业绩决定费率
Search documents
嘉实成长共赢混合5月27日起首发
Zhong Zheng Wang· 2025-05-27 07:05
Group 1 - The core viewpoint of the news is the launch of the Jiashi Growth Win Mixed Fund, which introduces a performance-based fee structure aimed at enhancing the quality of public fund management [1][2] - The fund's management fee will be more refined, based on individual investor's holding time and annualized return, allowing for a personalized fee structure [1] - The fund's management fee will be set at 1.2% for investments held for less than one year, while for those held longer, it will vary based on performance, with three tiers based on returns relative to a benchmark [1] Group 2 - The fund's performance benchmark is a combination of the CSI 800 Growth Index (70%), the Hang Seng Index (10%), and the China Bond Composite Wealth Index (20%) [3] - The appointed fund manager, Li Tao, has a strong background in TMT research and 16 years of investment experience, focusing on high-growth industries and leading companies [3] - Li Tao's investment style emphasizes identifying leading firms in rapidly growing sectors and quality cyclical companies poised for recovery [3]