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富国中证800自由现金流交易型开放式指数证券投资基金联接基金基金份额发售公告
Shang Hai Zheng Quan Bao· 2025-06-30 19:18
登录新浪财经APP 搜索【信披】查看更多考评等级 基金管理人:富国基金管理有限公司 基金托管人:中国银行股份有限公司 重要提示 1、富国中证800自由现金流交易型开放式指数证券投资基金联接基金(以下简称"本基金")已于2025年 6月19日获得中国证监会准予注册的批复(证监许可【2025】1288号)。中国证监会对本基金募集的注 册,并不表明其对本基金的投资价值和市场前景等做出实质性判断或者保证,也不表明投资于本基金没 有风险。 2、本基金的基金类型是ETF联接基金,基金运作方式是契约型开放式,基金存续期为不定期。 3、本基金的销售机构包括直销机构和代销机构。其中直销机构是指富国基金管理有限公司(以下简 称"本公司"),包括直销中心和网上交易系统。基金管理人可根据有关法律法规的要求,选择其它符合 要求的机构代理销售本基金,并在基金管理人网站公示。 4、本基金将于2025年7月14日至2025年8月1日通过各销售机构公开发售,基金管理人可根据募集情况适 当调整本基金的募集期限并及时公告。 5、本基金发售对象为符合法律法规规定的可投资于证券投资基金的个人投资者、机构投资者、合格境 外投资者以及法律法规或中国证监会 ...
30.8亿美元!新一轮QDII投资额度获批,睿远、财通资管新入局
Sou Hu Cai Jing· 2025-06-30 14:16
Core Viewpoint - The recent approval of a new batch of Qualified Domestic Institutional Investor (QDII) investment quotas aims to meet the overseas investment needs of domestic entities and enhance China's influence in the global financial system [2][5]. Summary by Category QDII Quota Approval - As of June 30, 2025, the total approved QDII investment quota reached $170.869 billion, an increase of $3.08 billion from $167.789 billion on May 9, 2024 [2]. - A total of 191 financial institutions have received QDII quotas, including 41 banks with a total of $28.24 billion, 78 fund/securities institutions with $94.29 billion, 48 insurance institutions with $39.323 billion, and 24 trust institutions with $9.016 billion [2]. Distribution of New Quotas - The latest approval of $3.08 billion in quotas includes 82 institutions across five categories: banks, insurance, trusts, securities, and funds [3]. - Notable recipients include 10 banks and wealth management subsidiaries, each receiving $50 million, and 22 securities and fund institutions, each also receiving $50 million [3]. Changes in QDII Fund Subscription Limits - Several QDII products have adjusted their large subscription limits, with some funds increasing their daily subscription limits significantly, while others, like the Guotai S&P 500 ETF, have reduced theirs [4]. - As of May 2025, the total scale of QDII funds reached 644.024 billion yuan, reflecting a growth of 32.706 billion yuan, or 5.35%, compared to the end of 2024 [4]. Implications for Investors - The issuance of new QDII quotas is expected to facilitate overseas wealth allocation for domestic investors and promote diversification in asset allocation [5]. - Industry experts suggest that the current market conditions, including the resilience of the US stock market and the anticipated trends in AI, present favorable opportunities for investment in indices like the Nasdaq and S&P 500 [6].
上半年182位基金经理离任,为近10年同期最高水平,行业总人数创新高
Sou Hu Cai Jing· 2025-06-30 12:39
红星资本局6月30日消息,今日A股半年度收官,从上半年市场表现来看,主要股指全线上涨。其中,沪指上涨 2.76%,北证50指数大涨39.45%,国证2000指数涨超10%。 红星资本局注意到,今年上半年,公募基金经理离任人数达182人,已创下近10年来同期最高水平,离任名单中还有 不少有影响力的公募"老将""顶流"。从产品来看,年内已有超2500只产品发生基金经理变更。 不过,从总人数来看,截至6月30日,公募基金经理人数为4042名,同样是近10年来最高水平。同时,行业去"明星 化"加速,团队化运作成主流。 红星资本局了解到,除了因业绩不佳黯然离场,今年以来,受市场环境变化、考核压力加大、薪酬下滑等多重因素影 响,选择主动离职、寻找新出路的"顶流"基金经理也不在少数。 例如,宏利基金王鹏、华商基金周海栋、南方基金王士聪、景顺长城基金鲍无可等绩优基金经理均在年内相继离任, 其中不少人在基民当中有着"台柱子"、"宝藏基金经理"的称号。 离任人数为近10年同期最高 含多位公司"顶流" Wind数据显示,截至6月30日,年内共有182位基金经理离任,涉及99家公募基金管理人。从历年同期情况看,这一数 据创出近10年 ...
Two Less Popular ETFs That Are Better Than SCHD And Perfect For Retirees
Seeking Alpha· 2025-06-30 11:15
Group 1 - The article discusses the growing popularity of ETFs and the author's shift in perspective towards considering them as potential investment options while still preferring individual stocks [1] - The author emphasizes a focus on dividend investing, particularly in quality blue-chip stocks, BDCs, and REITs, aiming to supplement retirement income through dividends in the next 5-7 years [1] - The intention is to assist lower and middle-class workers in building investment portfolios of high-quality, dividend-paying companies to achieve financial independence [1] Group 2 - The author has a beneficial long position in SCHD shares, indicating a personal investment interest in this specific ETF [2] - The article is presented as an expression of personal opinions without any compensation from companies mentioned, highlighting the independence of the analysis [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]
富荣基金宋芳离任2只债券基金
Zhong Guo Jing Ji Wang· 2025-06-30 09:00
富荣富祥纯债A成立于2017年3月9日,富荣富祥纯债C成立于2024年5月20日,截至2025年6月27日,其 今年来收益率为1.29%、1.28%,成立来收益率为43.83%、4.87%,累计净值为1.4054元、1.2050元。 | 基金名称 | 富荣富开1-3年国开债纯债券型证券投资基金 | | --- | --- | | 基金简称 | 富荣富开1-3年国开债纯债 | | 基金主代码 | 006488 | | 基金管理人名称 | 富荣基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》 《证券期货经营机构投资管理人员注册登记规 | | | 则》 | | 基金经理变更类型 | 解聘基金经理 | | 共同管理本基金的其他基 | 是飞 | | 金经理姓名 | | | 离任基金经理姓名 | 宋芳 | | 基金名称 | 富荣富祥纯债债券型证券投资基金 | | --- | --- | | 基金简称 | 富荣富祥纯债 | | 基金主代码 | 0039999 | | 基金管理人名称 | 富荣基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》 | | | 《证券期 ...
REITs有多火?中金中国绿发商业REIT上市一日半上涨近40%
3 6 Ke· 2025-06-30 08:59
Group 1 - CICC China Green Development Commercial REIT listed on June 27, 2023, with a fundraising scale of 1.59 billion yuan and a subscription multiple of 249 times, setting a historical high for similar assets [3] - On its first trading day, the REIT hit the daily limit with a 30% increase and closed at a 7.4% rise on June 30, 2023 [3] - This REIT is the first public REIT product focused on consumer infrastructure following the issuance of guidelines to support consumption [3] Group 2 - Yang Huahui resigned as Chairman of Xingzheng Global Fund due to age reasons, with Zhuang Yuanfang taking over [4][5] - Su Junliang was appointed as Chairman of Industrial Securities on the same day [4][5] - Yu Yang from Fortune Fund left for personal reasons, and Xue Lili from Chunhou Fund resigned due to health issues [6][12] Group 3 - The global stock market experienced a collective rise, with the Shanghai Composite Index increasing by 1.91% and the Shenzhen Component Index by 0.34% over the past week [2] - The Nasdaq and S&P 500 indices in the US rose by 4.25% and 3.44%, respectively, with Nvidia's market value returning to the top globally [2] - The computer sector led the gains in the Shenwan first-level industry index, rising by 7.7% [2] Group 4 - The resignation of Yang Dawei from the浦银安盛品质优选 fund was due to internal adjustments, with Li Haoxuan taking over [13] - The fund has seen a total return of -53.07% since its establishment on December 28, 2021, significantly underperforming its benchmark [13][14] - Yang Dawei's management of the fund resulted in a return of -52.1% during his tenure [15] Group 5 - Xue Lili's resignation from Chunhou Fund was followed by a management transition, with Chen Wen and Gu Wei taking over the management of the funds she previously managed [6][12] - Under Xue Lili's management, the Chunhou Xin Yi fund achieved a return of 20.8% over a period of four and a half years [9][12] - The Chunhou Xin Rui fund, managed by Xue Lili for nearly five and a half years, recorded a return of 137.8% [9][12] Group 6 - Huabao Fund's Deputy General Manager, Lü Xiaoran, left due to a job transfer after only six months in office [17] - Lü Xiaoran previously held various strategic roles in Baosteel Group before joining Huabao Fund [17]
公募基金改革迈入深水区!资深基金经理怎么看、如何调整策略?记者观察→
Sou Hu Cai Jing· 2025-06-30 08:59
富国基金管理有限公司富国均衡配置基金经理 孙彬:这是我的工位,有三台主机,对应五个屏幕,这 一台是交易机,是我们核心交易用的机器。这四块屏里,下面两块屏是看行情的机器,上面这两台连接 的是彭博系统。 (央视财经《正点财经》)公募基金在今年迎来了行业大变革,新型浮动费率基金正成为行业焦点。这 类产品将基金管理费与业绩表现直接挂钩,旨在将管理人与投资者的利益深度捆绑。在此背景下,资深 基金经理如何看待这一变革,又将如何调整策略,成为市场关注的核心。 清晨的上海浦东新区,陆家嘴的街道已经热闹起来,随处可见健步如飞的金融从业者,在一栋写字楼的 电梯口,记者见到了富国基金公司的资深权益基金经理孙彬,这是一位拥有8年投资管理经验的"老 将",目前管理着超过53亿元的资产。他也是此次首批获得新型浮动费率基金管理资格的基金经理之 一。这以亿元为单位计算的资产,每日涉及百万元、千万元的交易决策又是如何做出的? 富国基金管理有限公司富国均衡配置基金经理 孙彬:这样会大幅改变整个排名规则和市场发行风格, 在过去几轮周期里面,当某一个行业里面突然有一些行情,有一些基金走出来之后,这个行业的这些基 金的整个规模会大幅往上走,可能到几百 ...
Cathie Wood's Ark Invest ETF Soars 70% From April Lows -- but Is It Overheated?
The Motley Fool· 2025-06-30 08:55
Group 1: ETF Performance Overview - The Ark Innovation ETF (ARKK) has seen a recent surge, providing relief to investors after a significant decline during the 2022 bear market [1][2] - Despite a 70% increase from its April lows, the fund remains over 55% below its all-time high from early 2021, raising questions about its current valuation [2] Group 2: Key Holdings and Gains - The gains in Ark Innovation are largely attributed to its top 10 holdings, with the worst performer, Tesla, still gaining 48% over a 3.5-month period [4] - Notably, Robinhood Markets, Roblox, and Coinbase Global more than doubled in value during this timeframe [4] - Circle Internet Group was a significant contributor to the ETF's gains, with a pre-IPO investment leading to a surge from an IPO price of $31 to nearly $300 before a pullback [5] Group 3: Valuation Concerns - Circle Internet Group's valuation metrics appear high, with a price-to-sales (P/S) ratio of 41, which may deter risk-averse investors [7] - Palantir's P/E ratio exceeds 600, raising concerns about overvaluation, although its exposure in the ETF is lower compared to Tesla, which has a P/E ratio around 180 [8] - Seven of the top 10 holdings have a P/S ratio of less than 20, indicating that the ETF's rising stock price may not be overheated [11][12] Group 4: Future Outlook - The success of Tesla's robotaxi launch is a critical factor that could influence the ETF's performance, with potential for significant gains or losses [9][11] - If the growth trajectory of the majority of the ETF's holdings continues, it may stabilize or further increase the ETF's stock price [12]
本周33只新基扎堆发行,被动指数型基金持续受热捧
Xin Hua Cai Jing· 2025-06-30 07:43
本周公募基金迎来发行小高峰。据公募排排网数据显示,本周(2025年6月30日-7月6日)共有33只新基 金开启募集,较前一周的22只相比增长50.00%。从募集周期来看,新发基金平均募集天数为17.55天, 显示出较为紧凑的发行节奏。 本周启动募集基金策略较为集中,其中权益基金成绝对主力。本周共有28只权益基金开启募集,占到总 量的84.85%。 债券型基金发行维持平稳,本周有5只债券型基金启动募集,占到总量的15.15%。其中混合债券型一级 基金和混合债券型二级基金各2只,中长期纯债型基金1只。 被动指数型基金持续受追捧。本周开启募集的28只权益基金中,有24只股票型基金启动募集,占到权益 基金总量的85.71%,具体包括21只被动指数型基金、2只指数增强型基金和1只普通股票型基金。另 外,本周有4只混合型基金启动募集,而且均为偏股混合型基金,占到权益基金总量的14.29%。 融智投资FOF基金经理李春瑜认为,被动指数型基金近期持续受到市场青睐,随着居民财富配置逐步从 传统资产转向金融资产,指数基金凭借其长期投资价值,在资产配置中的重要性日益提升。此外,公募 机构不断丰富指数基金产品线,推出涵盖不同市场、行 ...
本周公募基金迎来发行小高峰 被动指数型基金持续受热捧
news flash· 2025-06-30 07:32
Core Viewpoint - The public fund market is experiencing a surge in new fund issuances, particularly in passive index funds, reflecting a shift in wealth allocation from traditional assets to financial assets [1] Group 1: Fund Issuance Trends - A total of 33 new funds were launched this week (June 30 to July 6, 2025), representing a 50% increase from the previous week's 22 funds [1] - The average fundraising period for newly issued funds is 17.55 days, indicating a tight issuance schedule [1] Group 2: Market Preferences - Passive index funds are increasingly favored by the market, driven by a growing trend of residents reallocating their wealth towards financial assets [1] - Public fund institutions are expanding their range of index fund products, offering diverse options that cover various markets, industries, and strategies, which further promotes the popularity of these products [1]