Core Viewpoint - The launch of the Jiashi Growth Sharing Mixed Fund represents a new investment choice for investors seeking growth opportunities and excess returns in the market, with a floating fee structure linked to fund performance [1][3]. Fund Overview - The Jiashi Growth Sharing Mixed Fund will be publicly offered starting October 20, with a performance benchmark of "70% CSI 800 Growth Index return + 10% CSI Hong Kong Stock Connect Composite Index (RMB) return + 20% China Bond Total Price Index return," indicating a growth-oriented investment style [1]. - The fund is positioned to capitalize on the strong return of growth styles in the A-share market, supported by macroeconomic policies aimed at stabilizing growth and boosting confidence [1]. Fund Manager Profile - Meng Xia, the proposed fund manager, has 11 years of experience in the securities industry and a strong background in quality growth investment, having joined Jiashi Fund in 2014 [2]. - Meng Xia's management of various funds has demonstrated significant excess returns, with the Jiashi Manufacturing Upgrade fund achieving a 54.63% return over the past year compared to a benchmark of 28.76% [2]. Investment Focus - The fund will focus on high-end manufacturing, domestic demand recovery, and sectors with high growth potential such as energy storage, solid-state batteries, robotics, smart driving, pharmaceuticals, and electronics [3]. - Jiashi Fund has a history of adapting to market trends, having successfully navigated various investment themes over the years, including TMT, innovative drugs, semiconductors, and artificial intelligence [3]. Fee Structure - The floating fee mechanism ties management fees to the fund's performance relative to its benchmark, enhancing alignment between the interests of the management and investors [6]. - Management fees are structured based on the holding period and annualized return, with rates varying from 0.6% to 1.5% depending on performance [4][5]. Conclusion - The Jiashi Growth Sharing Mixed Fund is positioned as a noteworthy option for investors seeking to share in growth opportunities, with a focus on risk-sharing and benefit-sharing through its innovative fee structure [6].
共享产业成长 嘉实成长共享混合10月20日起发售!
Jing Ji Guan Cha Wang·2025-10-17 01:02