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富安达基金管理有限公司关于旗下部分基金增加诺亚正行基金销售有限公司为销售机构的公告
Xin Lang Cai Jing· 2025-12-28 20:29
三、投资者可通过以下途径咨询有关详情 1. 诺亚正行基金销售有限公司 根据富安达基金管理有限公司(简称"本公司")与诺亚正行基金销售有限公司(以下简称"诺亚正行")签 署的开放式证券投资基金销售服务协议及补充协议,自2025年12月29日起,本公司旗下部分基金将增加 诺亚正行为销售机构,同时开通办理基金的定投及转换业务。投资者可在诺亚正行办理相关基金的开 户、申购、赎回等业务,业务办理的具体事宜请遵从该公司的相关规定。 一、适用基金 ■ 二、适用投资者范围 适用于通过诺亚正行交易平台办理本公司指定基金的开户、申购、定投、转换、赎回等业务的投资者。 业务申请办理时间为指定基金开放日的开放时间。 2.风险提示:投资人应当充分了解基金定期定额投资和零存整取等储蓄方式的区别。定期定额投资并不 能规避基金投资所固有的风险,不能保证投资人获得收益,也不是替代储蓄的等效理财方式。由于基金 定投本身是一种基金投资方式,因此不能避免在投资运作过程中可能面临各种风险。本基金管理人承诺 以诚实信用、勤勉尽责的原则管理和运用基金财产,但不保证基金一定盈利,也不保证最低收益,投资 者投资于本基金管理人旗下基金时应认真阅读相关基金合同、 ...
固根基·创价值·利长远——深圳公募基金高质量发展在行动 | 腾安基金:以信立基 向实而行
Core Viewpoint - The article emphasizes the importance of high-quality development in the public fund industry, highlighting the responsibility of fund sales institutions to align with the financing needs of the real economy and the wealth expectations of millions of investors [1] Group 1: Product Empowerment - The company adheres to the principle of selecting excellent products, matching them with suitable investors, and helping investors maintain their investments, establishing a three-dimensional evaluation system focused on long-term performance stability, sustainable research capabilities, and effective compliance risk control [2] - The company has introduced over 10,000 products to meet diverse investment needs and risk preferences, creating a complete product spectrum from low-risk to high-risk options, while promoting theme products aligned with national development strategies [2] - Since 2019, the company has reduced the subscription fee rate for all platform fund products to 10%, significantly lowering costs for investors [3] Group 2: Service Upgrade - The company shifts from a sales-driven approach to a deep companionship model, focusing on long-term investor interests by reforming internal assessment systems and building a comprehensive companionship framework [4] - The company utilizes big data and risk assessment tools to provide tailored services, helping over 10 million elderly clients avoid potential mismatches in investment risk [4] - Post-investment, the company engages clients through interactive tools and educational content, resulting in a 68% increase in average holding days for bond fund clients and a 48% increase in average holding returns [4] Group 3: Technology-Driven - The company integrates technology innovation as a core driver for service upgrades, leveraging Tencent's ecosystem and advanced algorithms to create an efficient and secure wealth management service system [6] - The company has achieved a 60% simplification in the onboarding process, allowing investors to complete account setup and initial subscriptions in just three minutes [6] - The company has developed an AI financial assistant that significantly improves response times for common inquiries, enhancing service efficiency [7] Group 4: Industry Collaboration - The company promotes a collaborative approach within the industry, working with over 100 asset management institutions to shift from scale competition to building a healthy ecosystem [8] - It has established deep partnerships with 18 leading fund companies to create a "Long-Term Fund Pool" and a shared information platform for better service delivery [8] - The company has implemented reverse sales strategies to guide investors in making informed decisions during market downturns, resulting in significant profits for many investors [8] Group 5: Future Focus - The company aims to continue its low-fee strategy, expand floating rate product offerings, and cultivate professionals with both financial expertise and customer service skills [9] - The core goal is to become a trusted "financial assistant" for investors, focusing on compliance, professionalism, and inclusivity in wealth management [9] - The company is committed to exploring various financial innovations, including inclusive finance, technology finance, and green finance, to fulfill its mission in the high-quality development of the industry [9]
以信立基 向实而行
当公募基金资产净值突破36万亿元之际,数亿投资者的财富期盼与实体经济的融资需求在此交汇,高质 量发展已不再是口号,而是基金销售机构必须扛起的时代责任。腾安基金作为腾讯集团旗下的基金销售 机构,自成立之初,便秉持"用户为本、科技向善"的理念,践行金融为民的指导思想。腾安基金深刻认 识到,告别规模至上的旧逻辑、构建以投资者利益为核心的新生态,既是响应《推动公募基金高质量发 展行动方案》号召的应有之义,更是公司行稳致远的根本所在。 腾安基金将行业高质量发展要求转化为长期发展动力,并以金融科技能力和微信生态为依托,通过"让 利于民、优化机制、创新体验"三维实践,书写"以投资者为本"的时代新答卷。 ● 腾安基金销售(深圳)有限公司 产品赋能 精准匹配每一分投资需求 腾安基金始终坚持"选出优秀产品、卖给合适的人、助力投资者拿得住"的理念,并为此构建了以"长期 业绩稳定性+投研能力可持续性+合规风控有效性"为核心的三维评估体系。 公司摒弃短期排名崇拜,更关注基金是否持续跑赢业绩比较基准、能否在市场波动环境下为投资者创造 超额收益;通过精选历经市场牛熊考验的"长青基金",为投资者构筑坚实防线,链接管理人和投资者长 期利益。 ...
华商基金管理有限公司关于旗下部分基金2026年非港股通交易日暂停申购赎回等交易类业务的公告
Xin Lang Cai Jing· 2025-12-24 19:52
Group 1 - The company announces the suspension of certain fund transactions on non-Hong Kong Stock Connect trading days in 2026 to ensure stable fund operations and protect the interests of fund shareholders [1][2] - The applicable funds for this suspension include any new funds issued by the company in 2026 that participate in Hong Kong Stock Connect trading [1] - The suspension period is from January 1, 2026, to December 31, 2026, on non-Hong Kong Stock Connect trading days, during which fund subscription, redemption, regular investment, fund conversion, and transfer will not be available [1] Group 2 - The company will adjust and announce changes if there are modifications to the non-Hong Kong Stock Connect trading day arrangements [2] - Investors are advised to make trading arrangements in advance to avoid inconvenience due to holiday reasons [2]
市场情绪摸不透?带你读懂机构预期
Wind万得· 2025-12-23 22:39
经济景气有 PMI(采购经理人指数)作为"晴雨表",那市场的情绪如何判断?万得基金联合众多投资经 理共同 打造的 投资经理情绪 (IMI) 功能 ,就是为市场情绪提供一个更立体、更真实的观测窗口。 它是一套基于买方、资管、券商、银行等核心机构真实预期构建的情绪洞察体系。它把专业投资者对未 来市场、资产、行业的看法转化为可观察、可比较、可互动的情绪温度,让更多投资者能够读懂市场 的"脉搏"。 图 市场情绪的"全景扫描仪" 图 每月,市场上不同类型的专业投资经理都会把对未来三个月市场的判断——乐观?谨慎?悲观?通过问 卷"投喂"给大数据。 这些来自一线投研的真实观点经过结构化处理与情绪映射后,形成了全市场的情绪全景。 ● A股、美股等主要市场的情绪方向 ● 行业赛道(科技、制造、消费、周期等)的情绪强弱 ● 风格偏好(大盘/小盘、成长/价值)的变化 ● 跨资产预期(债券、黄金、原油等) 图 看懂不同机构的真实想法 图 投资经理情绪的深度解析功能进一步把情绪拆解到机构层面,让你看到不同机构类型的"心态"。 核心买方: 具备 大资金、长周期、稳健风格特点。它们的情绪往往是长期趋势的参考信号。 资管机构: 研究更深、覆 ...
景顺长城基金管理有限公司关于旗下部分基金新增长城证券为销售机构的公告
Core Viewpoint - The announcement details the addition of two new sales agencies, Changcheng Securities and E Fund Wealth Management, for the distribution of certain funds managed by Invesco Great Wall Fund Management Company, effective December 24, 2025 [1][6]. Group 1: Sales Agency Information - Changcheng Securities will sell specific funds under a commission agreement with Invesco Great Wall Fund Management Company, with details on business processes and fee discounts to be determined by Changcheng Securities [1]. - E Fund Wealth Management will also sell certain funds under a similar agreement, with specific operational details to be provided by E Fund Wealth [6]. Group 2: Fund Operations - Subscription and redemption services are only available during normal subscription periods and specific open days, with special regulations applicable during closed or fundraising periods as outlined in the relevant legal documents [1][6]. - A regular investment plan allows investors to set up automatic deductions for fund purchases, with specific rules and procedures to be followed as per the sales agency's guidelines [2][7]. - Fund conversion services may be available, requiring investors to ensure that the funds are in redeemable and purchasable states, with additional rules applicable [2][7]. Group 3: Customer Service Information - Investors can contact Invesco Great Wall Fund Management Company at customer service numbers 400 8888 606 and 0755-82370688 for inquiries [3][8]. - E Fund Wealth Management can be reached at customer service number 4001608888 for further assistance [8].
红土创新基金管理有限公司关于旗下部分基金新增易方达财富为销售机构的公告
Group 1 - The company has signed sales agreements with E Fund Wealth Management and China Galaxy Securities to add them as sales institutions for certain fund products starting from December 24, 2025 [1][5] - Investors will be able to perform account opening, subscription, redemption, and regular investment through these sales institutions for the specified funds [1][6] - The services are applicable only during normal subscription and redemption periods, and specific open days and times as outlined in the fund contracts and prospectuses [1][7] Group 2 - Fee rate discounts will be implemented for investors who subscribe to the company's funds through E Fund Wealth Management and China Galaxy Securities, with details subject to the respective institutions' rules [2][7] - The original fee rates can be found in the fund contracts and updated prospectuses, as well as the latest business announcements from the company [2][7] Group 3 - Investors can consult for more details through the customer service numbers and websites of E Fund Wealth Management and China Galaxy Securities, as well as the company itself [3][7]
易方达财富正式开业,聚焦投顾业务精细化运营
Bei Jing Shang Bao· 2025-12-23 12:43
Group 1 - The core viewpoint of the article is that E Fund's subsidiary, E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd., has officially launched, marking a significant step in the development of investment advisory services in the industry [1][2] - E Fund Wealth aims to guide residents in wealth allocation through capital markets, fulfilling the asset management industry's responsibility to share economic development benefits [1] - The launch event included the upgrade of E Fund's one-stop financial service platform, "e-wallet," which now offers zero-fee fund distribution services and professional investment advisory support [1] Group 2 - E Fund Wealth was approved by the China Securities Regulatory Commission in June 2025, with a registered capital of 100 million yuan, focusing on exploring new models and business formats in investment advisory and wealth management [2]
易方达财富在广州南沙开业 打造国内一流买方投顾平台
Sou Hu Cai Jing· 2025-12-23 11:41
Core Viewpoint - E Fund's subsidiary, E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd., has officially launched, marking the establishment of the first professional institution in China focused on fund investment advisory services, contributing to the high-quality transformation of the wealth management market [1] Group 1: Event Highlights - The opening ceremony featured traditional performances, enhancing the event's significance, with leaders from regulatory bodies and over 60 financial institutions in attendance [3] - The Guangzhou Local Financial Management Bureau emphasized the strategic importance of E Fund Wealth in developing the advisory industry and fostering a collaborative ecosystem [3] - The Nansha Development Zone's leadership expressed support for E Fund Wealth's establishment, aligning with the region's strategic goals of becoming a financial hub [4] Group 2: Company Developments - E Fund Wealth's launch signifies a new chapter in E Fund's investment advisory business, focusing on refined operations and high-quality development [4] - The upgraded "e-wallet" platform offers comprehensive fund distribution services with zero-fee promotions, enhancing customer experience through professional advisory services [5] - E Fund Wealth aims to build a leading buy-side advisory platform, leveraging its experience and innovative strategies to contribute to the long-term growth of residents' wealth [6]
东财基金管理有限公司关于旗下基金参与北京济安基金销售有限公司认购、申购(含定期定额投资)费率优惠活动的公告
Core Viewpoint - Dongcai Fund Management Co., Ltd. is participating in a fee discount activity for fund subscription and purchase through Beijing Jianan Fund Sales Co., Ltd. to better meet investors' financial needs [1][2]. Group 1: Applicable Time - The fee discount period is subject to the announcement by Jianan Fund [1]. Group 2: Applicable Fund Range - The fee discount activity applies to fund products sold through Jianan Fund starting from the date of sale [2]. Group 3: Fee Discount Plan - During the fee discount period, there are no discount limits on subscription and purchase fees for the specified funds, with specific discount rates announced by Jianan Fund [3]. Group 4: Applicable Investors - The fee discount is available to investors who subscribe or purchase the specified funds through Jianan Fund [4]. Group 5: Important Notes - Detailed information about the funds and original fee rates can be found in the relevant legal documents and announcements from the company [4]. - Any changes to the fee discount plan and applicable time will be based on the latest announcements from Jianan Fund [4][5]. Group 6: Investor Consultation - Investors can consult details through Dongcai Fund Management Co., Ltd. and Jianan Fund Sales Co., Ltd. via their customer service numbers and websites [6].