿成长不足3亿垫底
Xin Lang Ji Jin·2025-06-23 09:22

Core Viewpoint - The launch of new floating fee rate funds by multiple public fund institutions marks a significant shift in the public fund industry, indicating the end of the traditional fixed management fee model and the beginning of a new era focused on performance-based fees [4]. Fund Performance and Market Response - As of mid-June, 13 out of 26 newly approved floating fee rate funds have successfully completed fundraising, with a total raised amount exceeding 12.6 billion yuan [1]. - Among the established funds, the top performer, Dongfanghong Core Value A, raised 1.991 billion yuan, making it the largest initial fundraising product among active equity funds this year [2]. - Efund Growth Progress A follows with a fundraising scale of 1.704 billion yuan, while Ping An Value Enjoy A raised 1.322 billion yuan, ranking third [2]. - The average number of effective subscriptions per fund is approximately 11,500, with Efund Growth Progress A attracting the highest number of subscriptions at 47,300 [3]. Market Dynamics and Future Outlook - The successful fundraising of these funds reflects strong market interest in the new fee structure, with a total of nearly 150,000 effective subscriptions across the 13 established funds [3]. - The introduction of floating fee rate products is expected to become a regular offering in the market, leading to a restructuring of the industry where only those fund companies with genuine research and investment capabilities will thrive [4]. - The ongoing fee reform wave in the fund industry is just beginning, suggesting a transformative period ahead [4].