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]

Core Viewpoint - The article discusses the achievements, challenges, and future directions of the buy-side investment advisory business in China over the past five years, emphasizing the critical role of investment advisors in the aging financial landscape [1]. Group 1: Achievements and Practices - The buy-side investment advisory has significantly improved investor return experiences, with data showing that over 70% of clients from several advisory pilot institutions are profitable [3]. - The value of investment advisory is multidimensional, enhancing client returns, creating new job opportunities, reshaping industry sales dynamics, and reducing information asymmetry between buyers and sellers [3]. - Investment advisors must maintain a buy-side stance and cultivate a culture prioritizing client interests, which includes comprehensive market fund selection and establishing independent research teams [3][4]. Group 2: Role in Pension Finance - As China enters an aging society, the pension finance sector faces significant challenges and opportunities, necessitating the integration of investment advisors to enhance service precision [5][6]. - The introduction of investment advisors can transition the pension model from a corporate decision-making approach to a more personalized "individual choice + investment advisor" model, allowing for tailored pension investment plans [6]. Group 3: Trends and Challenges - The TAMP (Turnkey Asset Management Platform) has promising development prospects in China, providing an efficient platform for investment advisors [7]. - The shift from asset management to wealth management presents challenges for fund companies, requiring management to possess "patient capital" and long-term vision [7]. - Data collaboration poses another challenge, particularly in areas like anti-money laundering and sales suitability, necessitating effective utilization of client data [7].

中信建投凤凰货币市场基金（以下简称"本基金"）经2015年1月4日中国证监会证监许可〔2015〕1号文 件准予募集注册，《中信建投凤凰货币市场基金基金合同》（以下简称"《基金合同》"）于2015年3月 31日生效。 为更好地满足投资者的投资需求，根据《中华人民共和国证券投资基金法》、《公开募集证券投资基金 运作管理办法》等法律法规的规定及《基金合同》的有关约定，经与本基金托管人中国邮政储蓄银行股 份有限公司协商一致，中信建投基金管理有限公司（以下简称"本公司"）决定自2025年6月24起增加本 基金D类基金份额，并对《基金合同》和《中信建投凤凰货币市场基金托管协议》（以下简称"《托管 协议》"）作相应修改。具体事项公告如下： 一、新增D类基金份额的基本情况 本基金按照收费方式等的不同将本基金分为A类、B类、C类和D类基金份额。新增的基金份额类别为D 类基金份额。本基金各类基金份额单独设置基金代码，其中A类基金份额代码为001006，B类基金份额 代码为004553，C类基金份额代码为018873，新增D类基金份额代码为024681，单独公布各类基金份额 的每万份基金已实现收益和7日年化收益率。 各类基金份额的 ...

Group 1 - The core point of the announcement is that Rongtong Fund Management Co., Ltd. has signed a sales agreement with Guotai Junan Securities Co., Ltd. to add Guotai Junan as a sales institution for certain open-end funds starting from June 23, 2025, and will also launch a regular investment plan [1][2]. - The applicable funds and business scope are mentioned, indicating that investors can use the new sales channel for regular investment services [1]. - Investors are advised to read the fund's legal documents, such as the "Fund Contract" and "Prospectus," for detailed information about the funds [1]. Group 2 - Contact information for both Guotai Junan Securities and Rongtong Fund Management is provided, including websites and customer service phone numbers for investor inquiries [1]. - The announcement is dated June 23, 2025, indicating the effective date for the new sales agreement and investment services [3].

Group 1 - The core point of the announcement is that from June 16, 2025, Rongtong Fund Management Co., Ltd. will add Huaxi Securities Co., Ltd. as a sales agency for certain open-end funds, allowing for regular investment and conversion services, as well as participation in front-end fee discount activities [1] - The fee discount applies to the front-end subscription fees for funds that are in the normal subscription period, excluding back-end fees and fees for funds in the fundraising period [1][2] - Investors can only convert fund shares within the same fee structure, meaning front-end shares can only be converted to other front-end shares, and back-end shares to back-end shares [4] Group 2 - Investors are encouraged to read the fund's legal documents, such as the Fund Contract and Prospectus, for detailed information about the funds [5] - For inquiries, investors can contact Huaxi Securities or Rongtong Fund Management through their respective websites and customer service numbers [6]

Group 1: National Enterprise Annuity Fund Data - As of the end of Q1 2025, the net asset value of the national enterprise annuity fund exceeded 3.7 trillion yuan, reaching 37,004.62 million yuan [2][3] - The cumulative return over the past three years for the national enterprise annuity fund is 7.46% [2][3] - The investment returns for the national enterprise annuity fund in 2023 and 2024 were 1.21% and 4.77%, respectively [3] Group 2: Investment Management Breakdown - In single plans, there are 1,422 fixed income combinations with a total asset amount of 331.24 billion yuan and a cumulative return of 10.8% over three years [3][4] - In collective plans, there are 116 fixed income combinations with a total asset amount of 197.29 billion yuan and a cumulative return of 10.11% over three years [3][4] - The total number of combinations in single plans is 5,535, with a cumulative return of 7.42% [4] Group 3: Fund Management Scale - Two fund companies, E Fund and ICBC Credit Suisse, have management scales exceeding 310 billion yuan, reaching 311.8 billion yuan and 315.1 billion yuan, respectively [5] - The only fund company with a management scale between 200 billion and 300 billion yuan is Southern Fund, which has increased from approximately 246 billion yuan at the end of last year [6] Group 4: Pension Product Performance - The investment return for pension products in Q1 was 0.58%, with a total net asset value of approximately 2.4 trillion yuan [8] - The investment return for ordinary stock-type pension products was 1.68%, while the return for Hong Kong stock-type products reached 7.48% in Q1 [8][9] - The cumulative return since inception for pension products is 33.46% [8]

Baltic Horizon Fund applied for bondholders’ approval for certain amendments to the terms and conditions (the Terms and Conditions) of the Baltic Horizon Fund EUR 42 million 5-year floating rate bonds maturing in 2028 (ISIN EE3300003235, the Bonds) in relation to the Bonds by way of written procedure initiated on 9 June 2025. Bondholders who were entered in the registry of bond-holders maintained by Nasdaq CSD SE on 6 June 2025 were entitled to vote in the written procedure (the Holders). Altogether Holders ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 根据平安基金管理有限公司（以下简称"本公司"）与东方证券股份有限公司签署的销售协议，本公司自 2025年6月9日起新增以上机构为以下产品的销售机构。 现将相关事项公告如下： 投资者通过销售机构申购或定期定额申购、转换上述基金，享受费率优惠，优惠活动解释权归销售机构 所有，请投资者咨询销售机构。本公司对其申购费率、定期定额申购费率以及转换业务的申购补差费率 均不设折扣限制，优惠活动的费率折扣由销售机构决定和执行，本公司根据销售机构提供的费率折扣办 理，若销售机构费率优惠活动内容变更，以销售机构的活动公告为准，本公司不再另行公告。 三、重要提示 1、定投业务是基金申购业务的一种方式。投资者可以通过销售机构提交申请，约定每期扣款时间、扣 款金额及扣款方式，由销售机构于每期约定扣款日在投资者指定资金账户内自动完成扣款及基金申购业 务。上述开通定投业务的基金的每期最低扣款金额详见招募说明书及相关公告，销售机构可根据需要设 置等于或高于招募说明书或相关公告要求的最低扣款金额，具体最低扣款金额以销售机构的规定为准。 2、基金转换是指基金份额持有人按照 ...

Group 1: New Fund Establishments - Shenzhen Artificial Intelligence Terminal Industry Private Equity Investment Fund has been established with a total investment of 1.44 billion yuan, focusing on equity investment and asset management [2] - Hubei Humanoid Robot Industry Investment Fund has been established with a total investment of 5 billion yuan, targeting unlisted companies and private equity activities [3] - Guangxi Liugong Huasheng Venture Capital Fund has been registered with a total scale of 500 million yuan, focusing on health, advanced manufacturing, and artificial intelligence sectors [3] Group 2: Strategic Focus and Goals - Shenzhen's action plan aims for the artificial intelligence terminal industry to reach a scale of over 800 billion yuan by 2026, with a target of 1 trillion yuan [2] - The QFLP fund in Guangxi aims to leverage policy advantages to promote innovation in traditional Chinese medicine and smart healthcare [4] - The "QFLP fund" will enhance the synergy of "medicine + technology + capital" in the medical trial zone, injecting new momentum into regional economic development [4] Group 3: Investment Strategies and Areas - The QFLP fund will focus on strategic emerging industries, including health, advanced manufacturing, and artificial intelligence [3] - The "Qianhai Dinghui Deep Hong Kong Co-investment Fund" will invest in cutting-edge fields such as artificial intelligence and biotechnology [5] - China Pacific Insurance's "Taibao New M&A Private Fund" aims for a target scale of 30 billion yuan, focusing on state-owned enterprise reform and modern industrial system construction in Shanghai [6][7] Group 4: Financial Ecosystem and Support - China Pacific Insurance has established a comprehensive financial service system to support over 7,000 technology enterprises, with a loan balance of nearly 200 billion yuan [13] - The "Chengtong Science and Technology Investment Fund" aims to support hard technology sectors with a total planned scale of 30 billion yuan [8] - The fund will focus on seed, startup, and growth-stage technology innovation companies, providing long-term funding support for marketable laboratory results and disruptive technologies [9]

六月盛夏骄阳，高考如约而至。据 教育 部5月28日公布的数据，2025年全国高考报名人数 1335万人，较上年减少7万人，为2016年以来首次下降。数据显示，2024年全国高考报名 人数为1342万人，该年高校招生人数为1068.9万人，均创历史新高。 如果想当一名基金经理，应该具有什么样的 教育 背景？或是有志于从事投资行业的家 长和 学子最为关心的。 东方财富 Choice数据显示，目前全市场共有约3850位基金经理，3842位基金经理披露了学 历信息。其中，最高学历为硕士的基金经理有3360位，占比87.45%；博士学历有377位， 占比9.81%；本科学历105位，占比2.73%；硕博比例高达97.27%。 据不完全统计，最盛产基金经理的五大高校分别是北京大学、复旦大学、清华大学、上海交 通大学和上海财经大学，在任基金经理人数分别为208人、179人、174人、135人和122 人。中国人民大学、南开大学、中央财经大学、武汉大学、厦门大学、香港大学、南京大学 也为公募基金行业输送了30位以上基金经理。此外，中国科学院作为专业性的研究机构，亦 有近30位毕业生担任基金经理一职。 免责声明 以上观点来自相 ...