Group 1: Industry Overview - Public funds are becoming increasingly important institutional investors in the capital market, playing a significant role in deepening reforms and promoting high-quality economic development [2][3] - The public fund industry has surpassed 35 trillion yuan in scale and is at a critical juncture for reform and high-quality development [6][8] Group 2: Huaxia Fund - Huaxia Fund actively guides social capital towards technology industries, enhancing its investment research capabilities in the tech sector [3][4] - The fund has developed a diverse range of thematic funds and ETFs focused on new productive forces, including the "Innovation Frontier" series and "Industry Leader" series [3][4] - As of now, Huaxia Fund manages over 200 billion yuan in investments directed towards technology companies in the secondary market [4] Group 3: Industrial and Technological Focus - Huaxia Fund emphasizes the importance of directing social capital towards new productive forces and technology industries, creating a high-level circulation ecosystem between technology, capital, and the real economy [4][5] - The fund has established a dedicated research team to enhance its ability to identify high-tech companies with strong innovation capabilities and good market prospects [4][5] Group 4: ICBC Credit Suisse Fund - ICBC Credit Suisse Fund has become a leading institution in the industry, with its first product achieving a cumulative return of 855.07% since inception [6][7] - The fund has demonstrated strong performance in both equity and fixed income sectors, with its active equity products ranking first in excess returns over various time frames [6][7] Group 5: Investment Strategy and Performance - The fund has developed a comprehensive investment strategy that includes a wide range of products, from fixed income to equity and pension finance, with a focus on long-term, value-driven investments [6][8] - ICBC Credit Suisse Fund has a robust talent development system, with over 70% of its fund managers being internally trained [9][10] Group 6: Jiashi Fund - Jiashi Fund has focused on guiding social capital towards high-value sectors during the "14th Five-Year Plan" period, managing assets totaling 1.61 trillion yuan [11][12] - The fund has invested over 220 billion yuan in sectors such as technology, manufacturing, and new energy, emphasizing deep research-driven fundamental investment [12][13] Group 7: Product Development and Investor Education - Jiashi Fund has built a comprehensive product system that includes both active and passive investment options, catering to various risk preferences [13][14] - The fund is committed to investor education, helping investors understand the value of technology investments and manage their risk preferences [14] Group 8: Jianxin Fund - Jianxin Fund has established a diverse product system covering various asset types, focusing on empowering the development of new productive forces [15][16] - The fund has launched multiple technology-focused products and has invested in over 1,400 technology-related enterprises [15][16] Group 9: Social Responsibility and Sustainable Development - Jianxin Fund actively participates in social responsibility initiatives, including investments in rural revitalization and green projects [17][18] - The fund has developed a robust risk management system to safeguard client assets and ensure compliance [17][18] Group 10: Future Outlook - Jianxin Fund aims to continue enhancing its research capabilities and product offerings to meet the wealth management needs of residents and support the transformation of the real economy [19]
北京公募“长情”向新
Shang Hai Zheng Quan Bao·2025-10-23 18:39