多只基金宣布限购
中国基金报·2026-01-13 06:16

Core Viewpoint - The article discusses the recent trend of mutual funds in China implementing subscription limits on popular products due to a booming market, aiming to control fund size and maintain investment strategy effectiveness [2][3][4]. Group 1: Subscription Limits - Yongying Fund announced a subscription limit for its two popular products, Yongying High-end Equipment Selection and Yongying Information Industry Selection, effective January 14, 2026, with a limit of 1 million RMB for individual investors [6][9]. - Other fund companies, including China Europe, Ping An, and Morgan, have also announced subscription limits for their high-performing funds, reflecting a cautious approach in light of the strong market performance [3][11]. Group 2: Fund Performance - As of January 12, the Yongying High-end Equipment Selection fund, managed by Zhang Lu, achieved a one-year net value growth of 158.86%, ranking 9th out of 4444 in its category, and a three-year growth of 107.39%, placing it in the top 2% [8]. - The fund's strategy focuses on the latest generation of robots and the supportive policies for the robotics industry in China, which are expected to create a significant market opportunity [8]. Group 3: Market Context - The article highlights that as of January 12, 1450 active equity funds and 867 passive index funds reached new net value highs, indicating a strong start to the year for the A-share market [11]. - Nearly 30 equity funds have announced subscription limits as of January 13, reflecting fund managers' cautious attitudes towards the recent performance and a focus on stable growth and sustained profitability for investors [11].