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配置策略越发多元FOF上半年交出亮眼成绩单
Shang Hai Zheng Quan Bao·2025-07-13 14:22

Group 1 - The average net value of public FOF products increased by 3.64% in the first half of the year, with 15 products showing a net value growth of over 10% [2][3] - Gold-themed FOF products and those incorporating gold-related funds performed exceptionally well, with E Fund Gold Theme LOF leading at a 29.39% net value increase [2][3] - A total of 31 FOFs were issued this year, with a combined issuance of 30.82 billion shares, indicating a growing interest in FOF products [3] Group 2 - The diversification of investment strategies in FOF products is becoming more pronounced, with examples like Fidelity Renyuan's mixed FOF incorporating low-correlation alternative assets such as gold and commodities [3] - The transition of Xingzheng Global Active Allocation FOF to an open-ended product reflects an innovative approach by including MSCI World Index returns and Shanghai Gold Exchange spot prices in its performance benchmark [3][4] - The current favorable conditions for FOF products include the integration of various asset classes such as commodities, REITs, and QDII products, enhancing risk diversification and uncovering potential returns from niche assets [4]