ETF转型
Search documents
场外基金扎堆“换脸” 转型资金集中流向ETF
Shang Hai Zheng Quan Bao· 2025-08-28 19:45
◎记者 朱妍 8月26日,万家基金发布公告称,将万家中证800自由现金流指数变更为万家中证800自由现金流ETF联 接,修订后的合同8月27日起生效。 8月15日起,成立于7月28日的富国上证科创板人工智能指数发起式,也变更为富国上证科创板人工智能 ETF发起式联接。此外,还有部分ETF联接基金由指增、QDII基金转型而来,比如华安中证A500增强策 略ETF发起式联接、嘉实恒生消费ETF发起式联接(QDII)等。 近些年来,ETF已经成为资金入市的重要工具,普及度持续提升。Choice数据显示,截至8月27日,ETF 规模已超过5万亿元;主要投资于ETF的ETF联接基金,二季度末规模接近8000亿元,且7月以来新成立 的ETF联接基金(含转型基金)数量过百,多只产品规模超10亿元。 "最近多只基金集中转型为ETF联接基金,主要是出于规模扩张的需求:一方面,部分创新型指数基金 为了获得先发优势,会先发场外基金,再将之转型;另一方面,指数基金转型为ETF联接基金后,可将 产品规模合并,进而做大ETF整体规模。"利得研究院人士说。 场外基民的资金正在借助产品的转型加速流入场内ETF。8月以来,又有7只基金集中转型 ...
永赢基金发布永赢深证创新100ETF转型提示
news flash· 2025-05-06 02:24
Core Viewpoint - Yongying Fund announced the transformation of its Yongying Shenzhen Innovation 100 ETF, changing its tracking index from "Shenzhen Innovation 100" to "Shenzhen 100" [1] Group 1: Fund Details - The Yongying Shenzhen Innovation 100 ETF was established in June 2021 with an initial scale of 387 million yuan [1] - As of the end of the first quarter this year, the fund's scale has dropped to less than 100 million yuan [1] - Since its inception, the fund has incurred a loss of approximately 26% [1] Group 2: Redemption Period - A redemption choice period was set from April 18 to May 6 for investors to make their decisions regarding the fund [1] - Historically, changes in the tracking index of ETFs are relatively rare [1]