Core Viewpoint - The first batch of North Exchange 50 index funds has performed well in their three years since launch, with all eight products showing positive returns, the highest being 66.65% [2][4]. Performance of North Exchange 50 Index Funds - As of December 5, the eight North Exchange 50 index funds launched in December 2022 have an average net value growth rate of 41.15%, with the highest at 66.65% [4]. - The funds benefited from the recovery of liquidity discounts in North Exchange stocks and the overall market rebound over the past year [4]. - The North Exchange 50 index funds provide a channel for ordinary investors to participate in North Exchange stocks, which have certain investment thresholds [4]. Market Expansion and Fund Size - By the end of Q3 this year, the number of North Exchange 50 index funds has expanded to nearly 30, with a total scale exceeding 12.5 billion, a growth of 171.73% compared to the end of 2022 [5]. - Seven of the initial eight funds are currently in a "suspension of large subscriptions" status due to liquidity constraints in individual stocks [6]. Valuation and Investment Value - The valuation of the North Exchange 50 index has significantly increased due to improved liquidity and the entry of institutional funds, with the valuation now at a higher level compared to the previous two years [8]. - Despite being higher than the main board, the valuation of the North Exchange 50 index is supported by growth potential, with the number of listed companies and market capitalization increasing over threefold [9]. - The index is characterized by a strong representation of emerging industries supported by national policies, such as electric equipment, computers, and biomedicine, which are expected to drive future performance [10].
最高赚超66%,首批北证50成份指数基金三年了
中国基金报·2025-12-07 14:22