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汇添富基金限购黄金相关产品,管理人上半年报酬224万元
Sou Hu Cai Jing·2025-10-17 04:44

Core Viewpoint - The recent surge in gold prices has led multiple banks to warn about investment risks, prompting fund companies to limit purchases of gold-related products [2][3] Fund Management and Restrictions - Huatai Fund announced that starting from October 16, 2025, the maximum amount for single or multiple purchases and regular investment in Huatai Gold and Precious Metals (QDII-LOF-FOF) A and C shares will be capped at 20,000 yuan [2] - A month prior, the fund had already set a limit of 50,000 yuan for large purchases and regular investments [4] Fund Performance - For the first half of 2025, Huatai Gold and Precious Metals (QDII-LOF-FOF) A shares achieved a net value growth rate of 24.64%, while C shares had a growth rate of 24.14%, both compared to a benchmark return of 25.48% [6] - The fund reported a revenue of 89.47 million yuan, a year-on-year increase of 452%, and a net profit of 86.37 million yuan, up 468% [7] Fund Expenses - Total operating expenses for the fund were 3.10 million yuan, a 211% increase year-on-year, with management fees rising to 2.25 million yuan, up 224% [8][9] Fund Management and Strategy - The fund's risk rating is classified as medium, with investment strategies including precious metals asset allocation, ETF investment, money market instruments, and financial derivatives [5] - The fund manager, Guo Beibei, has 14 years of experience in the securities industry and is the deputy director of the index and quantitative investment department at Huatai Fund [5] Company Overview - Established in 2005, Huatai Fund is known for its active equity management capabilities and has developed a diverse product matrix covering various risk-return profiles [10] - In July 2025, Huatai Fund appointed a new chairman, Lu Weiming, who has a background in securities and has been with the company since 2022 [11]