指数基金投资+:鑫选ETF策略超额收益+9.11%
Huaxin Securities·2024-09-22 10:03

Group 1: ETF Strategy Performance - The XinXuan ETF strategy achieved an excess return of 9.11% compared to equal-weighted ETFs, with a total return of 0.48% year-to-date[4] - The XinXuan ETF strategy's annualized return over the past three years was 14.23%, with a maximum drawdown of 8.6% and a Sharpe ratio of 1.44[4] - The US-China core asset portfolio has an annualized return of 31.11%, outperforming equal-weighted indices by 10.27%[4] Group 2: New ETF Issuance and Fundraising - As of September 20, 2024, 22 new index funds were filed, including 10 China Securities A500 ETFs, with a focus on broad-based and dividend strategies[9] - A total of 20 new public funds were established this week, raising a total of 11.732 billion yuan, with 9 new index funds raising 8.522 billion yuan[11] - Six new index funds are set to launch next week, including the China Securities Hong Kong Stock Connect Innovative Drug Index A[18] Group 3: ETF Fund Flows - As of September 20, 2024, net inflows for A-share ETFs were 19.451 billion yuan, while bond ETFs experienced net outflows of 4.57 billion yuan[22] - The broad-based ETF category saw a net inflow of 18.605 billion yuan, with the CSI 300 ETF leading with an inflow of 9.397 billion yuan[25] - The commodity ETF category had a net outflow of 9.69 billion yuan, primarily from gold ETFs[36]

指数基金投资+:鑫选ETF策略超额收益+9.11% - Reportify