多只绩优基金进一步下调限购额度
Zheng Quan Ri Bao·2025-12-04 16:15

Core Insights - Multiple high-performing funds have recently initiated "purchase limits" to manage inflows and protect investor interests [1][2] - As of December 4, 29 fund managers have implemented purchase limits on 41 funds, with limits ranging from 100 yuan to 15 million yuan [1] - The net value growth rates of several funds have exceeded 30% year-to-date, prompting these actions [1] Group 1 - On December 4, Ping An Fund announced a suspension of large purchases (over 5 million yuan) for its Ping An Craftsmanship Preferred Mixed Fund, which has a year-to-date net value growth rate of 49.42% [1] - China Europe Fund has reduced purchase limits for several of its products, with the latest limit set at 10,000 yuan, following a previous reduction from 1 million yuan to 500,000 yuan [1] - The year-to-date net value growth rates for China Europe Fund's products are as follows: China Europe Value Return Mixed A at 45.23%, China Europe Dividend Preferred Flexible Allocation Mixed A at 42.41%, and China Europe Rongheng Balanced Mixed A at 31.95% [1] Group 2 - Analysts suggest that reducing purchase limits helps avoid excessive inflows that could increase transaction costs and dilute returns for existing investors [2] - Lowering purchase limits also stabilizes investment strategies and enhances the fund's ability to respond to market fluctuations [2] - The trend indicates a shift in the public fund industry towards refined operations, with scale management becoming a core competitive advantage [2] Group 3 - Investors are advised not to blindly pursue limited purchase products but to focus on the fund managers' historical scale management, strategy stability, and long-term performance [3]