传递信心！年内基金公司自购盘点

Core Viewpoint - The recent draft of the "Guidelines for Performance Assessment Management of Fund Management Companies" has introduced significant changes in the public fund industry, particularly emphasizing the requirement for executives and fund managers to invest their own money in their funds [1] Group 1: Guidelines Overview - The guidelines mandate that executives, heads of major business departments, and fund managers must allocate a certain percentage of their performance-based compensation to purchase their company's public funds, with a holding period of no less than one year [1] - Specifically, executives and department heads are required to use 30% of their total performance compensation to buy their company's public funds, with at least 60% of that amount allocated to equity funds unless the company does not offer equity funds [1] - Fund managers must invest 40% of their total performance compensation in the funds they manage [1] Group 2: Self-Purchase Statistics - As of December 15, 138 public fund institutions have made a total of 8,546 self-purchases, with a net subscription amount reaching 255.09 billion yuan, involving 1,561 fund products [1] - This represents a dramatic increase of 1,733.71% compared to the net subscription amount of 13.91 billion yuan in the same period of 2024 [1] Group 3: Major Self-Purchasing Institutions - The top self-purchasing institution is ICBC Credit Suisse Fund, with a net subscription amount exceeding 17 billion yuan and 59 self-purchases [2][4] - Following closely is Bank of China Fund with over 7 billion yuan in net subscriptions and 238 self-purchases, and China Merchants Securities Asset Management with over 7 billion yuan and 188 self-purchases [4] - Other notable institutions include Guotai Junan Fund, Penghua Fund, and CCB Fund, with net subscription amounts exceeding 5 billion yuan, 4 billion yuan, and 4 billion yuan respectively [4]