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第二批新型浮动费率基金来了,12家公募等候发行
Guo Ji Jin Rong Bao·2025-07-25 13:27

Core Viewpoint - The new floating-rate funds are set to expand, with the second batch of 12 public funds approved, emphasizing a performance-based fee structure that aligns the interests of fund managers and investors [1][3][4] Group 1: Fund Approval and Structure - The second batch of new floating-rate funds has been approved, involving 12 public fund companies, and is about to enter the issuance phase [3] - The first batch of floating-rate funds, which was launched on May 27, raised nearly 26 billion yuan, indicating strong market interest [3][4] - The new funds will maintain a three-tier management fee structure based on performance, with rates of 0.6%, 1.2%, and 1.5% depending on the fund's performance relative to a benchmark [4] Group 2: Industry Implications - The introduction of floating-rate funds represents a significant step in the public fund fee reform, aiming to enhance the alignment of fund management fees with investor returns [3][6] - The second batch of funds includes a wider range of thematic products, such as those focused on manufacturing, high-end equipment, and healthcare, indicating a shift towards more specialized investment strategies [4][6] - The floating-rate fee structure is designed to create a "shared benefits, shared risks" mechanism, potentially improving the investment experience for holders [6]