Group 1 - The report highlights a shift in A-share ETF investments towards net buying, with a recommendation to focus on innovative drug ETFs [2][3] - The "Xinxuan ETF Absolute Return Strategy" has shown impressive performance, achieving a total return of 46.92% since the beginning of 2024, outperforming equal-weighted ETFs by 12.35% [10][33] - The "All-Weather Multi-Asset Risk Parity Strategy" has yielded a return of 22.65% with a maximum drawdown of 3.62% since the beginning of 2024 [12][33] Group 2 - The report tracks the new issuance of index funds, noting that 38 new public funds were established this week, raising a total of 233.14 billion yuan, with 26 index funds accounting for 167.53 billion yuan [38] - The report details the net inflow of funds into various asset class ETFs, with A-share ETFs seeing a net redemption of 10.1 billion yuan, while bond ETFs experienced a net inflow of 117.4 billion yuan [46][51] - The "High Prosperity/Dividend Rotation Strategy" has achieved an annualized return of 23.31% since the beginning of 2021, significantly outperforming equal-weighted indices [24][33]
指数基金投资+:A股ETF转为净买入,推荐关注创新药ETF
Huaxin Securities·2025-08-24 14:04