Group 1 - Multiple high-performing funds have recently reduced their subscription limits, indicating a new wave of "purchase restrictions" aimed at managing inflows and protecting existing investors' interests [1][2] - For example, funds managed by Lan Xiaokang, including China Europe Dividend Enjoyment A, have lowered their daily subscription limit to 10,000 yuan, following previous reductions from 1 million yuan to 500,000 yuan [1] - The strong performance of these funds, with year-to-date returns of 42.93%, 32.18%, and 45.79%, has attracted significant investor interest, prompting fund companies to balance scale management with investment stability [1] Group 2 - The trend of imposing purchase limits is not isolated, as other funds like Guangfa Carbon Neutrality and E Fund Kexiang have also suspended large subscriptions due to their impressive year-to-date returns of 65.03% and 61.49%, respectively [2] - In the QDII sector, Guangfa Global Select has set a subscription limit of 10,000 yuan for institutional investors, reflecting a broader trend of limiting large inflows in high-performing products [2] - This phenomenon highlights a shift in the public fund industry towards prioritizing refined operations over mere scale expansion, as evidenced by multiple funds implementing purchase restrictions [3] Group 3 - The recent wave of purchase restrictions reflects several industry trends, including the tendency for high-performing funds to attract significant capital, which can pressure fund managers' strategies and increase costs [3] - Fund managers are seeking to control the pace of capital inflows to avoid forced adjustments in their portfolios due to sudden surges in subscriptions [3] - This shift indicates a transition in the public fund industry from a focus on scale-driven growth to a more quality-oriented approach centered on risk control, investment discipline, and long-term returns [3]
绩优基金纷纷限购 多只产品进入紧申购模式
Zheng Quan Shi Bao·2025-12-03 22:18