- The report tracks the performance of various enhanced index funds, including Huatai-Pinebridge CSI 500 Enhanced A (014305.OF) with an excess return of 1.23% over the benchmark last week[5][39] - The report highlights the performance of different enhanced strategy ETFs, such as the ChinaAMC CSI 1000 Enhanced Strategy ETF (159680.OF) which achieved an excess return of 0.71% last week and 14.58% over the past year[25][26] - The report mentions that among the CSI 1000 Enhanced Index Funds, Dacheng CSI 1000 Enhanced A (018661.OF) had the best performance over the past year with an excess return of 17.07%[40]

Group 1 - The Morgan CSI A500 Enhanced Strategy ETF, the first of its kind, officially launched on April 21, 2024, with a fundraising cap of RMB 2 billion, running until April 30, 2024 [1] - The Enhanced Strategy ETF combines active management and passive investment, aiming to effectively track the CSI A500 index while seeking to achieve superior investment returns through quantitative methods and strict risk control [1] - The CSI A500 index includes 500 securities with large market capitalization and good liquidity, reflecting the overall characteristics of representative listed companies across various industries [1] Group 2 - The CSI A500 index has an annualized return of 7.71% and an annualized volatility of 25.34% from December 31, 2004, to April 10, 2025, outperforming the CSI 300 index and exhibiting higher elasticity with lower volatility [1] - Morgan Asset Management's China Index and Quantitative Product Line is continuously improving, covering various product types including passive indices, Smart Beta, index enhancement, and active quant strategies [2] - As of December 31, 2024, Morgan Asset Management is the second-largest active ETF manager globally, with a total global ETF management scale of USD 226 billion (approximately RMB 1.6 trillion) [2]