睿远基金:秉承价值投资理念 以投资者最佳利益为核心 | 创价值·塑生态·启新程——上海公募基金高质量发展在行动
Jin Rong Jie·2026-02-12 06:28

Core Viewpoint - The public fund industry in China is entering a stage of high-quality development, guided by the "Action Plan for Promoting High-Quality Development of Public Funds" issued by the China Securities Regulatory Commission [1][3]. Group 1: Industry Development - The public fund industry has played a positive role in serving the real economy, promoting capital market reform, and meeting residents' wealth management needs, but faces issues such as insufficient functionality and uneven development [3]. - The "Action Plan" emphasizes a focus on investor interests, urging industry institutions to adopt a governance model centered on the best interests of investors throughout all operational management processes [3][4]. - The plan serves as a guiding document for the high-quality development of the public fund industry, outlining a long-term and systematic approach [3]. Group 2: Company Strategy - Ruiyuan Fund adheres to the principle of maximizing long-term benefits for its investors, which is the foundation of all its operations, from product design to investment returns [4][6]. - The company emphasizes value investment, which is believed to yield long-term returns and improve resource allocation efficiency in the market [4][7]. - Ruiyuan Fund is committed to building a comprehensive investment management capability, focusing on value investment and long-term strategies [7][8]. Group 3: Product and Market Approach - Ruiyuan Fund adopts a boutique product strategy, managing five public fund products by the end of 2025, including three equity mixed funds and one bond mixed fund, providing diversified options for investors [10]. - The company maintains a restrained management scale, controlling initial and short-term growth through various measures to encourage long-term investment [11]. - Ruiyuan Fund emphasizes investor education and support, conducting over 5,000 events to engage with investors and promote investment knowledge [12][13]. Group 4: Social Responsibility - Public funds bear the dual responsibility of serving the real economy and residents' financial needs, with a focus on maximizing long-term investor benefits [15]. - Ruiyuan Fund actively engages in social responsibility through its charity foundation, focusing on education, healthcare, and rural revitalization projects [15][16]. - The company has established the Ruiyuan Science and Technology Award to honor contributions in research and innovation, supporting high-quality development [16].

睿远基金:秉承价值投资理念 以投资者最佳利益为核心 | 创价值·塑生态·启新程——上海公募基金高质量发展在行动 - Reportify