Core Insights - Since the release of the "Action Plan for Promoting the High-Quality Development of Public Funds" in May, a total of 49 new floating-rate funds have been announced for issuance, with 41 already established as of October 28 [1] - E Fund has launched 4 new floating-rate products, leading the market in terms of the number of such funds [1] Fund Details - The E Fund Industry Preferred (A/C: 025824/025825) is currently being issued, with management fees linked to the holding duration and return level of each share [1] - If investors hold shares for less than one year, a management fee of 1.2% per year will be charged; for holdings of one year or more, three different management fee rates apply based on annualized excess return levels [1] - The management fee structure is as follows: - 1.50% per year if the annualized return exceeds the benchmark by more than 6% - 0.6% per year if the annualized return underperforms the benchmark by 3% or more - 1.2% per year for all other scenarios [1] Investor Impact - The new floating-rate products implement differentiated charging for investors holding shares for a certain period, encouraging long-term investment and better aligning the interests of managers and investors [1]
年内超40只新型浮动费率基金成立，易方达产业优选（A/C：025824/025825）正在发行