Group 1 - The Morgan CSI A500 Enhanced Index Fund was officially established on September 16, with a fundraising scale of 2.133 billion yuan, marking the largest initial scale for a CSI A500 enhanced product since 2025 [1] - A total of 52 new quantitative funds based on the CSI A500 index have been established in the market this year, indicating a growing interest in this index [1] - The CSI A500 index covers leading companies across various sectors in the Shanghai and Shenzhen markets, making it a key focus for quantitative strategies in recent years [1] Group 2 - The fund is managed by experienced professionals, including Hu Di and He Zhihao, who have extensive backgrounds in quantitative investment and have managed portfolios worth billions [2] - The fund's performance benchmark is set at 95% of the CSI A500 index return plus 5% of the after-tax bank demand deposit rate, focusing on new productivity-related sectors [2] - The fund aims to leverage deep fundamental research and industry rotation strategies to provide clear sources of excess returns that align with future trends [2]
聚焦核心资产，追求超额收益，摩根中证A500指增基金首募超21亿元
Zhong Guo Ji Jin Bao·2025-09-18 07:34