Group 1 - The core viewpoint is that public FOFs are increasingly aligning with index-based investments, with a notable rise in the issuance of ETF-FOF products in 2023 [1][2] - As of August 15, 2023, a total of 39 public FOF products were issued this year, with a total issuance of 359.13 billion shares, significantly higher than the entire years of 2024 and 2023 [2] - The average net asset value growth rate for public FOFs over the past year reached 16.38% as of August 14, 2023, with over 80% of public FOFs recovering their net asset value to above 1 yuan [1] Group 2 - The proportion of ETF holdings within FOF products is gradually increasing, with the upcoming Xingzheng Global Yingfeng Multi-Asset Allocation FOF focusing on ETFs, allocating at least 80% of its non-cash fund assets to ETFs [1] - By the end of Q3 2024, passive index funds (including enhanced index funds) are expected to hold more A-share market value than active equity funds for the first time [2] - The number of ETF-FOF products has been steadily increasing, with significant interest from fund managers in utilizing ETFs for flexible and efficient equity asset allocation [3]
资产配置+工具化 ETF成公募FOF“新宠”
Shang Hai Zheng Quan Bao·2025-08-17 13:36