基金多元化配置
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37.71万亿公募增长密码:权益类持续回暖,多元配置趋势深化
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-29 13:08
近日,中国证券投资基金业协会发布数据显示,截至2025年12月底,我国公募基金总规模攀升至37.71 万亿元,较上月增加约6957.48亿元,连续第九个月创下历史新高。 股票型基金同样表现亮眼,规模增长超2500亿元。同期,混合型基金、基金中基金(FOF)以及合格境 内机构投资者(QDII)基金规模也均实现不同幅度增长。 而混合型基金份额虽略有减少,但净值由3.6万亿元增至3.68万亿元,增幅4.73%。此外,FOF(基金中 基金)单月增超88亿元,规模连续四个季度环比抬升。 据21世纪经济报道记者统计,2025年全年公募基金规模激增4.89万亿元,增幅达14.9%。 从全年整体增长结构看,2025年各类基金规模均实现正增长。其中,债基规模大增60%,股票型基金大 增36%。 规模近38万亿元 近日,中国证券投资基金业协会发布的最新数据显示,截至2025年12月底,我国公募基金总规模攀升至 37.71万亿元,较前一月增长约6957.48亿元。 这已是该规模连续第九个月刷新历史纪录。从2025年4月底的33.12万亿元增长至2025年12月底的37.71万 亿元。 与2024年末的32.83万亿元相比,2025 ...
每日钉一下(基金投顾,是如何发展起来的?)
银行螺丝钉· 2025-12-19 14:03
Group 1 - The article discusses the importance of diversifying investments across different asset classes, including both RMB and foreign currency assets, as well as stocks and bonds, highlighting the role of US dollar bond funds in this strategy [2] - A free course is offered to educate investors on the investment knowledge related to US dollar bond funds, including course notes and mind maps for efficient learning [2] Group 2 - The development of fund advisory services in China is traced back to its origins in overseas markets, where it has been established for decades, indicating a growing demand for such services in response to market evolution and client needs [5] - Initially, money market funds gained popularity due to their low risk and ease of access, leading to rapid growth in assets under management, which later slowed as interest rates declined, paving the way for the rise of actively managed funds [6] - The emergence of star fund managers in the 1980s and 1990s in the US stock market led to increased investor interest in funds over individual stock trading, but as the number of fund managers grew, the challenge of selecting the right manager became significant [7] - Fund advisory services began to address the need for diversified investment and asset allocation, providing a basket of funds to mitigate risks associated with individual fund managers and offering additional services like investment strategies and profit-taking advice [8] - The competition among fund advisors has driven down overall costs, leading to the growth of index funds, with top advisors managing trillions of dollars and charging low fees, thus reshaping the investment landscape [9]