创新浮动费率模式

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近15亿元!南方基金旗下创新浮动费率基金成立
Xin Lang Ji Jin· 2025-06-25 02:08
Group 1 - The core viewpoint of the news is the launch of the Southern Rui Xiang Mixed Securities Investment Fund, which has raised 1.458 billion yuan with 24,744 subscriptions, highlighting the market's recognition of its innovative floating fee structure and professional management team [1][2] - The fund adopts a floating management fee model linked to performance benchmarks, breaking away from traditional fixed fee structures, thereby aligning the interests of investors and managers through a "shared returns, shared risks" mechanism [1] - The fund features a dual fund manager configuration, with managers Li Jinwen and Yuan Li, who complement each other’s investment strategies, focusing on quality value investment and enhancing research coverage for long-term stable returns [1] Group 2 - The Southern Rui Xiang fund has been included in the "CITIC Excellent Products" pool, which aims to optimize asset allocation tools by leveraging the expertise and resources of CITIC's financial subsidiaries [2] - The successful fundraising of the Southern Rui Xiang fund reflects the market's approval of its innovative fee model and professional team, with future plans to collaborate with partners like CITIC Bank and CITIC Securities to prioritize investor interests [2]
“中信优品”严选,南方基金旗下创新浮动费率基金结募
Xin Lang Ji Jin· 2025-06-20 10:49
Group 1 - The core viewpoint of the news is the launch and successful fundraising of the Southern Rui Xiang Mixed Securities Investment Fund, which features an innovative floating fee rate model linked to performance benchmarks, enhancing alignment between investors and fund managers [1][2] - The fund has been included in the "CITIC Excellent Products" pool, which focuses on optimizing asset allocation tools by leveraging the expertise and resources of various CITIC financial subsidiaries [2] - The fund employs a dual fund manager system, with managers Li Jinwen and Yuan Li, who complement each other’s investment strategies, focusing on quality value and sustainable company growth [1] Group 2 - The innovative floating fee rate model aims to share profits and risks between investors and managers, responding to the demand for high-quality development in public funds [1] - The successful fundraising reflects market recognition of the innovative fee structure and the professional team behind the fund [2] - Southern Fund plans to continue collaborating with partners like CITIC Bank and CITIC Securities to prioritize investor interests and seek long-term value in volatile markets [2]