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指数基金投资+:A股ETF转为净买入,推荐关注创新药ETF
Huaxin Securities· 2025-08-24 14:04
Group 1 - The report highlights a shift in A-share ETF investments towards net buying, with a recommendation to focus on innovative drug ETFs [2][3] - The "Xinxuan ETF Absolute Return Strategy" has shown impressive performance, achieving a total return of 46.92% since the beginning of 2024, outperforming equal-weighted ETFs by 12.35% [10][33] - The "All-Weather Multi-Asset Risk Parity Strategy" has yielded a return of 22.65% with a maximum drawdown of 3.62% since the beginning of 2024 [12][33] Group 2 - The report tracks the new issuance of index funds, noting that 38 new public funds were established this week, raising a total of 233.14 billion yuan, with 26 index funds accounting for 167.53 billion yuan [38] - The report details the net inflow of funds into various asset class ETFs, with A-share ETFs seeing a net redemption of 10.1 billion yuan, while bond ETFs experienced a net inflow of 117.4 billion yuan [46][51] - The "High Prosperity/Dividend Rotation Strategy" has achieved an annualized return of 23.31% since the beginning of 2021, significantly outperforming equal-weighted indices [24][33]
信达澳亚基金董事长变动 商健代任董事长职务
Zheng Quan Ri Bao Wang· 2025-08-24 09:18
据悉,商健拥有超过18年的金融行业从业经验,曾先后任职于陕西省国际信托投资股份有限公司、健桥证券股份有限公 司、信达证券股份有限公司(以下简称"信达证券")等金融机构,历任信达证券董事会秘书、信达证券副总经理等核心管理岗 位,在战略规划、风险控制及公司治理等方面有丰富的实操经验。 8月23日,信达澳亚基金管理有限公司(简称"信达澳亚基金")发布董事长离任及代行董事长职务的公告。公告显示,信 达澳亚基金原董事长祝瑞敏因工作安排于8月22日离任,董事长职务由商健代为履行。 (编辑 张昕) 本报记者 方凌晨 信达澳亚基金成立于2006年6月份,是经中国证监会批准设立的国内首家由国有资产管理公司控股的基金管理公司。2015 年5月22日,信达证券受让中国信达资产管理股份有限公司持有的股权(持股比例54%),与East Topco Limited共同持有信达澳 亚基金股份(持股比例46%)。Wind资讯数据显示,截至2025年二季度末,信达澳亚基金的管理规模为1030.06亿元,其中非 货基金管理规模为681.11亿元。 ...
华宝基金换帅,夏雪松接任黄孔威出任董事长
Xin Lang Cai Jing· 2025-08-23 02:16
Group 1 - The core point of the article is the announcement of a change in leadership at Huabao Fund Management Co., Ltd, with Huang Kongwei stepping down as chairman due to age-related reasons, effective August 22 [1] - Xia Xuesong, the current party secretary of the company, has been appointed as the new chairman, bringing a wealth of experience from his previous roles at Baosteel Group and Baosteel Co., Ltd [1] - Xia Xuesong's career includes significant positions such as Secretary of the Board, Financial Director, Deputy General Manager, and General Manager at Shanghai Baoshan Iron & Steel Co., Ltd [1]
杨渺离任招商基金副总经理
Xin Lang Cai Jing· 2025-08-23 02:11
Core Viewpoint - On August 23, 2023, China Merchants Fund Management Co., Ltd. announced the resignation of Yang Miao as Deputy General Manager due to personal reasons, with no indication of a transfer to another position within the company [1] Company Summary - The resignation of Yang Miao has been approved by the seventh board of directors of China Merchants Fund Management Co., Ltd. during its sixth meeting of 2025 [1] - The company has reported the matter to regulatory authorities as per the required protocols [1]
机构风向标 | 天合光能(688599)2025年二季度已披露前十大机构累计持仓占比45.83%
Xin Lang Cai Jing· 2025-08-23 01:46
Group 1 - Trina Solar (688599.SH) reported its semi-annual results for 2025, with 21 institutional investors holding a total of 1.006 billion shares, representing 46.14% of the company's total share capital as of August 22, 2025 [1] - The top ten institutional investors collectively hold 45.83% of the shares, with a slight decrease of 0.46 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings, accounting for a 0.90% increase, while two funds saw a slight decrease in holdings [2] - Seven new public funds were disclosed during this period, including several ETFs focused on the Sci-Tech Innovation Board [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.60% compared to the previous quarter [2]
关于增加宁波银行股份有限公司 同业易管家平台为东方基金旗下部分基金销售机构的公告
Group 1 - The company has reached an agreement with Ningbo Bank to add the bank's interbank platform for selling certain funds starting from August 25, 2025 [1] - The newly added funds include the Oriental Zhen Cui 3-Month Regular Open Pure Bond Fund, which is currently in a closed period, and will be announced for opening once the period ends [1] - The Oriental Zhongzhai Green Inclusive Theme Financial Bond Preferred Index Fund is available for qualified investors, but is not currently open to individual investors [1][2] Group 2 - The company will not charge additional fees for regular investment plans, and the subscription fee rates will align with the standard rates for the respective funds [3] - Fund conversion allows investors to switch their holdings from one open-end fund to another managed by the company, with specific rules for front-end and back-end fee structures [3] - Investors are encouraged to consult the company's and Ningbo Bank's customer service for further details regarding the new fund offerings [4]
宝盈基金关于旗下部分基金新增兴业银行股份有限公司银银平台为代销机构的公告
Group 1 - The company has signed a sales service agency agreement with Industrial Bank Co., Ltd. to allow the bank to sell its fund products starting from August 22, 2025 [1] - Investors can perform various fund-related operations such as account opening, subscription, redemption, and conversion through Industrial Bank [1] - The company provides contact details for inquiries, including its website and customer service phone number [1] Group 2 - The company will also add Ningbo Bank Co., Ltd. as a sales institution for some of its funds starting from August 22, 2025 [3] - Investors can use designated channels through Ningbo Bank to handle fund-related transactions [3][4] - A promotional fee discount of 90% on subscription fees is available for investors using Ningbo Bank's platform during the promotional period [5] Group 3 - The fee discount applies only to the front-end subscription fees of funds that are in the normal subscription period and does not include back-end fees or other transaction fees [8] - The company emphasizes the importance of reading the fund contracts and prospectuses for detailed information [9] - Investors can also contact Ningbo Bank for further details regarding the funds and promotional activities [9]
关于东方红60天持有期纯债债券型证券投资基金 变更业绩比较基准并修改基金合同的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 为满足投资者的理财需求,以更科学、合理的业绩比较基准评价基金的业绩表现,根据《中华人民共和 国证券投资基金法》《公开募集证券投资基金运作管理办法》等法律法规的规定和《东方红60天持有期 纯债债券型证券投资基金基金合同》(以下简称《基金合同》)的约定,经与基金托管人招商银行股份 有限公司协商一致,上海东方证券资产管理有限公司(以下简称基金管理人或本公司)决定自2025年8 月22日(含)起变更东方红60天持有期纯债债券型证券投资基金(以下简称本基金)的业绩比较基准, 同时对《基金合同》进行相应修改。 根据《基金合同》的约定,本次变更业绩比较基准对基金份额持有人利益无实质性不利影响,可由基金 管理人和基金托管人协商后修改,无需召开基金份额持有人大会。本公司已按照法律法规规定和《基金 合同》约定履行了适当程序。 《基金合同》的修改内容详见附件《东方红60天持有期纯债债券型证券投资基金基金合同修改对照 表》。 三、重要提示 1、本基金管理人可以在法律法规规定和《基金合同》约定的范围内调整上述有关内容并按照《公开募 集证券投资基金信息披露管理办法》的要求进行披露。 2、 ...
景顺长城上证科创板综合指数增强型证券投资基金基金份额发售公告
Group 1 - The fund is named "Invesco Great Wall SSE Sci-Tech Innovation Board Comprehensive Index Enhanced Securities Investment Fund" and is approved for fundraising by the China Securities Regulatory Commission (CSRC) [1] - The fund is classified as an equity securities investment fund, managed by Invesco Great Wall Fund Management Co., Ltd., with China Construction Bank as the custodian [2][3] - The public offering period for the fund is from August 27, 2025, to September 16, 2025, and it is available to individual and institutional investors, as well as qualified foreign investors [5][12] Group 2 - The minimum initial subscription amount for the fund is set at 1 yuan, and there is no limit on additional subscriptions [3][24] - The fund will not impose a maximum subscription limit for individual accounts during the fundraising period, but may restrict subscriptions if an individual investor's total holdings exceed 50% of the total fund shares [3][24] - The fund's subscription fee for Class A shares is tiered based on the subscription amount, while Class C shares do not incur a subscription fee [19][21] Group 3 - Investors must open a fund account to subscribe, and the application process can be completed simultaneously with the account opening during the fundraising period [6][27] - The fund's net value may fluctuate due to market volatility, and investors are encouraged to read the prospectus and fund contract carefully before investing [7][8] - The fund's management has the discretion to adjust the fundraising arrangements based on various factors [17][18] Group 4 - The fund's total fundraising amount must reach at least 200 million yuan and have a minimum of 200 subscribers for the fund contract to take effect [13][38] - If the fundraising conditions are not met by the end of the period, the management will return the investors' contributions with interest [39] - The fund's management and other involved parties will not request compensation if the fundraising fails [39] Group 5 - The fund's management company is Invesco Great Wall Fund Management Co., Ltd., established on June 12, 2003, with a registered capital of 130 million yuan [40] - The custodian of the fund is China Construction Bank, which has been operational since September 17, 2004 [41][42] - The fund's registration and legal compliance will be overseen by a law firm and an accounting firm, ensuring proper governance and transparency [43]
交银施罗德基金管理有限公司关于增加西部证券股份有限公司为旗下基金的销售机构的公告
Group 1 - The announcement states that交银施罗德基金管理有限公司 has signed a sales agreement with 西部证券股份有限公司 to add it as a sales institution for its funds starting from August 22, 2025 [1] - The specific funds applicable under this agreement will be determined based on compliance with the fund contract and prospectus, with details on sales processes, types of business, and any fee discounts subject to the arrangements of the sales institution [1] - Investors can consult for more details through 西部证券's customer service or the official website of 交银施罗德基金 [1] Group 2 - The announcement is officially made by 交银施罗德基金管理有限公司 on August 22, 2025 [2] - The document also mentions the formation of a MACD golden cross signal, indicating positive trends in certain stocks [2]