新型浮动费率基金易方达平衡精选混合首发

Core Viewpoint - The newly launched floating fee rate fund, E Fund Balanced Select Mixed (025920), aims to help investors navigate market volatility through balanced investment strategies led by fund manager Yang Jiawen [1] Group 1: Fund Structure and Fee Model - The fund's management fee is determined based on the holding period and annualized return of each share. If the holding period is less than one year, the management fee is set at 1.2% per year [1] - For shares held for one year or more, three different management fee rates apply based on the annualized excess return: 1.5% per year if the return exceeds the benchmark by more than 6%, 0.6% per year if the return underperforms the benchmark by 3% or more, and 1.2% per year for other scenarios [1] Group 2: Investor Benefits and Long-term Investment Encouragement - The floating fee rate model allows for a personalized fee structure, enabling investors to experience a "pay more for more earnings, pay less for less earnings" approach, which aligns the interests of fund managers and investors [1] - The design of differentiated fee rates, contingent on a certain holding period, encourages investors to commit to long-term investments [1]