Group 1 - The core point of the news is the launch of the first floating fee rate fund by Caitong Asset Management, which will be open for subscription from December 3 to December 23, and it is the third floating fee rate fund issued by a brokerage asset management firm in the market [1] - The fund's management fee will be linked to the holding period and performance, ranging from 0.6% to 1.5%, with specific rates based on the annualized excess return relative to the benchmark [1] - If investors hold shares for less than one year, a management fee of 1.2% per year will be charged; for one year or more, the fee will vary based on performance, with a maximum of 1.5% for excess returns over 6% [1] Group 2 - The floating management fee model raises the requirements for fund managers' research and investment capabilities, incentivizing them to pursue more certain excess returns and share risks with investors during poor market performance [2] - The proposed fund manager, Li Xiang, has 17 years of experience in the securities industry and will focus on four key areas: technology, industrial metals, optimizing competitive landscapes, and consumer sectors at historical valuation lows [2] - Caitong Asset Management emphasizes a research-driven, value investment approach, with a comprehensive range of equity funds covering various investment strategies and themes [3]
券商资管系第3只浮动费率基金正在发行
Zheng Quan Ri Bao Wang·2025-12-03 04:17