第二批新模式浮动费率基金集中申报

Core Viewpoint - The introduction of a new batch of floating management fee funds by various fund management companies reflects a shift towards more diversified investment strategies, including thematic funds, to meet the varying needs of investors [1][4]. Group 1: Fund Management Companies - Multiple fund management companies, including E Fund, CCB, Guotai, Southern, Bank of China, and others, have submitted applications for a second batch of 11 new floating fee model products, consisting of 2 equity funds and 9 mixed equity funds [4]. - The new floating management fee structure is designed to strengthen the binding effect of performance benchmarks, aligning the interests of fund managers and investors more closely [3]. Group 2: Floating Management Fee Structure - The new floating management fee model includes three tiers: a base rate of 1.2%, an increased rate of 1.5%, and a decreased rate of 0.6%, similar to the first batch of products [2]. - Investors redeeming their shares after one year will be charged based on the fund's performance relative to the benchmark, with specific fee rates applied depending on whether the fund meets, exceeds, or falls short of the benchmark [2]. Group 3: Thematic Investment Focus - The introduction of thematic funds, such as the Invesco Great Equipment Fund, highlights the importance of high-end equipment as a core support for modern industrial systems and a significant part of the technology investment landscape [2]. - The new funds aim to cater to investor demand for quality technology investment tools while supporting national initiatives for technological innovation and industrial development [2].