易方达基金公告，易方达如意盈安6个月持有混合发起式（FOF）正式成立，发行规模超58亿元，是四季度以来募集规模最大的新基金，也是年内第四只 发行规模超50亿元的公募FOF。 据了解，这只新基金的托管行为有"零售之王"之称的招商银行，属于招行"TREE长盈计划"的一员，定位为中低波动产品。今年以来，FOF诞生多只"爆 款"产品，其中不少在"长盈计划"中。 【导读】易方达如意盈安6个月持有期混合FOF募集规模超58亿元 中国基金报记者 方丽 孙晓辉 新基金发行市场再现小"爆款"。 公告显示，该基金于2015年11月18日正式成立，有效认购总户数为24688户，募集规模为58.48亿份。其中，基金管理人固有资金持有1000.16万份，占基金 总份额比例为0.17%。 11月14日，易方达如意盈安6个月持有混合FOF发布提前结束募集的公告。该基金自11月10日开始募集，原定募集截止日为11月21日，后提前至11月14 日。 募集规模超58亿元 公募FOF发行再现小"爆款" 公募FOF发行再现小"爆款"。 11月19日，易方达基金发布易方达如意盈安6个月持有混合发起式（FOF）基金合同生效公告。 | 基金名称 | 易方 ...

【导读】易方达如意盈安6个月持有期混合FOF募集规模超58亿元 中国基金报记者 方丽 孙晓辉 新基金发行市场再现小 " 爆款 " 。 易方达基金 公告， 易方达如意盈安6个月持有混合发起式（FOF） 正式成立， 发行规模超58亿元，是四季度以来募集规模最大的新基 金，也是年内第 四 只发行规模超50亿元的公募FOF。 据了解，这只新基金 的 托管行为有"零售之王"之称的招商银行，属于 招行"TREE长盈计划"的一员，定位 为 中低波动 产品 。 今年以 来，FOF诞生多只" 爆款 " 产品 ，其中不少在"长盈计划"中 。 募集规模超58亿元 公募FOF发行再现小 " 爆款 " 公募FOF发行再现小 " 爆款 " 。 11月19日，易方达基金发布易方达如意盈安6个月持有混合发起式（FOF）基金合同生效公告。 公告显示，该基金于2015年11月18日正式成立，有效认购总户数为24688户，募集规模为58.48亿份。其中，基金管理人固有资金持有 1000.16万份，占基金总份额比例为0.17%。 11月14日，易方达如意盈安6个月持有混合FOF发布提前结束募集的公告。该基金自11月10日开始募集，原定募集截止日为1 ...

Core Insights - The demand for low-volatility, absolute return products is increasing among investors due to market fluctuations and declining interest rates [1][3] - The launch of the Silver华多策略稳健三个月持有期混合 (FOF) fund is seen as a timely addition to the investment tools available for equity market participants [1][3] Fund Characteristics - The fund aims to invest at least 80% of its assets in publicly offered funds approved by the China Securities Regulatory Commission, with equity funds comprising 5%-40% of the total assets [1] - Unlike traditional FOFs, this fund employs a combination investment strategy to reduce volatility while striving for returns that exceed performance benchmarks [1][2] - The fund utilizes financial engineering and multi-strategy gains to achieve higher returns compared to traditional portfolios [1][2] Manager Expertise - The proposed fund manager, Song Zuqiang, has extensive experience in asset allocation and has developed a mature investment framework [2][5] - Song's investment style focuses on contrarian undervaluation and balanced diversification, utilizing quantitative methods for asset allocation and fund selection [2][5] Market Context - The "Action Plan for Promoting High-Quality Development of Public Funds" emphasizes the creation of low-volatility, asset allocation products to meet diverse investor needs [3] - The rebound in the equity market has revitalized public FOFs, with the 万得偏股混合型FOF index rising 23.52% year-to-date, outperforming the沪深300 index which increased by 19.24% [3] - Factors such as favorable policy changes, the onset of a Federal Reserve rate cut cycle, and improved China-U.S. trade relations are expected to support a gradual upward trend in A-shares [3]

Group 1 - The fund is named "Oriental Red Xin Heng Stable Allocation 3-Month Holding Period Mixed Fund of Funds (FOF)" and has been approved for registration by the China Securities Regulatory Commission (CSRC) [1][13] - The fund has a minimum fundraising amount of 200 million units and a minimum fundraising amount of 200 million RMB, excluding interest [19] - The fund will be open for subscription from November 10, 2025, to November 21, 2025, and the fundraising period may be extended or shortened based on actual conditions, not exceeding three months [22] Group 2 - The fund is a mixed fund of funds with a three-month lock-up period for each fund share, during which no redemption or transfer is allowed [14][17] - The fund offers two classes of shares: Class A and Class C, with different fee structures for subscription and service fees [4][27] - The fund's investment objective is to achieve long-term stable appreciation of net assets through a prudent investment style [17] Group 3 - The fund's management company is Shanghai Oriental Securities Asset Management Co., Ltd., and the custodian is Ningbo Bank Co., Ltd. [4][51] - The fund is available for individual investors, institutional investors, qualified foreign investors, and other investors permitted by laws and regulations [18] - The fund's sales channels include direct sales through the management company's center and online trading systems, as well as various distribution agencies [20][53]

Core Insights - The public fund FOF (Fund of Funds) named Huatai Bairui Yingtai Stable 3-Month Holding sold out on its launch day, achieving a scale of over 5 billion yuan [1][3][5] - The strong sales of public FOFs are largely attributed to robust distribution channels, particularly through China Merchants Bank [1][8] - The current low-interest-rate environment has created opportunities for multi-asset allocation, making FOF products more appealing to investors [1][7] Fund Details - Huatai Bairui Yingtai Stable 3-Month Holding is a mixed-type FOF with a balanced investment strategy, limiting equity investments to no more than 30% of the fund's assets, while focusing on bond funds as core underlying assets [5] - The fund's manager is Dou Xiaoman, and it was initially set to raise funds from October 23 to October 31 but closed early on October 23 due to high demand [3][5] Market Trends - In October alone, three FOFs have been established with scales exceeding 2 billion yuan, all distributed through China Merchants Bank [1][8] - A total of 11 FOFs have been established this year with scales over 1 billion yuan, with the highest exceeding 6.5 billion yuan [8] - The TREE Changying Plan by China Merchants Bank has been instrumental in promoting these FOF products, providing a one-stop asset allocation solution [8]

Group 1 - The fund is named "Fullgoal Zhi Heng Stable 90-Day Holding Period Mixed Fund of Funds (FOF)" and is set to be registered with the China Securities Regulatory Commission (CSRC) on September 28, 2025 [1] - The fund is a mixed fund of funds with a contract-based open-end operation method, and it has a minimum holding period of 90 days for each fund share [15][1] - The fund will be publicly offered from November 11, 2025, to December 1, 2025, with the possibility of adjusting the fundraising period based on subscription conditions [2][20] Group 2 - The fund's minimum subscription amount is set at RMB 10 (including subscription fees), with different minimum amounts for direct sales and additional subscriptions [3][25] - The fund's minimum total subscription amount is 200 million shares, equating to a minimum fundraising amount of RMB 200 million [21] - The fund is available for individual investors, institutional investors, qualified foreign investors, and other investors permitted by laws and regulations [17][22] Group 3 - The fund's sales institutions include both direct sales and agency sales, with the direct sales managed by Fullgoal Fund Management Co., Ltd. and agency sales by Bank of Communications Co., Ltd. [2][18] - Investors must open a fund account with the management company to subscribe to the fund, and only one account per investor is allowed [2][36] - The fund's shares are priced at RMB 1.00 per share, and the subscription fees for A-class shares will be calculated separately for each subscription application [16][32]

Group 1 - The core point of the news is the increasing popularity of multi-asset FOF (Fund of Funds) products, highlighted by the rapid fundraising success of Huatai-PineBridge's Yingtai Stable 3-Month Holding Mixed FOF, which completed its fundraising in just one day, becoming the fifth such fund to do so this year [1][2] - As of October 22, 2025, a total of 50 new public FOF products have been established this year, surpassing the total of 38 from the entire year of 2024, with a total issuance of 421.07 billion units, indicating a significant increase in market activity and investor demand for diversified investment products in a low-interest-rate environment [2] - The Huatai-PineBridge Yingtai Stable 3-Month Holding Mixed FOF employs a global asset allocation strategy, aiming to balance returns and risks by investing in a mix of low-correlation assets, including equities, bonds, and various funds [2][3] Group 2 - The fund's investment strategy includes allocating 5%-30% of its assets to equity-related investments, maintaining a low volatility investment style, while focusing on high-quality bond funds and exploring overseas bond investment opportunities [2] - The proposed fund manager, Dr. Dou Xiaoman, has 10 years of experience in the securities industry and 5 years in investment management, specializing in quantitative analysis and asset allocation [3] - Huatai-PineBridge Fund, with over 20 years of asset management experience, emphasizes scientific allocation and risk control, continuously enhancing its FOF product line to meet diverse investor needs [3]

Group 1 - The fund is named "Fuguo Hengyi 3-Month Holding Period Mixed Fund of Funds (ETF-FOF)" and is a mixed fund of funds type [15] - The fund will be publicly offered from October 27, 2025, to November 7, 2025, with the possibility of adjusting the fundraising period based on subscription conditions [4][20] - The minimum subscription amount for the fund is set at RMB 10, including subscription fees, while the minimum for direct sales is RMB 50,000 for the first subscription [3][25] Group 2 - The fund has a minimum total subscription amount of 200 million units and a minimum fundraising amount of RMB 200 million [21] - The fund operates as a contract-based open-end fund with an indefinite duration [15][16] - Investors must open a fund account with the management company to subscribe, and only one account per investor is allowed [6][17] Group 3 - The fund's management company is Fuguo Fund Management Co., Ltd., and the custodian is China Merchants Securities Co., Ltd. [52] - The fund's net value may fluctuate due to market volatility, and the management company does not guarantee profits or minimum returns [8][14] - The fund will invest primarily in securities approved by the China Securities Regulatory Commission [10][11]

Core Viewpoint - The newly launched Huaxia Yingtai Stable Six-Month Holding Period Mixed Fund of Funds (FOF) aims to provide a diversified asset allocation tool for investors in a volatile market, addressing challenges such as maintaining returns, capturing market trends, and stabilizing holdings [1][2]. Group 1: Product Features - The fund is designed with a "stable" core positioning, focusing on long-term asset appreciation while strictly controlling risks through professional asset allocation strategies and a comprehensive fund selection system [1][3]. - It employs a dual framework of "diversified asset allocation + risk parity model," extending its asset allocation to various fields including stocks, bonds, and commodities, while dynamically combining strategic and tactical asset allocations to broaden sources of returns [1][3]. - The product features flexible positioning, allowing adjustments to equity asset ratios to enhance defensive attributes during market downturns and capitalize on opportunities when market trends improve [2]. Group 2: Management and Strategy - The proposed fund manager, Li Xiaoyi, has 10 years of experience in the securities industry, focusing on asset allocation research and portfolio management, with a strong theoretical foundation and practical experience [2]. - Huaxia Fund has established an asset allocation department since 2016, managing various types of allocation-based investment operations, including FOFs, and has developed a comprehensive product line covering different FOF types [3]. Group 3: Market Context - The current market environment is characterized by a dual backdrop of "residential assets migrating to financial markets and increased market volatility," positioning FOF products as a core tool for resident asset allocation [3]. - FOF products can effectively reduce overall portfolio risk by allocating to assets with low or even negative correlations, promoting the investment "efficient frontier" towards higher returns and lower risks, thereby creating more stable long-term returns for investors [3].

Core Viewpoint - The article emphasizes the importance of public funds in managing personal pension investments, highlighting the growth of pension fund products and the strategic approach taken by fund managers to ensure long-term stability and risk management [1][4]. Group 1: Market Overview - As of mid-2023, the number of personal pension funds has expanded to 297, with fund of funds (FOF) products reaching 212, indicating a growing market for pension investment [1]. - The total scale of FOF funds has reached 171.1 billion, reflecting a growth of nearly 40 billion, or 30%, since the beginning of the year [4]. Group 2: Investment Strategy - The investment framework consists of three layers: asset allocation based on expected returns and risks, selection of fund managers, and continuous strategy supplementation to manage risk exposure [2]. - The first layer focuses on long-term and short-term asset allocation, with a preference for precious metals due to better expected returns over the long term [2]. - The second layer involves selecting fund managers based on various effective investment strategies available in the A-share market [2]. Group 3: Risk Management - The approach to risk management includes contrarian thinking and emotional management, adjusting risk asset allocation based on market sentiment [3]. - Emphasis is placed on communication with investors to help them understand the relationship between short-term fluctuations and long-term goals [3]. Group 4: Investor Participation - Fund managers suggest three key factors for investors: maximizing tax benefits within the annual contribution limit of 12,000 yuan, selecting suitable products based on age and risk tolerance, and adhering to a long-term investment philosophy [5]. - Young investors are encouraged to choose funds with higher equity ratios, while those nearing retirement should opt for more conservative products [5].