港股通50基金经理何琦离任
Xin Lang Cai Jing·2025-10-23 01:37

Core Viewpoint - The announcement on October 23 indicates that fund manager He Qi will no longer manage the Hong Kong Stock Connect 50 fund due to internal company arrangements, with co-manager Li Qian taking over management responsibilities starting from October 22, 2025 [1] Group 1: Fund Management Changes - He Qi has a background in economics from Shanghai Jiao Tong University and has held various positions at Huatai-PB Fund Management, including senior trader and fund manager [1] - Li Qian holds a master's degree in financial mathematics from the London School of Economics and has been with Huatai-PB Fund Management since March 2015, progressing from assistant researcher to fund manager [2] Group 2: Fund Performance and Structure - The Hong Kong Stock Connect 50 fund was established on December 30, 2020, with an initial size of 639 million yuan, which grew to 2.333 billion yuan by June 30, 2025 [3] - The fund has a management fee rate of 0.50% and a custody fee rate of 0.10%, aiming to closely track the performance of the CSI Hong Kong Stock Connect 50 Index with a daily tracking deviation of less than 0.2% and an annualized tracking error of less than 2% [3] Group 3: Performance Metrics - The fund has achieved a return of 30.02% year-to-date, 31.04% over the past year, and 16.39% since inception [4] - Under He Qi's management from December 30, 2020, to the present, the fund's return was 17.34%, outperforming the peer average of 12.63% [4] - The fund has not distributed any dividends since its inception [3]