最高收益近8%！首批“新型”基金旗开得胜，“第二波”已经上路

Core Insights - The first batch of floating rate funds has shown strong performance, with 22 out of 26 funds achieving positive returns since their inception, with the best performer, Invesco Great Wall Growth, nearing an 8% return [1][3] - The average fundraising scale for these new floating rate funds is approximately 1 billion, significantly higher than the average of 440 million for actively managed equity funds, indicating strong market acceptance [4][6] - The second wave of floating rate funds has been approved, with 12 new products set to launch, including both broad market and industry-specific funds, expanding the product offerings in this category [6][8] Fund Performance - Among the 26 floating rate funds, notable performers include Invesco Great Wall Growth (7.8), Harvest Growth Sharing A (6.62), and E Fund Growth Progress A (6.23), while several others have returns around 1% [2] - The overall performance of these funds has varied due to different asset allocation strategies and market conditions, with the Shanghai Composite Index reaching 3600 points during their establishment period [2][3] Fund Size and Market Response - The total size of the first batch of floating rate funds reached nearly 26 billion, with significant increases in fund shares, particularly for Huashang Zhi Yuan Return A, which exceeded 2 billion shares [4][5] - The market's positive response to these funds has helped alleviate concerns regarding the floating rate mechanism, as evidenced by the substantial capital inflow [4][6] Upcoming Products - The second batch of floating rate funds includes products from both new and established fund managers, with a focus on industry themes such as healthcare and manufacturing, marking a shift from the previous broad market focus [6][8] - Notable new products include the Bank of China Quality Emerging Mixed Fund and the Ping An Research-Driven Mixed Fund, which are set to launch soon [7][8] Innovative Features - The new funds are incorporating innovative features such as performance-based fee structures and quarterly dividend distributions to enhance investor experience and align management incentives with investor returns [8][9] - The introduction of dual-market investment options, including Hong Kong stocks, is also a key feature of the new products, allowing for broader investment strategies [8]