平安中证A500红利低波动ETF正式上市 波动市场中的资产配置新选择

Core Viewpoint - The A-share market is experiencing significant growth, with indices reaching new highs, while investors are increasingly seeking stable investment options amidst heightened market volatility [1]. Group 1: Product Overview - The Ping An Asset Management's Ping An CSI A500 Dividend Low Volatility ETF (code: 561680) was officially launched on September 5, providing a strategy tool that balances high dividends and risk control [1]. - The fund tracks the CSI A500 Dividend Low Volatility Index, which selects 50 stocks with high dividend yields and low volatility from leading companies across various sectors, making it a quality choice for asset allocation in the current market environment [1][3]. - The fund's establishment scale reached 803 million yuan, indicating strong investor recognition [1]. Group 2: Index Performance - Since 2015, the annualized return of the A500 Dividend Low Volatility Index has reached 10.81%, outperforming traditional dividend indices by at least 1% in long-term annualized returns [2]. - The index has demonstrated lower volatility and smaller maximum drawdowns, winning against three mainstream dividend indices in five out of the last ten years, showcasing its defensive attributes during economic downturns [2]. Group 3: Advantages of the Index - The A500 Dividend Low Volatility Index has several advantages over traditional dividend indices, including a stronger risk resistance due to the selection of leading stocks with robust profitability [3]. - The index maintains a balanced industry allocation, covering 21 primary industries, thus avoiding excessive concentration in traditional sectors like banking and transportation [3]. - It aligns well with the current economic transformation trends by overweighting core assets in new productive forces, supporting sustainable performance and dividend distribution [3]. Group 4: Investor Suitability - The index is suitable for conservative investors affected by bank wealth management products, who favor high dividend yields while avoiding high volatility in A-shares [6]. - It appeals to investors seeking stable returns to hedge against inflation, particularly those unfamiliar with equity index investments [7]. - Investors who have experienced account drawdowns in volatile markets but wish to continue investing in core A-share assets may consider transitioning from single broad-based index investments to broad strategy index investments [7]. - Institutional funds, such as insurance and annuity accounts, can also utilize the A500 Dividend Low Volatility Index to optimize asset allocation and enhance portfolio performance during market fluctuations [7]. Group 5: Market Implications - The launch of the Ping An CSI A500 Dividend Low Volatility ETF signifies a shift towards "refined selection" in domestic dividend strategy ETFs, providing investors with a pathway that balances high dividends and risk control [8].