多只基金调整风险等级 提示投资者动态配置

Core Viewpoint - On October 9, 2023, the company announced adjustments to the risk levels of 31 fund products, with 28 products experiencing an increase in risk level and 3 products seeing a decrease, reflecting a response to regulatory compliance and changes in market conditions and product operations [1][2]. Compliance Requirements and Product Changes - The majority of the 31 products adjusted include mixed bond type funds and passive index funds, with 20 funds' risk levels raised from R2 (medium-low risk) to R3 (medium risk) and 8 funds from R3 to R4 (medium-high risk) [2]. - The adjustments are based on regulatory requirements, actual product operation changes, and market environment shifts, ensuring that risk ratings accurately reflect product risk characteristics [2][3]. Impact on Investors - Changes in risk levels directly affect investors' operational permissions and holding safety, with increased risk levels potentially limiting new purchases for investors with lower risk tolerance [5][6]. - For existing investors, fund companies will notify them of changes in risk characteristics, advising them to reassess their holdings and consider redeeming or switching to lower-risk products [5][6]. - A decrease in risk levels may benefit conservative investors but could reduce the attractiveness of the product for those seeking high returns [6].