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Group 1 - The core point of the announcement is that Yingda Fund Management Co., Ltd. has signed a fund sales agency agreement with Jiangsu Bank, allowing Jiangsu Bank to sell certain funds starting from July 11, 2025, specifically targeting institutional investors [1][2]. - Investors can perform various transactions such as account opening, subscription, redemption, and regular investment plans for the funds offered by Yingda through Jiangsu Bank, along with participating in fee discount activities [1][3]. - The announcement specifies that certain funds, such as Yingda Anxin 66-Month Regular Open Bond and Yingda Tongyou One-Year Regular Open Bond, are currently in a closed period and will not accept subscriptions or transfers [1]. Group 2 - Yingda Fund Management Co., Ltd. provides a customer service phone number (400-890-5288) and a website (www.ydamc.com) for investor inquiries [2]. - Investors engaging in regular investment plans through Jiangsu Bank must adhere to the bank's specific regulations and should understand the differences between regular investment and traditional savings methods [2]. - The fee discount activity allows investors to benefit from reduced fees when subscribing to the listed funds through Jiangsu Bank, with specific discount rates and periods to be announced by the bank [3].

Group 1 - The article discusses the operational details of the fund management company, including the effective date of the fund contract and the management of various fund types [1][2][3] - It outlines the minimum investment amounts for different types of investors, including individual and institutional investors, with specific figures for initial and additional investments [4][8] - The fund management company has established rules for subscription, redemption, and conversion of fund shares, including fees and conditions for each process [5][6][9] Group 2 - The article specifies the procedures for regular investment plans, allowing investors to set up automatic investments with defined amounts and schedules [16][18] - It details the conditions under which fund conversions can occur, including the necessity for both funds to be managed by the same company and the applicable fees [10][12][13] - The company emphasizes the importance of adhering to the rules set by sales institutions for all investment activities, including minimum amounts and transaction confirmations [19][21][29]

以下文章来源于教你挖掘基 ，作者冰姐 教你挖掘基 . 投资理财有方法，我们手把手教你挖掘牛基~ 在被动投资与工具化产品日益成为市场共识的当下，指数基金和ETF的投资价值已获得广泛认可。 然而，今年以来，A股核心宽基指数在经历了去年"924"政策底和今年Deepseek科技突破带来的估 值修复后， 又开始在波动中寻找方向。 面对这种市场生态发生重大转向，却又短线陷入胶着的局面，我们不妨回归投资本质，化繁为简地 探讨长期持有宽基指数基金的核心逻辑。 这最终指向一个投资者最为关心的问题：投资宽基指数基金，究竟能否获得令人满意的回报？ 要理解指数基金的盈利能力，自然需要回归本质，也就是弄明白——投资宽基指数基金究竟赚的是什么 钱。 01 波动的馈赠 借助市场波动低买高卖获取差价 市场就像钟摆，总是在过度乐观和过度悲观之间摇摆。这种摆动虽然看似无序，却为理性的投资者创造 了机会。 | 序号 | 日期 | 高点点位 | 开始投资 | | | 按月定投收益率 | | | | 一次性投资收益率 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Core Insights - The investment value of index funds and ETFs has gained widespread recognition in the context of passive investment and tool-based products becoming market consensus [1] - A-shares' core broad-based indices are currently seeking direction amidst volatility after experiencing valuation recovery from last year's "924" policy bottom and this year's Deepseek technology breakthroughs [1] Group 1: Market Dynamics - The market is experiencing a significant shift, yet is currently in a state of short-term stagnation, prompting a return to the essence of investment and a simplified discussion on the core logic of long-term holding of broad-based index funds [2] - Market fluctuations create opportunities for rational investors, allowing them to buy low and sell high [4] - Quality assets are often undervalued during market downturns and may become overly hot during bullish phases [5] Group 2: Investment Strategies - Investors in broad-based index funds can benefit from market volatility through two main strategies: buying during undervaluation and holding long-term, or employing a systematic investment plan to average costs [6] - Historical simulations show that even if investors enter at market peaks, consistent monthly investments can lead to significantly improved outcomes compared to lump-sum investments [7][8] Group 3: Economic Growth and Index Composition - Broad-based indices represent a basket of quality listed companies, such as the CSI A500 Index, which includes 500 large and liquid firms across various industries [9] - These leading companies benefit from ongoing economic growth, with their profit growth and market share reflected in stock prices [10] - The self-updating mechanism of broad-based indices ensures they remain relevant and dynamic, adapting to market changes [10][11] Group 4: Dividend and Compounding Effects - Core broad-based indices consist of companies with stable earnings and cash flows, which typically distribute dividends to shareholders [13] - The reinvestment of dividends can significantly enhance overall returns through the power of compounding [13][14] Group 5: Long-term Investment Viability - Despite short-term volatility, the long-term upward trend of equity markets in a growing GDP economy suggests that investing in broad-based index funds can indeed be profitable [15] - Historical performance indicates that low-cost index funds are often the best investment strategy for both individual and institutional investors [15]

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欢迎扫描下方二维码关注： 查询条件选择 "核定执行期起、核定执行期止" 品 (省询) | 3 全国统一规范电子税务局 (山西 | | | | | | | | | | 2 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ←返回 税务数学班户 > 账户推动 > 是期定额将定值息面试 | | | | | | | | | | | | 查询条件 | | | | | | | | | | | | 板定的行期起 2025-01 | | 日 | 标定执行期止 2025-12 | | ଓ | 田駅公園 | 金能 × | | V | | | | | | | | | | 盘要 | 煮肉 | のおく | | | 查询结果 | | | | | | | | | | | | 隊号 征收昌目 | 征收顶目 | 应纳税经监额 | 股率 院三院级 | | 未达配资标志 | 核学执行期起 | | 検定的行期止 | 易鲜发生 | E | | | | | | SA | | | | | | | | 第0項設備 | | | | | 精液体 | | | 10多少 ...

Group 1 - The fund management company can determine the specific date for subscription based on actual conditions, with a maximum of one month from the effective date of the fund contract to start redemption [1] - Each open day allows subscription, but there is a minimum holding period of 7 days for each fund share before redemption can be requested [1][10] - The minimum subscription amount for direct sales outlets is RMB 50,000 for the first subscription and RMB 10,000 for additional subscriptions, while other sales institutions have a minimum of RMB 1 [3] Group 2 - The fund does not charge a subscription fee but does charge a service fee for fund shares [6] - The maximum subscription amount for a single investor in one day is capped at RMB 10 million, with exceptions for certain types of investors [5] - The redemption amount is calculated as the redeemed shares multiplied by the net value of the fund shares on the redemption day [11] Group 3 - Fund conversion allows investors to directly convert their shares from one fund to another managed by the same fund management company without redeeming first [15] - The conversion fee consists of the redemption fee of the outgoing fund and the difference in subscription fees between the outgoing and incoming funds [12][18] - The minimum application for conversion is one share, while the incoming fund does not have a minimum subscription limit [22]

本文来自彭博终端，终端用户可运行DOCV RES SUS6NADWX2PS 阅读原文。非终端用户可点击文末 "阅读原文" 预约演示。 彭博行业研究（Bloomberg Intelligence）就各公司、行业和市场提供全球投研分析以及交互 式数据。BI对ETF的研究覆盖全球市场，以深度、前沿、独特的视角为您展现ETF市场趋势， 分析热门课题，分享专业洞见。 本期主题： 看空但做多：2025年ETF投资者的表现 （彭博行业研究）——尽管年景艰难且美国新关税政策冲击市场，但我们预计大多数ETF投 资者将继续定期定额投资热门ETF，即便他们越来越看空。不过，一些投资者似乎已经通过 在投资组合中增加黄金或现金ETF来进行对冲。 无论看涨还是看跌 ETF投资者都倾向于长期持有 对大量买入并持有的ETF投资者而言，尽管"解放日"以及贸易冲突带来冲击，他们仍料将继 续 定期定额投资VOO和IVV这种"低成本b e t a "基金的惯例。美国上市ETF今年吸纳的3 , 0 0 0 亿美元资金中，仅这两只ETF就占了2 0%。其他吸引大量现金流入的股票ETF还包括VTI和 SPLG。 不过，流入现金和黄金ETF的资金增加表明投 ...

累积长期财富不仅是赚取收入，更重要的是作出明智的理财决策，让资产持续增值。金融市场有机遇，也有风险，需要审慎规划、严守纪律，并采取系统化 的投资策略。成功投资者深明财富需要经年累月积累，不可能一蹴而就，市场起伏更是投资路上的必经阶段。 采取适当的明智投资策略，可在实现可持续财务增长的同时，减低经济衰退、通胀及突发市况变化带来的风险。周全的投资方案包括评估风险承受能力、分 散投资、选择合适的投资工具，以及运用策略实现长期回报最大化。 本指南探讨基本投资原则，包括资产配置、投资组合分散化，以及管理市场波动的策略。同时深入剖析主动与被动投资的优势、长线投资工具的重要性，以 及如何避免阻碍财务增长的常见陷阱。 无论你是投资新手，还是希望优化现有投资组合，本指南提供的见解将助你掌握建立稳健财务未来所需的知识和工具。遵循系统化的投资方法，你可以优化 投资组合以获取持续回报，缔造可延续数代的财富。 一、明智投资的核心原则 成功投资始于扎实的金融基础知识，这些原则将指引你作出投资决策。 风险承受能力 所有投资都涉及风险，了解自己的风险承受能力对选择合适的投资策略至关重要。 进取型投资者：愿意承担较高风险以追求更大回报 保守型 ...