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基金业绩比较基准变更
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年内30余只基金变更业绩比较基准
news flash· 2025-05-13 02:14
鹏华普天债券基金公告称,决定自2025年5月13日起,调整基金的业绩比较基准,原约定的业绩比较基 准"中证综合债指数收益率",现拟变更为"中债综合全价(1年以下)指数收益率"。数据显示,今年以来, 已有30余只基金变更业绩比较基准。近期,证监会发布《推动公募基金高质量发展行动方案》,强化了 业绩比较基准的约束作用,将业绩比较基准与基金公司的收入和基金经理的薪酬考核挂钩。(人民财讯) ...
细化标准、匹配投资策略,年内超70只基金已变更业绩比较基准
Bei Jing Shang Bao· 2025-05-11 11:04
Group 1 - The core viewpoint of the article is that several funds are changing their performance benchmarks to better reflect their risk-return characteristics and investment strategies [1][4][5] - On May 9, 2023,浦银安盛基金 announced changes to the performance benchmarks of three bond funds, indicating a trend of adjusting benchmarks across the industry [4][5] - As of May 11, 2023, a total of 73 funds have changed their performance benchmarks this year, including various types such as equity mixed funds and bond funds [5][6] Group 2 - The adjustments in performance benchmarks are primarily driven by fund managers' considerations of more appropriate benchmarks in light of changes in investment direction [5][6] - The China Securities Regulatory Commission (CSRC) has emphasized the need to strengthen the constraints of performance benchmarks in its recent action plan for the high-quality development of public funds [7][8] - The CSRC aims to establish regulatory guidelines for setting, modifying, disclosing, and continuously evaluating performance benchmarks to ensure they serve their intended purpose effectively [8]