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Use of Share Mutual Class Fund Will Be Limited: Framsted
Yahoo Finance· 2025-11-24 22:09
Capital Group Head of Global Product Strategy and Development Holly explains why the industry and infrastructure is not ready to accommodate ETFs as a shared class mutual fund on 'ETF IQ.' ...
Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in October
Businesswire· 2025-11-24 21:40
NEW YORK--(BUSINESS WIRE)--Lazard Global Total Return and Income Fund, Inc. (the "Fund") (NYSE:LGI) is confirming today, pursuant to its Managed Distribution Policy, as previously authorized by its Board of Directors, a monthly distribution of $0.14770 per share on the Fund's outstanding common stock. The distribution is payable on December 23, 2025, to shareholders of record on December 11, 2025. The ex-dividend date is December 11, 2025. The Fund will pay a previously declared distribution to. ...
告别“脸盲症”!ETF开启更名潮,基金管理人简称成标配
Nan Fang Du Shi Bao· 2025-11-24 13:16
据wind数据,截至11月24日,全市场ETF数量已达1367只,部分热门指数的相关产品多达十几只甚至几 十只,近似的ETF简称增加了投资者区分难度。 投资者告别简称困惑,仍需理性甄别 事实上,多家头部基金公司此前已率先启动ETF更名工作,但多集中在头部基金公司。例如,包括易方 达基金、华夏基金、华泰柏瑞基金、嘉实基金等基金公司在多只ETF简称中打上自己公司印记。 破解同质化,ETF简称被规范 近日,沪深交易所同步发布的修订版基金业务指南,对ETF扩位简称提出了明确的规范化要求。 据新规,ETF基金扩位简称应按照"投资标的核心要素+ETF"结构命名,并包含基金管理人简称;增强 ETF基金扩位简称应按照"投资标的核心要素+增强+ETF"结构命名,并包含基金管理人简称。 沪深交易所要求,存量ETF基金扩位简称未包含基金管理人简称的应增加基金管理人简称,基金管理人 应于2026年3月31日前有序完成产品更名,保障业务平稳运行。 Wind数据显示,截至11月24日,全市场ETF规模达5.6万亿元,数量已达1367只。近年来,随着ETF市场 的迅猛发展,部分ETF简称出现高度雷同,给投资者选择产品带来了实质性的困扰。 ...
公募行业应对“帮忙资金”说“不”
Guo Ji Jin Rong Bao· 2025-11-24 10:23
近期,部分中小型基金公司规模出现"暴涨暴跌"的现象引起市场高度关注。公募基金行业发展有其 自身的特点,其规模忽大忽小,显然是不正常的,背后则是所谓的"帮忙资金"在作祟。个人以为,对于 公募行业的"帮忙资金",应坚决说"不"。 我国公募基金行业的发展,历经了从无到有,从小到大的历程。中国证券投资基金业协会的数据显 示,截至2025年三季度末,公募基金的规模已达到34.39万亿元,基金产品12905只。公募行业的庞大规 模在资本市场中发挥了中流砥柱的作用。 尽管整个行业发展取得了不俗的成绩,但个中存在的问题同样也不少。从公募基金公司看,一百余 家基金公司,其发展极不均衡,也呈现出非常明显的强者恒强,弱者恒弱的"马太效应"。有的基金公司 管理的规模达到数百亿甚至上千亿元,有的则不足百亿,甚至低于50亿元。 从基金类型来看,股票型基金、混合型基金、债券型基金,以及货币型基金的发展同样存在差异。 总体而言,债券型、货币型基金的规模往往大于股票型与混合型基金。 公募行业新基金的发行,除了通过行业创新、明星基金经理挂帅等方式吸引投资者外,借助于"帮 忙资金"的加盟也是常用的手段。所谓的帮忙资金,主要指基金公司自身投入的资金 ...
ETFs are taking over portfolios. What it means for markets and investors
Yahoo Finance· 2025-11-24 10:00
Investors are warming up to exchange-traded funds, so much so that many fundholders say they’re on the way to portfolios 100% loaded with ETFs. That’s the takeaway from a new Schwab Asset Management study that concludes 62% of ETF investors “envision putting their entire investment portfolios into ETFs, with 50% saying they could be fully invested in ETFs in the next five years.” That could be a leading-edge issue on the consumer investment front, as 66% of ETF investors included in Schwab Asset Manageme ...
Bancroft Fund Ltd. Q3 2025 Commentary (BCV)
Seeking Alpha· 2025-11-24 08:00
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霍顺朝离任国联鑫起点混合 赵菲管理
Zhong Guo Jing Ji Wang· 2025-11-24 07:56
| 基金名称 | 国联鑫起点灵活配置混合型证券投资基金 | | --- | --- | | 基金简称 | 国联鑫起点混合 | | 基金主代码 | 001413 | | 基金管理人名称 | 国联基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、 《基金管理公司投资管理人员管理指导意见》 | | | 等有关法规的规定 | | 基金经理变更类型 | 解聘基金经理 | | 共同管理本基金的 其他基金经理姓名 | 赵菲 | | 离任基金经理姓名 | 霍顺朝 | (责任编辑:康博) 赵菲2008年8月至2011年5月曾任国泰君安证券股份有限公司证券及衍生品投资总部投资经理;2011 年5月至2012年11月曾任嘉实基金管理有限公司结构产品投资部专户投资经理。2012年11月加入国联基 金管理有限公司,现任多策略投资部基金经理。 国联鑫起点混合A/C成立于2015年6月12日,截至2025年11月21日,其今年来收益率为17.78%、 17.47%,成立来收益率为22.56%、14.56%,累计净值为1.2204元、1.1427元。 中国经济网北京11月24日讯 近日,国联基金公告,霍顺朝离 ...
新能源ETF上周领跌,传媒ETF回撤较少丨ETF基金周报
Market Performance - The Shanghai Composite Index fell by 3.9% last week, closing at 3834.89 points, with a high of 3992.4 points [1] - The Shenzhen Component Index decreased by 5.13%, ending at 12538.07 points, with a peak of 13251.78 points [1] - The ChiNext Index dropped by 6.15%, closing at 2920.08 points, with a maximum of 3137.07 points [1] - Major global indices also declined, with the Nasdaq Composite down 2.74%, the Dow Jones Industrial Average down 1.91%, and the S&P 500 down 1.95% [1] - In the Asia-Pacific region, the Hang Seng Index fell by 5.09%, and the Nikkei 225 Index decreased by 3.48% [1] ETF Market Performance - The median weekly return for stock ETFs was -4.56% [2] - The highest weekly return among scale index ETFs was -2.17% for the CCB SSE 50 ETF [2] - The highest weekly return among industry index ETFs was -0.8% for the FTSE China 800 Bank ETF [2] - The highest weekly return among strategy index ETFs was -1.32% for the Harvest CSI 300 Dividend Low Volatility ETF [2] - The highest weekly return among theme index ETFs was -0.15% for the Penghua CSI Media ETF [2] ETF Liquidity and Fund Flows - Average daily trading volume for stock ETFs increased by 32.1%, and average daily turnover rose by 6.8% [6] - The top five stock ETFs with the highest fund inflows included the Huatai-PB CSI 300 ETF with an inflow of 3.876 billion yuan [8] - The top five stock ETFs with the highest fund outflows included the Hua Bao CSI Bank ETF with an outflow of 321 million yuan [8] Financing and Margin Trading - The financing balance for stock ETFs increased from 47.722 billion yuan to 50.553 billion yuan [9] - The highest financing buy amount was for the E Fund ChiNext ETF, totaling 801 million yuan [9] ETF Market Size and Composition - The total size of the ETF market reached 55,994.97 billion yuan, a decrease of 1,305.99 billion yuan from the previous week [13] - Stock ETFs accounted for 64.0% of the total ETF market size, with a total size of 35,817.94 billion yuan [15] - The number of stock ETFs in the market was 1,065 out of a total of 1,355 ETFs [10] New ETF Issuance - No new ETFs were issued last week, but eight new ETFs were established, including the Harvest Hang Seng Technology ETF and the Penghua Hang Seng Biotechnology ETF [16] Institutional Insights - Pacific Securities highlighted the importance of advancements in AI foundational model technology, particularly in e-commerce and advertising sectors [16] - Galaxy Securities noted the potential of AI video and social ecosystems, emphasizing the shift towards ecological construction and scene penetration in various industries [17]
MSCI中国指数调整11月24日收盘后正式生效
Zhong Zheng Wang· 2025-11-24 00:16
Group 1 - 16 hard technology-themed funds have been approved, including 7 AI ETFs, 3 chip ETFs, 4 chip design ETFs, and 2 actively managed technology equity funds from various fund managers such as E Fund, GF Fund, and Invesco Great Wall Fund, expected to be launched soon [1] - QDII products, represented by indices like Nasdaq 100 and S&P 500, have tightened subscription limits, with some products suspending subscriptions due to high premium rates in the market, indicating a disparity in technology asset performance across different markets [1] - MSCI announced the results of its index review for November 2025, which will take effect after the market closes on November 24, including the addition of 26 Chinese stocks and the removal of 20 stocks from the MSCI China Index [1]
“抄底”钱,动了!A股增量资金将入场
Group 1 - The S&P Biotechnology ETF and Emerging Asia ETF were the top-performing cross-border ETFs for the week of November 17-21, with weekly gains of 1.35% and 0.67% respectively [1][3] - A significant number of bond ETFs saw gains during the same period, while renewable energy-themed ETFs experienced a collective pullback, with the Sci-Tech Board Renewable Energy ETF dropping the most at 13.44% [1][4][5] - Several broad-based ETFs, including the CSI 500 ETF, ChiNext ETF, and CSI 300 ETF, saw net inflows exceeding 2 billion yuan, indicating strong investor interest despite market fluctuations [1][6][8] Group 2 - The technology sector faced a pullback, but some funds began to adopt a "bottom-fishing" strategy, focusing on technology-related ETFs, such as the E Fund Chip ETF [2][7] - A total of 16 new public funds focusing on hard technology were approved, providing diverse investment options for investors looking to allocate to China's hard tech assets [10] Group 3 - The net inflow for the CSI 500 ETF was the highest at 5.778 billion yuan, followed by other ETFs like the ChiNext ETF and CSI 300 ETF, which also saw significant inflows [6][8] - The trading volume for broad-based ETFs tracking major indices, such as the CSI A500 and CSI 300, was substantial, with the A500 ETF alone exceeding 140 billion yuan in trading volume [9]