A股重磅！剑指基金“风格漂移”，主题投资规范性文件来了

Core Viewpoint - The article discusses the increasing attention on thematic funds in the investment market, highlighting the need for regulatory guidelines to manage their investment styles and ensure compliance with stated objectives [1][2]. Group 1: Regulatory Guidelines - The Asset Management Association of China has drafted the "Guidelines for the Management of Thematic Investment Styles of Publicly Raised Securities Investment Funds" to standardize the management of thematic investment funds [2][3]. - The guidelines require that the names of thematic investment funds clearly indicate their investment direction and align with the investment objectives stated in the fund contracts [2][3]. Group 2: Style Library Establishment - The guidelines mandate the establishment of a "style library" for thematic investment funds, which will include securities that meet specific investment directions [3][4]. - The criteria for inclusion in the style library will vary based on market capitalization, industry classification, and macroeconomic indicators, with a preference for data from authoritative sources [3][4]. Group 3: Monitoring and Compliance - Fund managers are required to implement strict approval processes for the establishment and updates of the style library, ensuring compliance with the fund contract [5][6]. - Fund managers must actively monitor investment behaviors and make timely adjustments if there are significant deviations from the stated investment direction [5][6]. Group 4: Responsibilities of Fund Custodians - Fund custodians are tasked with establishing a supervision mechanism for thematic investment funds, ensuring that the style library and investment directions are clearly defined and adhered to [7]. - Custodians must review the style library within five trading days of receipt and ensure compliance with the fund contract, providing timely feedback to fund managers if discrepancies are found [7].