Core Viewpoint - The launch of the Guotai Quality Core Mixed Fund by Guotai Fund aims to enhance investor experience and inject new vitality into the A-share market, leveraging its unique advantages as a newly approved floating fee fund [1] Group 1: Fund Overview - The Guotai Quality Core Mixed Fund was officially launched on August 11 and is part of the second batch of newly approved floating fee funds [1] - The fund is designed in accordance with the requirements of the CSRC's action plan released on May 7, focusing on investor interests and enhancing the overall investment experience [1] Group 2: Fund Management - The fund will be managed by Li Hai, who has 14 years of experience in the securities industry and 9 years in investment management, and is known for his value growth investment style [2] - Li Hai's investment philosophy emphasizes selecting valuable companies and promoting better resource allocation in society, which has led to strong historical performance in the funds he manages [2] Group 3: Historical Performance - The Guotai Jintai Fund, managed by Li Hai since January 2017, has achieved a total return of 116.22% as of July 30, significantly outperforming its benchmark (29.71%) and the CSI 300 index (23.40%) [2] - Another fund managed by Li Hai, the Guotai Consumption Preferred Fund, has shown a total return of 100.74% since August 2019, with a recent three-year return of 43.29% and five-year return of 51.73% [2] Group 4: Market Outlook - Li Hai is optimistic about short-term market recovery and long-term revaluation of core Chinese assets, citing a decrease in the proportion of trade with the US and the maturity of China's manufacturing sector [6] - He believes that quality enterprises represented by indices like the CSI 300 and CSI A500 still have significant revaluation potential as China's economic strength and recovery continue [6] Group 5: Company Background - Guotai Fund, established in 1998, focuses on independent research and long-term value investment, leading the industry in profit generation and professional capability [7][10] - The company has generated a total profit of 16.4 billion yuan for investors over the past six years, ranking among the top five public fund companies in this regard [10] Group 6: Floating Fee Experience - Guotai Fund has been a pioneer in the floating fee fund sector, with its Guotai Research Selected Fund achieving a return of 78% since its inception, ranking first among similar funds [11] - The new fund will adopt a flexible fee structure to encourage long-term holding while managing liquidity needs, aiming to create a win-win situation for both fund managers and investors [11]
新品官宣!新型浮动费率基金开售
Zhong Guo Ji Jin Bao·2025-08-11 00:15