公募FOF业绩与规模“双增”指数化投资渐成资产配置主流

Group 1 - Publicly offered FOFs have generally achieved positive returns this year, with an average return of 4.24% as of July 15, and only five products showing slight losses [2][3] - Pension FOFs have outperformed, with an average return of 4.33%, and over 20 products achieving returns exceeding 10%, including several with returns above 15% [2][3] - The issuance of public FOFs has increased significantly, with 34 new funds launched this year, approaching last year's total of 38, and the total issuance volume reaching 330.18 billion units [3] Group 2 - The asset allocation approach for FOFs is evolving, with ETFs and index products becoming mainstream tools in wealth management due to their low cost, high transparency, and risk diversification [3][4] - The number of ETF-FOFs is increasing, with new products being launched to meet investor demand, including the first bond-type ETF-FOF [4] - The scale of domestic index funds has surpassed that of actively managed stock funds, indicating a shift in investment preferences towards index-based products [5]