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限购松绑叠加费率优惠 吸引节后理财资金入市
Zheng Quan Ri Bao· 2026-02-24 15:44
Group 1 - The core viewpoint of the news is that multiple fund management companies have lifted restrictions on large subscriptions for several products, indicating a significant relaxation of liquidity control in the market [1][2] - As of February 24, the number of funds with subscription limits decreased from 1453 to 1340, and the average subscription limit increased from 9.24 million to 11.74 million, reflecting a clear trend of loosening restrictions [2] - The relaxation primarily affects bond, money market, and mixed funds, showcasing the confidence of institutions in current market allocation value and their intention to attract new investment [2][3] Group 2 - Concurrently with the lifting of subscription limits, fund companies have introduced fee discount activities in collaboration with distribution agencies to lower the entry costs for investors [3] - The dual measures of relaxing subscription limits and offering fee discounts send a positive signal to the market, indicating the industry's proactive approach to attract long-term capital and enhance the investor experience [3][4] - The recent actions in the fund market reflect a return to an "investor-centric" approach, providing easier access for ordinary investors and reducing investment costs, while emphasizing the importance of aligning product choices with individual risk tolerance [4]
关于财通证券资产管理有限公司旗下公募基金在直销渠道 开展认(申)购费率优惠活动的公告
现将有关事项公告如下: 一、适用对象 为更好地向投资者提供服务,财通证券资产管理有限公司(以下简称"本公司")决定针对旗下公募基金 产品在直销渠道开展认(申)购费率优惠活动。 财通证券资产管理有限公司网址:https://www.ctzg.com 财通证券资产管理有限公司客服热线:400-116-7888 财通证券资产管理有限公司客服邮箱:service@ctzg.com 适用于本公司管理的在本公司直销渠道开通认(申)购业务的旗下所有公募基金产品。如本公司新增公 募基金产品并在直销渠道开通认(申)购业务的,将同时适用本公告。 二、费率优惠活动安排 1、自2026年2月24日(含)起,投资者通过本公司直销渠道(包括本公司直销柜台及本公司网上直销交 易平台)办理本公司旗下公募基金产品的认(申)购业务(含转换转入、定投)时,免收认(申)购 费。 2、本次调整不影响基金的其他费用和收费模式。 三、重要提示 1、费率优惠活动内容的解释权归本公司所有,费率优惠活动开展期间,本公司可以调整适用基金范 围、业务办理的相关规则及流程,并进行公告。 2、本次优惠活动的开始、结束及调整以本公司公告为准。 3、投资者可以通过以下途径 ...
兴证全球基金管理有限公司关于旗下公募基金产品直销渠道认(申)购费优惠活动的公告
Group 1 - The company is launching a fee waiver promotion for investors who subscribe to its public fund products through direct sales channels, effective from January 26, 2026 [1][2] - From January 26, 2026, investors will be exempt from front-end subscription fees for both regular and new fund subscriptions via the company's direct sales channels [2] - Starting January 28, 2026, existing holders of back-end fee funds will also be exempt from back-end subscription fees when redeeming their shares [2][3] Group 2 - The fee waiver promotion does not affect other fees or the overall fee structure of the funds [3] - The company reserves the right to interpret the details of the fee waiver promotion, and any adjustments will be communicated through official announcements [3] Group 3 - The company announced a change in the full name and abbreviated name of the "Xingquan CSI 300 Quality ETF," effective January 26, 2026 [6] - The fund's full name will change to "Xingquan CSI 300 Quality ETF," and the abbreviated name will change to "300 Quality ETF Xingquan" [6][7] - This name change will not adversely affect the interests of fund shareholders and does not require a shareholder meeting [7]
平安基金管理有限公司旗下部分基金2025年第四季度报告提示性公告
Group 1 - The company announces the addition of China Ping An Life Insurance Co., Ltd. as a sales institution for the Ping An CSI Satellite Industry Index Securities Investment Fund Class E shares starting from January 22, 2026 [3][4] - Investors can perform various operations such as account opening, subscription, redemption, regular investment, and conversion through the newly added sales institution [4] Group 2 - The company provides a fee discount for investors who subscribe or regularly invest in the fund through the sales institution, with the discount terms determined by the sales institution [7] - The company does not impose restrictions on the discount rates for subscription fees, regular investment fees, and conversion fees, which are executed based on the sales institution's provided discount [7]
英大基金管理有限公司关于旗下部分开放式基金 增加上海万得基金销售有限公司为销售机构的公告
Group 1 - The core announcement is about the addition of Shanghai Wind Fund Sales Co., Ltd. and CITIC Bank as sales agencies for certain open-end funds managed by Yingda Fund Management Co., Ltd., effective January 20, 2026 [1][4] - Investors can perform various transactions such as account opening, subscription, redemption, and regular investment through these new sales agencies, and may also participate in promotional fee discount activities [1][4] - Specific funds available for sale through these agencies include Yingda Anxin 66-Month Regular Open Bond and Yingda Tongyou One-Year Regular Open Bond, which are currently in a closed period and not available for subscription [1][4] Group 2 - The announcement includes details about the fee discount activities available for investors who subscribe to the listed funds through the new sales agencies, with specific discount rates and periods to be announced by the agencies [3][6] - Investors are advised to understand the differences between regular investment and other savings methods, emphasizing that regular investment does not guarantee returns and is not equivalent to savings [2][5] - The management company emphasizes its commitment to managing fund assets with diligence and integrity, but does not guarantee profits or minimum returns from the funds [3][7]
东财基金管理有限公司关于旗下基金参与兴业证券股份有限公司 认购、申购(含定期定额投资)费率优惠活动的公告
Core Viewpoint - Dongcai Fund Management Co., Ltd. is participating in a fee discount activity for fund subscription and purchase through Industrial Securities Co., Ltd. to better meet investors' financial needs [1]. Group 1: Applicable Time - The duration of the fee discount is subject to the announcement by Industrial Securities [1]. Group 2: Applicable Fund Range - The fee discount applies to fund products sold by Dongcai Fund through Industrial Securities starting from the date the fund is available for sale [2]. Group 3: Fee Discount Plan - During the fee discount period, there are no restrictions on the discount rates for subscription and purchase (including regular investment) through Industrial Securities, with specific rates to be announced by Industrial Securities [3]. Group 4: Applicable Investors - The fee discount is available to investors who subscribe or purchase the aforementioned funds through Industrial Securities [4]. Group 5: Important Notes - Detailed information about the funds and original fee rates can be found in the relevant legal documents such as fund contracts and prospectuses [5][6]. - Any changes to the fee discount plan and applicable time will be based on the latest announcements from Industrial Securities [5]. Group 6: Inquiry Channels - Investors can consult details through Dongcai Fund Management Co., Ltd. and Industrial Securities Co., Ltd. via their respective customer service numbers and websites [7].
关于招商添福1年定期开放债券型证券投资基金 第四个开放期开放申购赎回及转换业务的公告
Group 1 - The announcement details the fourth open period for the招商添福 1-Year Regular Open Bond Fund, which will allow subscription, redemption, and conversion from January 7, 2026, to January 20, 2026 [2][6] - The fund operates on a closed-open basis, with each closed period lasting one year, and the next closed period starting from January 21, 2026, until January 20, 2027 [1][2] - Investors eligible to participate include individual investors, institutional investors, qualified foreign investors, and others permitted by regulations [3] Group 2 - The fund's open period will last a minimum of 2 working days and a maximum of 20 working days, with specific dates announced by the fund manager [2][5] - In case of force majeure or other circumstances preventing timely opening, the open period will be adjusted accordingly [2][5] - The fund will not accept subscription, redemption, or conversion requests during the closed periods [1][2] Group 3 - The minimum subscription amount during the open period is set at 1 yuan for most channels, with a higher minimum for direct sales [7][30] - Subscription fees are applicable and calculated based on the subscription amount, with different rates for different amounts [8][32] - Redemption requests must be for at least one share, and specific conditions apply for large redemptions [9][37] Group 4 - The fund will disclose its net asset value and cumulative net asset value on the following day after each open day starting from January 7, 2026 [19][50] - The announcement emphasizes that the fund manager may adjust fees or rates within the legal framework and will notify investors accordingly [21][41] - Investors are encouraged to read the fund contract and prospectus for detailed information [20][51]
关于基金电子直销平台延长“微钱宝”账户交易费率优惠活动的公告
Group 1 - The company has extended the promotional period for the "Micro Money Treasure" account transaction fee rate discount activity until December 31, 2026 [1] - The promotional activity allows investors to enjoy a subscription or purchase fee rate discount of 0.1% for open-end fund products through the "Micro Money Treasure" account from January 1, 2026, to December 31, 2026 [1] - The company reserves the right to adjust the fee discounts and applicable scope, and will announce any changes in accordance with relevant regulations [1] Group 2 - The company has also extended the 40% fee rate discount for transactions using the Industrial and Commercial Bank of China (ICBC) direct settlement method until December 31, 2026 [4] - This discount applies to investors using the ICBC direct settlement method for fund transactions through the company's electronic trading platform from January 1, 2026, to December 31, 2026 [6] - The discount allows for a 40% reduction on subscription or regular investment fees, with specific conditions regarding minimum fee rates [6] Group 3 - The company announced the resumption of large subscription and large regular investment services for the Huaan Greater China Upgraded Equity Fund starting January 5, 2026 [8] - Investors are advised to make trading arrangements in advance to avoid inconveniences due to holiday reasons [9] - The company provides multiple channels for investors to inquire about detailed information, including its website and customer service hotline [10] Group 4 - The company has extended the sales service fee rate discount for certain fund share categories until December 31, 2026 [11] - The promotional period for this activity is also from January 1, 2026, to December 31, 2026 [11] - Investors are encouraged to read the relevant legal documents and announcements for detailed information regarding the funds [12]
东财基金管理有限公司关于旗下基金参与 国新证券股份有限公司认购、申购(含定期定额投资)费率优惠活动的公告
Core Viewpoint - Dongcai Fund Management Co., Ltd. is participating in a fee discount activity for fund subscription and purchase through Guoxin Securities to better meet investors' financial needs [1] Group 1: Applicable Time - The duration of the fee discount is subject to the announcement by Guoxin Securities [1] Group 2: Applicable Fund Range - The fee discount applies to fund products sold by Dongcai Fund through Guoxin Securities starting from the date the fund is available for sale [2] Group 3: Fee Discount Plan - During the fee discount period, there are no restrictions on the discount rates for subscription and purchase of the funds through Guoxin Securities, with specific rates to be announced by Guoxin Securities [3] Group 4: Applicable Investors - The fee discount is available to investors who subscribe or purchase the aforementioned funds through Guoxin Securities [4] Group 5: Important Notes - Detailed information about the funds and original fee rates can be found in the relevant legal documents and announcements from the company [5] - Any changes to the fee discount plan and applicable time will be based on the latest announcements from Guoxin Securities [5][6] Group 6: Inquiry Channels - Investors can contact Dongcai Fund Management Co., Ltd. or Guoxin Securities for more details through provided customer service numbers and websites [7]
华商基金管理有限公司关于旗下部分基金2026年非港股通交易日暂停申购赎回等交易类业务的公告
Xin Lang Cai Jing· 2025-12-24 19:52
Group 1 - The company announces the suspension of certain fund transactions on non-Hong Kong Stock Connect trading days in 2026 to ensure stable fund operations and protect the interests of fund shareholders [1][2] - The applicable funds for this suspension include any new funds issued by the company in 2026 that participate in Hong Kong Stock Connect trading [1] - The suspension period is from January 1, 2026, to December 31, 2026, on non-Hong Kong Stock Connect trading days, during which fund subscription, redemption, regular investment, fund conversion, and transfer will not be available [1] Group 2 - The company will adjust and announce changes if there are modifications to the non-Hong Kong Stock Connect trading day arrangements [2] - Investors are advised to make trading arrangements in advance to avoid inconvenience due to holiday reasons [2]