“消费基”异常大涨遭质疑 业绩比较基准正待精准校表

Core Viewpoint - The recent surge in consumer-themed funds amidst a rising technology stock market has led to confusion among investors regarding the underlying assets of their funds [1] Group 1: Fund Performance and Market Reaction - Some funds have shown significant deviation from their performance benchmarks, sparking market discussions about their investment strategies [1] - There are funds that have benefited from the technology sector's rise, while others have maintained long-term positions in financials, leading to a drift in investment styles [1] Group 2: Regulatory Response - Regulatory authorities have introduced measures such as benchmark guidelines, the establishment of a benchmark library, and performance assessment linkage to ensure that performance benchmarks return to their intended purpose [1] - The performance benchmark, which is a key metric for evaluating fund managers' capabilities and style stability, is undergoing the strictest calibration in history [1] Group 3: Industry Adjustments - In response to regulatory pressures, some funds have begun to actively adjust their portfolios to realign with their benchmarks [1] - Fund companies are also submitting plans to revise the performance benchmarks of existing products, indicating a trend towards the standardization and restructuring of performance benchmarks in the industry [1]