第二批新模式浮动费率基金上报 更加强化业绩比较基准“锚定作用”

Group 1 - The second batch of 11 innovative floating fee rate fund products was submitted for approval on July 4, with new fund managers and industry themes included, such as pharmaceuticals and high-end equipment [1][2] - The first batch of 26 innovative floating fee rate funds launched on May 27 raised over 22.6 billion yuan by the end of June, significantly outperforming the average fundraising of active equity funds during the same period [1][4] - The new floating fee rate products reflect a shift from a focus on scale to prioritizing investor returns, aligning with the regulatory push for high-quality development in the public fund industry [1][5] Group 2 - The second batch includes products from new fund managers, with a mix of stock and mixed-asset funds, and maintains a three-tier fee structure based on performance relative to benchmarks [2][3] - The introduction of industry-focused funds marks a shift towards more specialized investment strategies, enhancing the benchmark system for performance evaluation [3][6] - Fund companies are optimistic about the floating fee rate model, which ties management fees to performance, encouraging long-term investment strategies among investors [3][6] Group 3 - The first batch of floating fee rate funds demonstrated strong market confidence, with 24 out of 26 products successfully raising funds, averaging 9.45 million yuan per product [4][5] - The innovative fee structure allows for differentiated charges based on individual investor performance, promoting a more personalized investment approach [5][6] - The China Securities Regulatory Commission aims to promote the floating fee rate model, targeting that at least 60% of new active management equity funds from leading firms will adopt this model within a year [6]