浮动费率基金新军集结 百亿级资金蓄力入市

Core Viewpoint - The newly approved floating rate funds are designed to align the interests of fund managers and investors through a performance-based fee structure, promoting risk-sharing and performance accountability [1][4][6]. Fund Establishment and Performance - As of June 24, 13 new floating rate funds have been established, raising over 12.6 billion yuan, with top funds including Dongfanghong Core Value, E Fund Growth Progress, and Ping An Value Enjoy, each exceeding 1 billion yuan in fundraising [2][4]. - The performance fee structure includes a reduction to 0.6% if annual returns fall short of the benchmark by more than 3 percentage points, and an increase to 1.5% if excess returns exceed 6 percentage points [4][6]. Fund Manager Insights - Fund managers emphasize the importance of managing drawdowns and volatility, with a focus on identifying high-quality companies through bottom-up analysis [7][8]. - Investment strategies vary, with growth-style managers focusing on technology and emerging consumption sectors, while value-style managers prefer low-valuation, high-return companies in sectors like finance and real estate [5][7]. Market Dynamics and Investment Strategy - The construction of new products will be a dynamic process, adjusting based on market conditions to manage risks effectively [8]. - Fund managers are encouraged to explore opportunities in sectors such as AI and pharmaceuticals, which exhibit strong growth potential [8].