Core Viewpoint - The announcement details the upcoming listing of the Bosera SSE AAA Technology Innovation Corporate Bond ETF on the Shanghai Stock Exchange, scheduled for July 17, 2025, and provides essential information regarding its operations and investor engagement [1][14]. Group 1: Fund Information - The fund is named "Bosera SSE AAA Technology Innovation Corporate Bond ETF," abbreviated as "Kechuang Bond" [3]. - The fund is managed by Bosera Fund Management Co., Ltd., with the registration and custody handled by China Securities Depository and Clearing Co., Ltd. and CITIC Bank, respectively [3]. - The fund will open for daily subscription and redemption operations starting from its listing date [3][12]. Group 2: Subscription and Redemption Procedures - Investors can submit subscription and redemption requests during normal trading hours on trading days, with specific rules governing the process [4][5]. - The minimum subscription and redemption unit is set at 2,000 shares, subject to adjustments based on market conditions and investor demand [7]. - The fund management may impose limits on daily subscription and redemption amounts to protect existing investors' interests [8]. Group 3: Fees and Costs - Subscription and redemption prices will be determined based on the fund's subscription and redemption list, with a maximum commission of 0.5% charged by brokerage firms [9]. Group 4: Disclosure and Communication - The fund management is obligated to disclose the net asset value and cumulative net asset value of the fund on the following trading day after transactions occur [12]. - Investors can obtain detailed information about the fund by contacting Bosera's customer service or visiting the company's website [13].

Group 1 - The core point of the announcement is the convening of the fund holders' meeting for the Ping An Huijia Pure Bond Fund, which did not meet the required quorum for decision-making [1][2] - The meeting was held via communication method, with the record date set for June 12, 2025, and voting period from June 12 to July 9, 2025 [1] - The costs associated with the meeting, including notarization and legal fees, amounted to 35,000 yuan, which will be borne by the fund's assets [2] Group 2 - The company announced the addition of Ping An Bank as a sales institution for its funds, effective July 11, 2025, allowing investors to perform various transactions through the bank [4] - The announcement includes details on systematic investment plans (SIPs) and fund conversion processes, emphasizing that minimum investment amounts will be determined by the fund's announcements [5][6] - Investors can enjoy fee discounts when purchasing or converting funds through Ping An Bank, with the specifics of the discounts being at the bank's discretion [6] Group 3 - The company also announced the addition of China Postal Savings Bank as a sales institution for its funds, effective July 11, 2025, enabling similar transactions as with Ping An Bank [9][10] - Similar to the previous announcement, it outlines the SIP and fund conversion processes, with minimum amounts set by the fund's announcements [11][12] - Fee discounts are also applicable for transactions through Postal Savings Bank, with the bank holding the authority to determine the discount rates [12]

申万菱信基金董事长陈晓升： 买方投顾应承担起投资者信义责任，帮助投资者实现更理性的投资 决策，从而提升投资者的实际回报。 国投瑞银基金总经理王彦杰： 重视基准和投资风格的稳定性，有助于提升投资者的体验。 信达澳亚基金董事、总经理、首席信息官朱永强： 未来Al p h a收益将越来越稀缺，被动投资可能 成为大多数投资者的更优选择。 国投瑞银基金总经理王彦杰 从三个层面分享了实践与思考。在产品运营上，他表示费率改革长期 来看有助于改善投资者体验，同时，公司对基金经理人的管理规模设有上限，旨在保障其在管理 《公募基金的发展策略与方向》圆桌论坛 工银瑞信基金首席营销官张波 左右滑动查看更多 01 如何有效提升投资者实际回报？ 主持人 基煜基金董事长王翔 邀请嘉宾们就如何有效地提高投资者的实际回报，减少产品的收益 和投资者账户收益之间的偏差分享各自的见解。 申万菱信基金董事长陈晓升 认为，财富管理机构应帮助投资者进行更加理性的投资决策。他谈 到，基金投顾业务作为目前国内能承担投资者"信义责任"的持牌业务，其试点与发展，对于探索 和建立有效的投资者服务模式、提升投资者获得感具有重要意义。 工银瑞信基金首席营销官张波： 通 ...

Group 1 - The company has signed a sales service agreement with CITIC Securities, allowing CITIC to sell certain funds managed by the company starting from July 10, 2025 [1] - Investors will be able to perform various fund-related transactions such as account opening, subscription, redemption, and regular investment through CITIC Securities [1] - The company will not issue separate announcements for other open-end funds launched in the future; all will be subject to the same business processes [1] Group 2 - The company has agreed to offer fee discounts for its funds sold through CITIC Securities, with specific discount rates and procedures to be published on CITIC's platform [2] - Any new fund products or changes to existing fund categories sold through CITIC will also be eligible for the same fee discount activities starting from the date of their subscription opening [2] Group 3 - The regular investment business allows investors to set up automatic deductions for fund purchases, with a minimum investment limit of 10 yuan per period [3] - Investors can inquire about details through CITIC Securities or the company's customer service channels [4]

Core Viewpoint - Dongwu Fund Management Co., Ltd. has announced a reduction in the management fee and custody fee for the Dongwu Zengxinbao Money Market Fund, effective from July 7, 2025, to better meet the investment needs of investors [1][2]. Fee Adjustment Details - The management fee rate will be reduced from 0.25% to 0.20% per annum [1]. - The custody fee rate will be reduced from 0.10% to 0.08% per annum [1]. Contract and Agreement Amendments - The fund contract and custody agreement will be revised to reflect the new fee rates, ensuring compliance with legal regulations [1]. - The amendments will not have any substantial adverse impact on the interests of existing fund shareholders, and there is no need to convene a fund shareholders' meeting [1]. Disclosure and Communication - The revised fund contract and custody agreement will be published on the company's website and the China Securities Regulatory Commission's fund electronic disclosure website on the announcement date [2]. - The company will also update the prospectus and product summary of the Dongwu Zengxinbao Money Market Fund accordingly [2].

Core Viewpoint - The China Securities Regulatory Commission emphasizes the importance of prioritizing investor interests in the mutual fund industry, urging firms to align their operations with this principle, particularly in governance, product issuance, investment operations, and performance evaluation [1] Group 1: Financial Performance - In 2024, Xinda Australia Fund achieved a net profit of 101 million yuan, with total profits exceeding 400 million yuan over the past three years [2][3] - As of December 31, 2024, Xinda Australia Fund reported total assets of 830.75 million yuan and net assets of 678.06 million yuan, with an operating income of 644.09 million yuan and a total profit of 134.90 million yuan [2] Group 2: Fund Performance and Management Fees - Over the past three years, Xinda Australia Fund's non-money market products incurred losses exceeding 20 billion yuan, while the company collected over 2 billion yuan in management fees from these products [4][7] - Specific funds, such as Xinda Australia New Energy Industry A and Xinda Australia Quality Return, have been significant contributors to the losses, with the Xinda Australia Quality Return fund's net value dropping by 36.63% over three years, underperforming its benchmark by over 20 percentage points [6][7]

登录新浪财经APP 搜索【信披】查看更多考评等级 基金管理人: 兴业基金管理有限公司 基金托管人: 中国邮政储蓄银行股份有限公司 2、本基金的基金类型是债券型证券投资基金，基金运作方式是契约型开放式，基金存续期限为不定 期。 3、本基金的基金管理人和登记机构为兴业基金管理有限公司（以下简称"本公司"、"兴业基金"），基 金托管人为中国邮政储蓄银行股份有限公司。 4、本基金募集对象包括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允许购买证券投资基金的其他投资人。本基金暂不向金融机构自 营账户销售（基金管理人自有资金除外）。如未来本基金开放向金融机构自营账户公开发售或对发售对 象的范围予以进一步限定，基金管理人将另行公告。 5、本基金自2025年7月8日至2025年7月23日通过基金管理人指定的销售机构公开发售。本基金的募集期 限不超过3个月，自基金份额开始发售之日起计算。基金管理人根据认购的情况可适当调整募集时间， 并及时公告，但最长不超过法定募集期限。 6、本基金通过兴业基金管理有限公司直销机构及其他销售机构进行公开发售，基金管理人可根据情况 变更或 ...

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 ...

Group 1 - The fund will set a total scale limit of RMB 10 billion starting from June 30, 2025, to maintain the interests of fund shareholders and ensure stable fund operations [1][2] - If the total scale exceeds RMB 10 billion on a given day, the fund manager will confirm subscription applications on a pro-rata basis [1][2] - The calculation method for the subscription confirmation ratio is provided, ensuring transparency in the process [1][6] Group 2 - The fund will resume large subscriptions, including regular investment plans, starting from June 30, 2025, lifting the previous limit of RMB 100 on single-day subscriptions [4][5] - A new total scale limit of RMB 8 billion will be implemented, with similar pro-rata confirmation principles applied if the limit is exceeded [4][5] - Investors can consult the fund manager's website for information on confirmation ratios and any adjustments to scale control measures [2][6] Group 3 - The announcement includes the addition of Everbright Securities as a sales agent for the Wanji Stable Bond Fund, effective from July 7, 2025 [9][10] - The fund will be publicly offered from July 7 to July 25, 2025, allowing investors to subscribe through Everbright Securities [9][10]

自基金投顾试点五年以来，我国买方投顾业务取得了哪些成效与展业经验，又面临着怎样的发展趋 势与挑战？在养老金融中，投顾将扮演何种关键角色？ 在晨星中国2025年度投资峰会上，易方达基金副总裁陈彤先生以《买方投顾之中国实践》为题，深 度剖析了中国投顾业务五年试点的成效、挑战与未来方向。 易方达基金副总裁陈彤 01 实践体会：坚持买方立场 陈彤先生指出， 基金投顾在改善投资者收益体验方面成效显著 ，数据显示，多家投顾试点机构 客户盈利占比达70%以上。他认为， 投顾的价值是多维度的 ：它能改善客户的实际收益，也能有 效提供新的就业岗位，重置行业流量入口与销售格局，减少买卖双方的信息不对称，可以作为有 效的外部约束帮助资管行业重塑客户信任，优化行业基础设施建设。 陈彤强调， 投顾一定要坚持买方立场，培养真正将客户利益放在首位的文化 。他分享了围绕买 方投顾的一系列实践体会，例如：为实现客户利益最优，必须坚持全市场筛选基金；投顾板块应 设立与资产管理相隔离的独立投研团队，因为投资基础资产与研究基金产品存在差异，管理基金 的基金经理并不一定擅长做基金配置；同时，顾问与销售人员的立场、知识体系和目标不同，二 者也要分离。 ...