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华夏基金总经理李一梅:公募基金规模33万亿、有效账户16亿户、产品数量超1.2万只,已经真正飞入寻常百姓家
Xin Lang Ji Jin·2025-06-28 06:34

Core Viewpoint - The annual index conference of Huaxia Fund highlighted the significant growth of public funds in China, emphasizing the importance of asset allocation to enhance investor satisfaction and experience [1][2][3]. Group 1: Industry Overview - The public fund management scale has surpassed 33 trillion yuan, with over 1.6 billion effective accounts and more than 12,000 products available [1][2]. - The release of the "Public Fund High-Quality Development Action Plan" has established "investor best interests" as the core principle of the industry [2]. Group 2: Investor Experience - Enhancing investor satisfaction is crucial, and asset allocation is identified as a key factor in achieving this goal [3]. - The challenge has evolved from merely selecting products to effectively allocating multiple assets in a complex investment environment [3]. Group 3: Asset Allocation Strategy - Huaxia Fund aims to create a multi-asset platform using a "Lego thinking" approach, allowing investors to easily construct diversified portfolios [4]. - The company has over 479 products, including 104 listed ETFs, which provide low-cost and transparent investment options for ordinary investors [4]. Group 4: Future Developments - Huaxia Fund is set to launch a one-stop index service platform called "Red Rocket," designed to simplify asset allocation and enhance investor accessibility to professional solutions [5]. - The company is committed to providing better wealth solutions and easier implementation paths for investors based on its decade-long experience in asset allocation [5].