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GUM:8月强积金市场延续升势录得1.6%的回报 人均回报4956港元
Zhi Tong Cai Jing· 2025-08-21 03:25
Group 1 - The core viewpoint is that the MPF market continues to show a steady upward trend, with a recorded return of 1.6% in August and an overall increase of 11.9% year-to-date [1] - The average return per person in August was HKD 4,956, while the average gain since the beginning of the year reached HKD 32,657 [1] - Stock funds remain the primary driver of MPF performance, with the stock fund index rising by 16.7% year-to-date [1] Group 2 - The best-performing fund in August was the Japanese stock fund, which recorded a 5.5% increase, and a year-to-date growth of 17.1% [1] - The Greater China stock fund and Hong Kong stock fund also performed well, with increases of 4.3% and 2.5% respectively, the latter achieving a year-to-date increase of 26.2% [1] - The US stock fund had the weakest performance, with only a 1.3% increase in August and a year-to-date return of 8.4%, indicating recent volatility in the US stock market [1] Group 3 - The MPF market is characterized by a strong performance in Asian and local markets, with mixed asset funds benefiting from the stock market's upward trend [1] - Fixed income funds maintained stability but offered limited returns [1] - GUM advises members to regularly review their asset allocation based on their risk tolerance and retirement goals, highlighting the long-term growth potential of stock funds despite short-term volatility [2]
金元顺安丰利债券型证券投资基金恢复大额申购(含转换转入、定期定额申购)公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-18 23:56
Group 1 - The fund will suspend accepting large subscriptions exceeding 1 million yuan starting from August 14, 2025, but has decided to resume large subscriptions immediately due to the elimination of previous influencing factors [1] - Investors can check relevant information on the company's website or contact customer service for inquiries [1] Group 2 - From August 20, 2025, Huatai Securities will be added as a sales institution for certain funds managed by the company, allowing investors to handle various fund-related transactions through Huatai Securities [3] - The company has agreed to participate in fee rate discounts for its funds sold through Huatai Securities, with specific discount rates and terms to be published on Huatai Securities' page [4] Group 3 - The minimum amount for regular investment in funds is set at 10 yuan, and investors can apply for this service at Huatai Securities sales outlets [7] - Investors can consult details through Huatai Securities or the company's customer service [7]
国联安基金管理有限公司关于旗下部分 基金增加招商证券为基金申购赎回代办 券商的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-17 22:38
国联安基金管理有限公司关于旗下部分 基金增加招商证券为基金申购赎回代办 券商的公告 经上海证券交易所、深圳证券交易所确认,根据国联安基金管理有限公司(以下简称"本公司")与招商 证券股份有限公司(以下简称"招商证券")签署的申购、赎回业务代理协议,本公司决定自2025年8月 18日起增加招商证券为国联安中证全指证券公司交易型开放式指数证券投资基金(场内简称:证券ETF 基金,二级市场交易代码:159848,一级市场申购、赎回代码:159848)、国联安中证消费50交易型开 放式指数证券投资基金(场内简称:消费ETF基金,二级市场交易代码:159670,一级市场申购、赎回 代码:159670)、国联安创业板科技交易型开放式指数证券投资基金(场内简称:创科技ETF基金,二 级市场交易代码:159777,一级市场申购、赎回代码:159777)、国联安上证科创板50成份交易型开放 式指数证券投资基金(场内简称:科创50ETF基金,二级市场交易代码:588180,一级市场申购、赎回 代码:588180)、国联安上证科创板芯片设计主题交易型开放式指数证券投资基金(场内简称:科创芯 片设计ETF,二级市场交易代码:5887 ...
新华基金管理股份有限公司关于新华中证云计算50交易型开放式指数证券投资基金增加一级交易商的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-16 06:04
Group 1 - The announcement date is August 16, 2025, regarding the addition of new primary dealers for the Xinhua CSI Cloud Computing 50 ETF [1] - Starting from August 18, 2025, investors can conduct subscription and redemption transactions for the Xinhua CSI Cloud Computing 50 ETF through the newly appointed institutions [1] - The institutions involved include CITIC Securities Co., Ltd., CITIC Securities (Shandong) Co., Ltd., and CITIC Securities South China Co., Ltd. [1] Group 2 - Investors can consult the following institutions for inquiries: CITIC Securities Co., Ltd. (Customer service: 95548), CITIC Securities (Shandong) Co., Ltd. (Customer service: 95548), CITIC Securities South China Co., Ltd. (Customer service: 95548), and Xinhua Fund Management Co., Ltd. (Customer service: 400-819-8866) [1] - The company emphasizes the importance of investor education and encourages investors to understand the risks associated with fund investments [1]
南华基金管理有限公司关于以通讯方式召开南华瑞盈混合型发起式证券投资基金基金份额持有人大会的第一次提示性公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-14 08:53
Meeting Overview - The South China Fund Management Co., Ltd. announced a meeting for the South China Ruiying Mixed Initiation Securities Investment Fund to discuss the modification of the fund contract termination clause [1][4][34] - The meeting will be held via communication method, with voting starting from August 13, 2025, to September 15, 2025, at 17:00 [2][5] Voting Process - Fund holders can submit their votes through physical ballots, which can be downloaded from the fund management company's website or the China Securities Regulatory Commission's electronic disclosure website [6][8] - The voting rights are based on the number of fund shares held as of the registration date, with each share representing one vote [20][23] Agenda Items - The main agenda item is to review the proposal to modify the termination clause of the fund contract [4][34] - The proposal aims to adapt to market changes and better protect the interests of fund holders [34] Authorization - Fund holders can authorize others to vote on their behalf, with specific requirements for both individual and institutional investors [10][12] - The authorization must be submitted within the voting period, and the effectiveness of the authorization is determined by the last submitted document [17][18] Decision-Making Criteria - The resolution requires at least two-thirds of the voting rights represented by valid votes from fund holders to pass [23][35] - If the meeting does not meet the required quorum, a second meeting may be convened within three to six months [23][35] Fund Management Information - The fund management company is located in Hangzhou, Zhejiang Province, and can be contacted for inquiries [24] - The fund's registered capital has been updated to 250 million RMB [40]
先锋基金管理有限公司 关于增加注册资本的公告
Sou Hu Cai Jing· 2025-08-13 23:14
| 股东名房 | 出奇蘭(月元 | REVENING | | --- | --- | --- | | 2017 11:42 2017 11:42 11:00 10 | 21,512,30 | 93.5317 | | | 1.147.70 | 4.99 | | ● 深圳市瑞智能投资合伙企业 和服合伙) | 34000 | 1.4783 | | 品体 | 23,000,00 | 1001 | | 北京福中达投资有限公司 | | | 经先锋基金管理有限公司(以下简称"本公司")股东会审议通过,本公司的注册资本由原来的 20,500 万元人民币增加至 23,000 万元人民币。 本次增加注册资本后,本公司的股权结构为: 本公司根据相关法律法规及规范性文件的规定,就本次增加注册资本事宜修改了公司章程相应条款。本 公司已完成工商变更及章程备案手续,并按有关规定向监管部门备案。 特此公告。 先锋基金管理有限公司 2025年8月14日 ...
易方达基金澳门设立公司获证监会备案通过
Xin Hua Cai Jing· 2025-08-12 12:27
Core Viewpoint - E Fund has received approval from the China Securities Regulatory Commission to establish a company in Macau, aiming to enhance its asset management services for investors in the region [1] Group 1: Company Establishment - E Fund plans to establish a company named E Fund Investment Fund Management (Macau) Co., Ltd., focusing on providing asset management and related services to investors in Macau and surrounding areas [1] - The company will submit an application to the Macau Financial Management Bureau for formal approval after receiving regulatory backing [1] Group 2: Strategic Partnerships - In August 2024, E Fund signed a memorandum of cooperation with Itaú Asset Management in Brazil, indicating a strategic partnership to enhance cross-border financial services [1] - A product linked to E Fund's MSCI China A50 Connect ETF (code: SILK11) has been listed on the Brazilian Securities and Futures Exchange, showcasing the collaboration's immediate outcomes [1] Group 3: Market Positioning - The establishment of the Macau company will enable E Fund to better position itself within the Guangdong-Hong Kong-Macau Greater Bay Area, facilitating innovation in cross-border financial products and services [1] - E Fund aims to improve its global asset allocation capabilities and client service for both domestic and international investors, striving to become a leading investment institution [1]
东吴基金新任75后薛臻为董事长,原董事长马震亚到龄转任高级督导
Sou Hu Cai Jing· 2025-08-12 01:12
Group 1 - Dongwu Fund Management Co., Ltd. announced a change in its chairman on August 9, 2023 [1] - The new chairman, Xue Zhen, will assume the position on August 7, 2025, succeeding Ma Zhenya, who is transitioning to a senior supervisory role due to age [2] - Dongwu Fund was established on September 2, 2004, with a registered capital of 100 million yuan, and its business scope includes fund raising, fund sales, asset management, and other activities permitted by the China Securities Regulatory Commission [2]
富国中证港股通高股息投资交易型开放式指数证券投资基金上市交易公告书提示性公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-10 23:22
Group 1 - The announcement details the listing of the Fullgoal CSI Hong Kong Stock Connect High Dividend ETF on August 14, 2025, on the Shenzhen Stock Exchange [1] - The fund manager assures that the information in the listing announcement is accurate and complete, taking responsibility for any misrepresentation [1] - Investors can access the full listing announcement on the company's website and the China Securities Regulatory Commission's fund disclosure website [1] Group 2 - The Fullgoal Fund Management Company is convening a meeting for the fund holders of the Fullgoal CSI Communication Equipment Theme ETF to discuss changing the fund's custodian and amending the fund contract [3][6] - The meeting will be held via communication methods, with voting starting from August 12, 2025, to September 10, 2025 [4][6] - The rights registration date for fund holders to participate in the meeting is August 11, 2025 [6] Group 3 - The proposed agenda for the meeting includes changing the custodian of the fund to Huatai Securities Co., Ltd. and revising the fund contract [21][22] - The resolution requires approval from at least two-thirds of the voting rights represented by the fund holders [15][22] - If the proposal is approved, the fund management will modify the fund contract and disclose the updated documents accordingly [18][22]
百亿基金经理收益回暖!张坤规模领衔,王明旭7产品年内亏损
Nan Fang Du Shi Bao· 2025-08-08 07:51
Group 1 - The core viewpoint of the articles indicates a strong recovery in the performance of actively managed equity funds in 2025, with 95% of these funds achieving positive returns and an average return exceeding 15% as of August 7 [2][3] - The pharmaceutical sector has emerged as the biggest winner, with four actively managed equity funds achieving returns that have doubled this year, all focusing on the pharmaceutical industry [4][5] - As of mid-2025, there are 90 fund managers managing over 10 billion yuan, with Zhang Kun from E Fund leading with over 50 billion yuan under management [8][9] Group 2 - The average return of actively managed equity funds has outperformed major stock indices, such as the CSI 300 and the CSI 500, which recorded returns of 4.6% and 10.6% respectively [3] - The average return of the entire market of over 4,500 actively managed equity funds is 15.03%, compared to 11.8% for over 2,500 stock index funds [3] - Despite the overall positive performance, there are still 228 actively managed equity funds with negative returns, with the worst performer, Qianhai Kaiyuan AI A, showing a return of -18.5% [4][6] Group 3 - The top-performing funds in the pharmaceutical sector include Changcheng Pharmaceutical Industry Selection, Bank of China Hong Kong Stock Connect Pharmaceutical, Yongying Pharmaceutical Innovation Selection, and Huashan Pharmaceutical Biotechnology, all achieving significant returns [4][5] - The performance of fund managers varies significantly, with some, like Zhang Wei and Zhang Lu, achieving returns of 65.8% and 53.4% respectively, while others, such as Wang Mingxu, have negative returns [12][13] - The total scale of actively managed equity funds reached 3.39 trillion yuan by mid-2025, although the total number of shares decreased by 198.24 billion compared to the end of the previous year [6][7]