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第二批浮动费率基金产品,来了
Zheng Quan Shi Bao·2025-07-04 10:00

Core Viewpoint - The second batch of innovative floating fee rate products has been reported, consisting of 11 products, with 2 being equity funds and 9 being mixed funds focused on stocks [1][2]. Group 1: Product Details - The second batch includes a fee structure similar to the first batch, with three tiers: 1.2% (benchmark tier), 1.5% (upward tier), and 0.6% (downward tier) [1]. - Investors redeeming after one year will be charged based on performance relative to the benchmark, while those redeeming within a year will incur a standard management fee [1]. - The new products also include thematic funds focusing on industries such as high-end equipment, pharmaceuticals, and manufacturing, differing from the first batch which consisted solely of broad market selection funds [2][3]. Group 2: Market Response and Performance - The first batch of 26 floating fee rate products raised a total of 22.68 billion yuan, with 24 products successfully completing fundraising by the end of June [5]. - The average fundraising size per product was approximately 944.5 million yuan, significantly higher than the average of 440 million yuan for other actively managed equity funds in the same period [5]. - The positive market response indicates strong support from fund companies, reflecting a shift towards aligning fund management fees with investor returns [4][5].