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基金降费潮持续推进,年管理费率0.15%及以下产品超千只
Huan Qiu Wang· 2025-06-06 02:41
除此之外,6月以来东兴安盈货币基金、东方臻萃3个月定开债券、嘉合磐恒债券等纷纷调整费率,管理费率调整 至0.18%—0.5%,托管费率降低至0.05%。同时,还有多只公募大集合产品也相应调低了费率水平。 回溯本轮基金降费潮,其始于2023年7月。当时证监会发布《公募基金行业费率改革工作方案》,明确公募基金费 率改革分"三步走":降管理费、降交易佣金、降销售服务费。如今进入2025年,费率改革已推进至第三步。 Wind统计显示,截至目前,年管理费率在0.15%及以下的基金数量已超过1000只(不同份额合并计,下同),以 股票指数基金、债券基金和货币基金为主。而年托管费率在0.05%及以下的基金数量超过2100只,同样以股票指 数基金、债券基金和货币基金为主。此次基金降费潮的持续推进,不仅为投资者降低了投资成本,也有助于推动 基金行业更加健康、有序地发展。(南木) 【环球网财经综合报道】进入6月以来,已有近10只基金官宣降费,其中债券基金居多。6月5日,中信建投基金发 布公告,经与基金托管人宁波银行协商一致,自6月9日起,将中信建投稳泰一年定开债的托管费率由0.1%调降至 0.05%。同日,浙商证券资管宣布,浙商 ...
基金密集出手降费 低费率基金超千只
news flash· 2025-06-05 05:06
智通财经6月5日电,近期,又一批基金出手降费。仅6月以来,便有近10只基金官宣降费,其中以债券 型产品居多。截至目前,年管理费率在0.15%及以下的基金数量已超过1000只(不同份额合并计,下 同),以股票指数基金、债券基金和货币基金为主。年托管费率在0.05%及以下的基金数量则已超过 2100只,也以股票指数基金、债券基金和货币基金为主。其中,部分货币基金的托管费率低至0.04%。 业内人士提醒,需理性看待降费,不要单纯追求低利率,基金长期业绩和风险控制更为关键。 (中国基 金报) 基金密集出手降费 低费率基金超千只 ...
公募降费进行时:超千只基金年管理费率不超0.15%
Zheng Quan Ri Bao· 2025-05-25 16:19
本报记者 方凌晨 5月份以来,易方达基金管理有限公司(以下简称"易方达基金")、华夏基金管理有限公司(以下简称"华夏基金")、鹏 华基金管理有限公司(以下简称"鹏华基金")等多家头部公募机构宣布调低旗下部分基金产品的管理费率或托管费率。 近年来,公募基金行业的降费行动稳步推进。目前管理费年费率在0.15%及以下的产品数量达到1009只。在受访业内人士 看来,公募基金行业降费行动有利于降低投资者投资成本,提高投资者获得感。未来公募机构需重视增强自身投研实力。 公募降费稳步推进 近年来,在监管部门的引导下,公募基金行业的降费行动稳步推进,降费效果显著。Wind资讯数据显示,截至5月25日, 目前管理费年费率在0.15%及以下的产品数量已达到1009只。 具体来看,5月上旬,易方达基金率先宣布调低旗下两只债券基金的管理费年费率。其中,易方达中债新综合债券指数发 起式证券投资基金(LOF,上市型开放式基金)的基金管理费年费率由0.30%调低至0.15%;易方达投资级信用债债券型证券投 资基金的基金管理费年费率由0.35%调低至0.30%。 此后,交银施罗德基金管理有限公司宣布自2025年5月9日起调低交银施罗德安心收 ...
6600字复盘|“基金降费”冲击波,路在何方?
Sou Hu Cai Jing· 2025-05-04 05:11
Core Viewpoint - The article draws parallels between the ride-hailing market's evolution from 2020 to 2023 and the public fund industry, highlighting the challenges faced by smaller companies amid a competitive landscape and declining profits. Group 1: Ride-Hailing Market Overview - The ride-hailing market experienced significant fluctuations from 2020 to 2023, transitioning from a subsidy war to a focus on driver retention and cost-cutting as the market contracted [6][7]. - In 2020, the ride-hailing industry was in its "golden age," with platforms offering high rewards to attract drivers, leading to increased earnings for drivers [11][12][16]. - By 2021, the market saw the emergence of new players and aggressive promotional strategies, such as "zero commission" offers, which significantly boosted driver earnings [17][20][21]. Group 2: Market Contraction and Challenges - The ride-hailing market began to saturate by 2022, leading to increased competition and a decline in demand, which resulted in many smaller platforms struggling to survive [31][34][35]. - The economic downturn in 2023 exacerbated the situation, with a surge of new drivers entering the market while passenger demand decreased, leading to a significant drop in earnings for existing drivers [38][44]. Group 3: Public Fund Industry Parallels - The public fund industry has mirrored the ride-hailing market's trajectory, experiencing a boom followed by a downturn, with many fund companies facing pressure to reduce fees and cut costs [45][55]. - As the market for public funds contracted, smaller firms began to struggle, with some even shutting down operations or significantly downsizing [48][53][55]. - The competitive landscape in the public fund industry has led to a "survival of the fittest" scenario, where larger firms continue to thrive while smaller ones face extinction [77].