首批新型浮动费率基金交出亮眼成绩单

Core Insights - The first batch of new floating-rate funds has shown impressive performance, with 23 out of 26 funds achieving positive returns since their inception, and 3 funds exceeding a 40% return [1][2] Fund Performance - As of September 22, among the 26 new floating-rate funds, 3 funds have a return rate over 40%, specifically Huashang Zhiyuan Return A at 42.72%, and 7 funds have returns between 10% and 40% [2] - The total scale of the first batch of floating-rate funds reached 25.865 billion yuan, with 9 funds exceeding 1 billion yuan in size [1] Fund Characteristics - The new floating-rate funds implement a differentiated fee structure based on the excess return level of each investment, promoting long-term investment and enhancing the investment experience [1][2] - The performance of these funds is influenced by their performance benchmarks, timing of capital deployment, and the active management capabilities of fund managers [2][3] Market Outlook - The market is expected to benefit from short-term healthy divergences, which may support sustained market performance [4] - The domestic economy is anticipated to continue its recovery with supportive fiscal policies and a stable monetary policy, creating a favorable environment for growth stocks in sectors like artificial intelligence and semiconductors [5] - Investment opportunities are seen in leading and emerging companies in high-growth industries, as well as in stable growth sectors with consolidation capabilities [5]