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专业为基 协同致远 解码华安基金“固收家”
Quan Jing Wang· 2026-02-02 01:25
除了低波固收产品线表现抢眼,华安基金旗下中高波固收产品线表现同样不俗,这类产品以固收资产筑 牢底仓,以多元权益资产为帆,力争收益增厚。国泰海通证券数据显示,华安基金旗下偏债类基金近三 年收益率为17.47%,近五年收益率为31.52%。 在华安基金首席固收投资官邹维娜看来,"固收+"产品需要更加注重大类资产配置,长期业绩稳健的产 品会受到更多投资者青睐。在低利率环境下,为保持风险收益的稳定,执行细分资产的投资策略,"固 收+"策略基金管理人需要具备较高的投资管理能力,实现多环节、多角色协同。 经过多年深耕积淀,华安基金已构建起一个投研一体化、配置多元化、人才梯队完善的"大固收"平台。 华安基金大固收投研平台充分发挥团队化、平台化的管理优势,在基金经理负责制的基础上,团队成员 发挥各自专长,充分交流,互相支持,高效合作。 基于大固收平台体系,华安基金固收投资采取"1+N"多资产团队管理模式。邹维娜负责整体团队的统筹 协调与大类资产配置决策,确保投资方向与产品目标的统一。团队成员则分别专注于股、债等全链条研 究工作,充分发挥各自在细分领域的专业能力。通过高度协同的团队化运作,研究成果得以有效转化为 产品层面的投资 ...
国联聚业3个月定期开放债券型发起式证券投资基金第二十八个开放期开放申购、赎回、转换业务的公告
Sou Hu Cai Jing· 2026-02-01 23:14
| 基金的繁持有时间(Y) | 明治费率 | | --- | --- | | 在同一开放朝内中刷后又棋剧的 | Y = 7 H 1.50% | | | V287. 0.10% | | 超级 -- 一般一个人 时间期 | 0 8 10 | | 甚金丝胸 | 图联聚量3个月定期开放债券型发起式证券投资基金 | | --- | --- | | 西省同时 | 国联聚设定期开放信券 | | 张会世代码 | 005637 | | 基金或作方式 | 知的型,定期开放式 | | 基金合同生效日 | 2018年10月17日 | | 基金管理人名称 | 图联播全管理有限公司 | | 品会托管人名称 | 供业银行股份有限公司 | | 新設正是登记机构名称 | 国联播全省理有限公司 | | 公告批服 | 【中华人民共和国主教授课会法》,《公开学生学校招聘》第9文字中中 理办法》等法律法服以及《国庆聚重3个月定期开放德参照发起关注 第四章 1997年 1975年 1977年 1977年 1997 1997 1997 1997 1994 1994 1999 | | | 设计量安招商设计 | | 申财志给日 | 2026年02月04日 | ...
华夏中核清洁能源封闭式基础设施证券投资基金开通上海证券交易所基金通平台份额转让业务的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 为满足华夏中核清洁能源封闭式基础设施证券投资基金(基金代码:508050;基金扩位简称:华夏中核 清洁能源REIT;以下简称"本基金")的流动性需求,根据《上海证券交易所基金自律监管规则适用指 引第3号一一基金通平台份额转让》的规定,本基金自2026年2月2日起开通上海证券交易所基金通平台 份额转让业务,具体业务按照各销售机构及上海证券交易所的相关规定办理。 特此公告 华夏基金管理有限公司 二〇二六年二月二日 华夏睿磐泰利混合型证券投资基金 调整申购、定期定额申购及转换转入业务上限的公告 为保护现有基金份额持有人的利益,同时保障基金投资运作的稳定性,华夏基金管理有限公司(以下简 称"本公司")决定自2026年2月2日起调整华夏睿磐泰利混合型证券投资基金(基金简称:华夏睿磐泰利 混合,A类基金份额代码:005177,C类基金份额代码:005178,以下简称"本基金")的申购、定期定 额申购及转换转入业务上限,具体情况如下: 自2026年2月2日起,单个投资者单日累计申购(含定期定额申购)及转换转入申请本基金A类或C类基 金份额的合计申请金额各类别均应不超过人民币 ...
集聚基金投资 壮大区域产业
Xin Lang Cai Jing· 2026-02-01 21:21
(来源:天津日报) 多点布局聚资本,集群效应显优势。河西区立足区域产业定位,打破传统发展路径,推动基金从"单点 突破"向"集群发展"升级,资本集聚的规模效应和辐射影响持续增强。在基金布局上,河西区坚持优中 选优、精准发力,以区属国企作为有限合伙人(LP),精心筛选优质基金项目开展合作,成功参与设 立天津建源海河新兴产业股权投资基金(AIC)、百孚海河西岸基金、海棠河西科创基金、市级并购基 金等5只基金,形成了覆盖不同产业领域、不同投资阶段的多元化基金投资矩阵。其中,天津建源海河 新兴产业股权投资基金作为天津市首只在中基协成功备案的AIC基金,凭借专业运作及精准布局,成为 天津市首只完成基金项目缴款及首只对外投资支付的AIC基金。在基金招引方面,河西区着力打造区域 基金集聚载体,组建专班推进津融天地基金小镇建设,服务天津市基金业协会及多家优质基金机构进 驻,构建起"基金+产业+服务"一体化基金生态体系,为后续吸引优质基金资源集聚奠定坚实基础。截 至2025年末,河西区已集聚私募股权基金10只,总规模近150亿元,形成了具有影响力的基金集群,成 为天津市基金产业发展的重要增长极。 精准赋能兴产业,协同发展谱新篇。 ...
基金公司联手无资质“大V”诱导投资者
Xin Lang Cai Jing· 2026-02-01 18:19
Core Viewpoint - Recent regulatory actions target the collaboration between fund companies and unqualified internet influencers, aiming to protect investors from misleading marketing practices and potential financial risks [1][3][9]. Group 1: Regulatory Actions - The Securities and Fund Institutions Regulatory Division reported that D Fund Company engaged in marketing partnerships with unqualified internet influencers, leading to misleading promotions that encouraged unsuitable investors to purchase high-risk products [1][3]. - Regulatory measures include ordering D Fund Company to correct its practices and suspending the registration of its public fund products, holding responsible parties accountable [3][9]. - The report emphasizes the need for fund companies to enhance investor suitability management and prohibits collaborations with unqualified influencers [9][10]. Group 2: Misleading Marketing Practices - Influencers often showcase personal investment successes and market insights, which can mislead followers into making impulsive investment decisions [2][3]. - The report highlights that some fund sales institutions and unlicensed platforms have reintroduced features like "real-time fund valuation," which can mislead investors and dilute fund returns [6][7]. - The use of performance rankings and real-time valuation features by platforms is seen as a tactic to attract investors, potentially leading to significant inflows into funds without adequate risk disclosure [7][9]. Group 3: Industry Response - The industry is witnessing a crackdown on misleading practices, with platforms like Knowledge Planet and Xueqiu taking steps to eliminate unqualified content and protect investors [9][10]. - Influencers with large followings are facing scrutiny, and some have reported suspending partnerships due to regulatory pressures [9][10]. - The regulatory framework aims to ensure that financial product promotions are truthful and that investors are adequately informed about risks [8][9].
IAF: AUD Bets Look Interesting, But Select Picks Better
Seeking Alpha· 2026-02-01 15:32
Group 1 - The Abrdn Australia Equity Fund Inc (IAF) is positioned well in the current Australian monetary environment, making it a suitable option for cash allocation [1] - The Australian dollar (AUD) is considered a favorable currency for cash holdings, particularly as other currencies are being avoided due to rising interest rates [1] - The Valkyrie Trading Society consists of analysts focused on high-conviction investment ideas in developed markets that are expected to yield non-correlated and significant returns in the current economic climate [1] Group 2 - The Valkyrie Trading Society operates as long-only investors and leads The Value Lab, providing members with a portfolio that includes real-time updates and 24/7 chat support for inquiries [1] - Members receive regular global market news reports, feedback on stock ideas, new trades monthly, quarterly earnings write-ups, and daily macroeconomic opinions [1]
公募FOF规模创历史新高
Zhong Guo Ji Jin Bao· 2026-02-01 12:08
Core Insights - The public fund of funds (FOF) has reached a historical high, with a total scale exceeding 240 billion yuan, marking a 26% increase compared to the previous quarter [2][3] - The demand for low-volatility, multi-asset products has surged due to low interest rates and asset rotation, leading to a significant increase in the issuance of new FOF products [1][4] Group 1: Market Overview - As of the end of 2025, there are 545 public FOFs in the market, reflecting an 8.3% quarter-on-quarter increase [2] - The total scale of public FOFs has reached 244 billion yuan, which is a record high [2] - The proportion of mixed bond FOFs has expanded significantly, now accounting for 61% of the total public FOF scale [2] Group 2: Drivers of Growth - The low interest rate environment has created a strong demand for stable value-added products, particularly among low-risk preference investors [2][3] - The diversification benefits of FOFs have become more pronounced, incorporating low-correlation assets such as gold, QDII, REITs, and commodities into their portfolios [2][3] - The transformation of bank wealth management has provided crucial support for FOFs, allowing for better alignment with varying risk preferences and investment needs [2][3] Group 3: Product Trends - Over 20 new FOF products are currently being issued or awaiting issuance, with 15 additional products having their application materials accepted [4] - Low-volatility FOFs are particularly appealing to investors seeking stable returns, aligning with the trend of "deposit migration" [4] - The focus on low-volatility FOFs is driven by their ability to leverage multi-asset and multi-strategy advantages, aiming for long-term stable growth while managing overall risk [4]
上市首日涨幅达9%!香港首只实物黄金ETF挂牌,打通实物黄金兑换通道
Sou Hu Cai Jing· 2026-01-31 11:00
Core Viewpoint - The launch of the Hang Seng Gold ETF (code: 03170.HK) marks a significant development in the Hong Kong market, being the first physical gold ETF that allows direct redemption of physical gold through banks, thus bridging the gap between "paper gold" and physical gold [1][12]. Group 1: Product Overview - The Hang Seng Gold ETF was officially listed on January 29, 2026, with an initial price of HKD 16 per unit and a minimum investment threshold of approximately HKD 800 [3]. - On its first trading day, the ETF experienced a 9% increase, closing at HKD 17.44 [1][3]. - The ETF's structure allows for a seamless connection between ETF shares and physical gold, addressing a gap in the Hong Kong market [1][12]. Group 2: Market Context - As of January 14, 2026, the total scale of domestic gold-related ETFs reached CNY 262.86 billion, with the Huaan Gold ETF alone surpassing CNY 100.76 billion, reflecting a growth of over 67% since 2025 [2]. - The World Gold Council reported that by the end of 2024, the global gold ETF assets under management are expected to reach USD 274 billion, setting a new historical record [2][3]. Group 3: Redemption Mechanism - The Hang Seng Gold ETF offers equal redemption rights for both individual and institutional investors, allowing them to choose between cash or physical gold upon redemption [12]. - In contrast, mainland China's gold ETFs have a tiered redemption system, where individual investors can only sell ETF shares for cash, while institutional investors face minimum redemption thresholds [12]. Group 4: Strategic Developments - Recent initiatives in Hong Kong's gold market include signing cooperation agreements with the Shanghai Gold Exchange and plans to enhance gold storage capacity to 2,000 tons within three years, aiming to improve the entire gold trading ecosystem [13].
超300个账号被封禁,部分平台实时估值全线下架
21世纪经济报道· 2026-01-31 07:49
Core Viewpoint - The article discusses the intensified regulatory scrutiny on internet financial influencers ("大V") in the context of mutual fund sales, highlighting the need for compliance and the crackdown on misleading marketing practices [1][3][18]. Regulatory Actions - Regulatory bodies have issued a new "Institutional Supervision Bulletin," emphasizing strict measures against institutions and individuals involved in non-compliant sales practices [1][3]. - Major third-party fund sales platforms have begun to remove features such as real-time valuation and performance rankings in response to regulatory demands [1][13][16]. Impact on Influencers - A prominent financial influencer, active on Douyin and Ant Wealth, faced scrutiny after promoting a fund, leading to significant follower-driven investments [3][7]. - The influencer publicly denied any wrongdoing, but regulatory findings indicated that the fund company had engaged in marketing collaborations with unqualified influencers, paying substantial advertising fees [3][7]. Platform Responses - As of January 26, over 300 accounts were banned, and more than 100,000 pieces of content were removed from Ant Wealth due to compliance issues [6][11]. - Other platforms, such as Tonghuashun and JD Finance, have also suspended features that could mislead investors, indicating a broader industry shift towards compliance [12][16]. Market Context - The regulatory focus on preventing excessive speculation and market manipulation has been a priority since the A-share market's recent volatility [18]. - The ongoing regulatory efforts aim to create a more transparent and investor-centric mutual fund sales environment, moving away from short-term promotional tactics [18].
超300个账号被封禁,部分平台实时估值全线下架
Core Viewpoint - The regulatory authorities are intensifying scrutiny on the marketing practices of internet financial influencers ("大V") in the fund sales sector, following incidents that raised compliance concerns and potential market manipulation [1][2][3]. Regulatory Actions - The latest regulatory bulletin emphasizes strict measures against institutions and individuals involved in improper sales practices, urging fund sales institutions and third-party platforms to enhance self-examination and correction [1][4]. - As of January 26, major third-party fund sales platforms have swiftly removed features like real-time valuation and live rankings, with Ant Fortune cleaning over 100,000 pieces of content and banning more than 300 accounts for compliance violations [1][4]. Marketing Practices of Influencers - The phenomenon of financial influencers publicly showcasing their fund portfolios has been controversial, as it often lacks adequate risk warnings and can lead to market manipulation [2][3]. - A specific incident involving a financial influencer who promoted a fund on social media led to significant scrutiny, revealing that the influencer had engaged in marketing collaborations with a fund company without proper qualifications [3]. Platform Responses - Following the regulatory bulletin, platforms are required to address misleading functionalities that could confuse investors, such as real-time valuation and ranking features [5][6]. - Major platforms like Tonghuashun and JD Finance have already announced the suspension of certain features to comply with regulatory demands [6]. Industry Trends - The ongoing regulatory efforts signal a shift towards a more transparent and compliant marketing ecosystem in the public fund industry, moving away from reliance on short-term promotional tactics [7]. - The combination of regulatory measures and platform self-regulation aims to create a more investor-centric environment, promoting high-quality development in fund sales [7].