红利当“红” 浦银安盛基金加码布局港股高股息资产

Core Viewpoint - Since the release of the "New National Nine Articles" last year, listed companies have been increasing their dividend payouts to reward small and medium investors, leading to a significant rise in high-dividend sectors, including banks. However, as stock prices have risen, the dividend yields of these dividend stocks have decreased to varying degrees, resulting in a gradual differentiation in asset values within the sector. In this context, the Hong Kong dividend sector has gained investor attention due to its more cost-effective investment value [1]. Group 1 - The new product launched by the company focuses on the Hong Kong dividend sector, with a performance benchmark primarily based on the Hang Seng Hong Kong Stock Connect China Central Enterprise Dividend Index (HSSCSOY), which currently has a dividend yield of 7.87%, higher than the 5.44% yield of the CSI Dividend Index (000922.CSI) [2]. - The index's constituent stocks are distributed across various industries, including traditional banking and finance, as well as industrial, energy, and manufacturing sectors, indicating the presence of many quality targets [2]. - The new fund aims to selectively choose high-quality central enterprise listed companies that represent China's core assets, capitalizing on the increasing influx of "southbound capital" and overseas funds into the Hong Kong market [2]. Group 2 - Under the guidance of the "Public Fund High-Quality Development Plan" and the financial sector of the Shanghai Pudong Development Bank Group, the company has been enhancing its investment research capabilities and product innovation [2]. - The company has continuously launched investment business brands such as "Index Family," "Global Sci-Tech Family," and "Fixed Income Family," integrating into the development trend of index investment and increasing its investment in technology [2]. - The launch of the Hong Kong Stock Connect Central Enterprise Dividend Mixed Fund will leverage the team's active quantitative capabilities to provide investors with long-term investment tools that align more closely with the performance benchmark [2].