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摩根中证A500指数增强成立 1基金经理管某产品4年仍亏
Zhong Guo Jing Ji Wang·2025-09-17 03:19

Core Viewpoint - Morgan Fund has announced the effective contract of the Morgan CSI A500 Index Enhanced Securities Investment Fund, with a total subscription amount of approximately 2.13 billion yuan and a total of over 2.13 billion shares issued [1][3]. Fund Information - Fund Name: Morgan CSI A500 Index Enhanced Securities Investment Fund [3] - Fund Code: 023869 [3] - Fund Type: Open-ended [3] - Effective Date: September 16, 2025 [3] - Fund Manager: Morgan Fund Management (China) Co., Ltd. [3] - Custodian: Bank of Communications Co., Ltd. [3] Fundraising Details - Total Subscription Amount: 2,132,617,824.66 yuan [1][3] - Interest Earned During Subscription Period: 653,997.81 yuan [1][3] - Total Effective Subscription Accounts: 13,628 [3] Fund Management Team - Fund Manager Hu Di has extensive experience, having worked at Merrill Lynch and CICC before joining Morgan Fund in May 2020 [1]. - Fund Manager He Zhihao has also held significant roles at CICC and joined Morgan Fund in July 2020 [1]. Performance Overview - Hu Di currently manages 15 funds, while He Zhihao manages 14 funds, primarily focusing on index funds [2]. - He Zhihao's management of the Morgan MSCI China A-Share ETF has shown a cumulative loss of 8.05% over more than four years [2].