国内发起式基金规模达3.1万亿元
Shen Zhen Shang Bao·2025-08-08 07:17

Core Insights - The first initiated fund in China will celebrate its 13th anniversary in August 2023, with the total scale of initiated funds reaching 3.1 trillion yuan, accounting for approximately 10% of the total public fund scale [1][2] - In 2023, 146 initiated funds have been established, with a total issuance scale of 32.481 billion yuan, representing about 7.47% of the total public fund issuance [2] - Several initiated funds have shown impressive returns this year, with some funds achieving net value increases exceeding 70% [2] Fund Growth and Performance - The number of initiated funds in China has surpassed 2,200, with a total management scale of 3.1 trillion yuan [1] - Notable funds include the E Fund CSI 300 ETF with a scale of 235.02 billion yuan, and several others exceeding 100 billion yuan in scale [1] - Performance highlights include funds like the Great Wall Medical Industry Selected Mixed Fund A and others with net value increases over 70%, while some funds have achieved returns over 200% since inception [2] Market Dynamics and Investor Considerations - Initiated funds are viewed as both an "emergency tool" during market downturns and an "innovation testing ground" for future sectors [3] - The core value of initiated funds lies in the interest alignment mechanism and flexible strategies, with investors advised to consider management capabilities and long-term performance [3]

国内发起式基金规模达3.1万亿元 - Reportify