首批新型浮动费率基金5月27日起发行

Group 1 - The first batch of 26 new floating rate funds has been registered by the China Securities Regulatory Commission and will be issued starting May 27 [1][4] - Major fund companies including E Fund, Huaxia, Southern, and others have collectively announced the issuance schedule for these floating rate funds, with most products expected to end subscription in mid to late June [1] - The funds are structured with three fee levels: 1.2% (benchmark), 1.5% (upward adjustment), and 0.6% (downward adjustment), based on the annualized return compared to a performance benchmark [4] Group 2 - If investors redeem the funds within one year, a standard management fee at the benchmark rate will apply, regardless of performance [4] - Fund companies are deploying experienced and high-performing fund managers to manage these floating rate products [4] - To aid investor understanding of the new floating rate funds, companies plan to provide ongoing investor services and detailed explanations of fee structures, performance benchmarks, and investment strategies [4]