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华商基金投教系列:老年人投资理财如何避免被“坑”?| 北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-09-24 02:44
Group 1 - The core theme of the event is "New Era, New Fund, New Value," aimed at promoting high-quality development in the public fund industry in Beijing [1] - The initiative is guided by the Beijing Securities Regulatory Bureau and involves collaboration with various stakeholders, including fund managers, sales institutions, and media [1] - The activities will last for over a month and focus on investor education, protection, and enhancing the fund industry's ability to serve the real economy [1] Group 2 - Huashang Fund is actively promoting financial and investment knowledge, advocating for long-term and rational investment principles [1] - The fund aims to enhance public awareness of risk prevention and contribute to the high-quality development of the industry [1]
Cohen & Steers Closed-End Funds Declare Distributions for October, November and December 2025
Prnewswire· 2025-09-23 22:44
Core Viewpoint - The Board of Directors of Cohen & Steers Closed-End Funds has announced the monthly distributions for the last quarter of 2025, indicating a consistent cash distribution strategy for its funds [1] Distribution Summary - Monthly distributions for October, November, and December 2025 are detailed for various funds, with specific amounts allocated to each fund: - Cohen & Steers Closed-End Opportunity Fund, Inc.: $0.087 - Cohen & Steers Limited Duration Preferred and Income Fund, Inc.: $0.131 - Cohen & Steers Select Preferred and Income Fund, Inc.: $0.126 - Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund: $0.134 - Cohen & Steers Total Return Realty Fund, Inc.: $0.080 - Cohen & Steers Real Estate Opportunities and Income Fund: $0.110 - Cohen & Steers REIT and Preferred and Income Fund, Inc.: $0.136 - Cohen & Steers Quality Income Realty Fund, Inc.: $0.080 [1] Payment Schedule - The distribution payment schedule is as follows: - October: Ex-Dividend Date - Oct. 14, 2025; Payable Date - Oct. 31, 2025 - November: Ex-Dividend Date - Nov. 12, 2025; Payable Date - Nov. 28, 2025 - December: Ex-Dividend Date - Dec. 9, 2025; Payable Date - Dec. 31, 2025 [1] Distribution Strategy - The funds mentioned, including Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund, Cohen & Steers Real Estate Opportunities and Income Fund, Cohen & Steers Limited Duration Preferred and Income Fund, Inc., and Cohen & Steers Select Preferred and Income Fund, Inc., pay regular monthly cash distributions to common shareholders at a level rate that may be adjusted periodically [1]
成立以来业绩居前的新型浮动费率基金
Zhong Guo Zheng Quan Bao· 2025-09-23 20:16
Core Insights - The article presents the performance returns of various investment products since their inception, highlighting the top performers in the market [1]. Performance Summary - Huashang Zhiyuan Return A achieved a return of 42.72% since inception [1] - Invesco Great Wall Growth Partner recorded a return of 42.41% [1] - Jiashi Growth Win A reported a return of 40.27% [1] - Xin'ao Advantage Industry A had a return of 34.84% [1] - E Fund Growth Progress A achieved a return of 29.23% [1] - Wanjia New Opportunities Share A reported a return of 19.98% [1] - Huashan Competitive Advantage A had a return of 18.83% [1] - ICBC Hongyu Return recorded a return of 14.48% [1] - Yinhua Growth Smart Select A achieved a return of 14.22% [1] - Fortune Balanced Allocation A reported a return of 10.74% [1]
王小青,官宣离任董事长
中国基金报· 2025-09-23 14:52
中国基金报记者 方丽 孙晓辉 【导读】王小青正式离任招商基金董事长,钟文岳代任 又有公募巨头出现高管变更。 继上月请辞招商银行副行长后,王小青正式官宣离任招商基金董事长,由公司总经理钟文岳 代任。目前,王小青已在招商局金融控股有限公司(下称招商金控)出任总经理一职。 王小青正式离任招商基金董事长 钟文岳代任 9 月 23 日晚,招商基金发布高级管理人员变更公告称,王小青因工作安排自 9 月 24 日起 离任董事长,不再转任公司其他岗位,由公司总经理钟文岳代任招商基金董事长一职。 | 基金管理人名称 | 招商基金管理有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《证券基金经营 | | | 机构董事、监事、高级管理人员及从业人员监督管理办法》 | | 高管变更类型 | 离任基金管理人董事长、代任基金管理人董事长 | 钟文岳曾在招商基金任职多年,此前回归招商基金并担任总经理。从过往履历来看,他于 1992 年 7 月至 2015 年 6 月曾在中农信福建集团公司、申银万国证券、厦门海发投资实 业、二十一世纪科技投资、新江南投资、招商银行工作。 2015 年 6 ...
西部利得基金|视频:生存法则:风险规避的基石
Xin Lang Ji Jin· 2025-09-23 10:03
Group 1 - The article focuses on the 2025 Financial Education Promotion Week, emphasizing the importance of safeguarding financial rights and enhancing quality of life through financial literacy initiatives [1] - The fund industry is actively participating in this campaign, indicating a collective effort to improve financial education among the public [1] Group 2 - The MACD golden cross signal has formed, suggesting a positive trend in certain stocks, which may present investment opportunities [1]
万家基金|2025年金融教育宣传周 警惕AI“深伪”诈骗,保护信息财产安全
Xin Lang Ji Jin· 2025-09-23 09:56
Group 1 - The core viewpoint of the articles emphasizes the importance of financial education and consumer protection in the context of rising AI technology and its associated risks [2][5][9] - The financial regulatory authorities in China have launched a financial education campaign to enhance public awareness of financial literacy and risk prevention, particularly in light of new fraud techniques enabled by AI [2][5] - AI technologies are being exploited by criminals to create deceptive audio and visual content, leading to increased risks of fraud against consumers [5][11] Group 2 - The main fraudulent techniques identified include "voice simulation" and "face swapping," which are used to impersonate individuals and deceive victims into transferring money or sharing sensitive information [5][11] - Criminals often pose as familiar contacts or authority figures through social media and phone calls, making it crucial for consumers to verify identities before engaging in financial transactions [12] - Consumers are advised to protect their personal digital information, such as photos and voice recordings, to mitigate the risk of being targeted by these advanced scams [13]
万亿公募博时基金换帅!张东接棒,江向阳将奔赴下一程
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 08:12
Group 1 - The current chairman of Bosera Fund, Jiang Xiangyang, is set to transition to a new role at China Merchants Group's wholly-owned subsidiary, China Merchants Finance Leasing Co., Ltd. The current general manager and party secretary, Zhang Dong, is expected to be promoted to chairman [1] - Under Jiang Xiangyang's leadership for the past ten years, Bosera Fund's management scale has grown from 302.7 billion to 1.61 trillion yuan, covering a wide range of fund types including equity, bond, mixed, and QDII funds [1][4] - Zhang Dong has extensive experience in the banking sector, having worked at China Merchants Bank for nearly 30 years, and is expected to leverage his wealth management expertise to drive innovation at Bosera Fund [2][3] Group 2 - Bosera Fund, established in 1998, is one of the earliest public fund managers in China, with several subsidiaries including Bosera Fund (International) Co., Ltd. and Bosera Capital Management Co., Ltd. [4] - As of the end of 2024, Bosera Fund reported total assets of 13.421 billion yuan and a net profit of 1.515 billion yuan, with a slight increase in net profit to 763 million yuan in the first half of 2025 [4] - By the second quarter of 2025, Bosera Fund's public fund assets reached 1.13 trillion yuan, ranking among the top ten in the industry, with significant strengths in bond investments [5]
二级债基配置正当时 中欧优利债券10月9日起正式发行
Xin Lang Ji Jin· 2025-09-23 07:47
Group 1 - The core viewpoint of the articles highlights the increasing interest in secondary bond funds as a stable investment option amidst fluctuating deposit rates and a recovering A-share market [1] - The new fund, China Europe Youli Bond Fund, is set to launch on October 9, aiming to balance risk and return by investing at least 80% in bonds and 5%-20% in equity assets [1] - The fund manager, Huang Hua, has 17 years of experience in the securities industry and has demonstrated strong performance in managing other funds, such as China Europe Shuangli A, which achieved a cumulative return of 41.77% since inception [2][3] Group 2 - The fund's strategy includes capturing enhanced returns during stock market recoveries while maintaining a stable income from bond investments [1] - Huang Hua anticipates structural valuation opportunities in the A-share market due to economic transitions and increased risk appetite, suggesting a shift from a previous downward trend in the bond market to a wider range of fluctuations [2] - The fund's flexible trading strategies and balanced asset allocation aim to seize structural opportunities amidst market volatility [2]
鹏华基金防非反诈:警惕‘股市黑嘴’远离非法荐股
Xin Lang Ji Jin· 2025-09-23 05:54
Group 1 - The article warns investors about "stock market black mouths" that spread false or misleading information to manipulate the market and profit from it [3][4]. - It emphasizes the importance of rationality among investors when faced with a large volume of market information, advising them not to let misleading signals obscure the true market trends [4]. Group 2 - The article mentions the formation of a MACD golden cross signal, indicating a positive trend for certain stocks [8].
新浪基金白话解读《推动公募基金高质量发展行动方案》系列之五:业绩比较基准升级啦
Xin Lang Ji Jin· 2025-09-23 02:28
Group 1 - The core viewpoint emphasizes the importance of a well-defined performance benchmark for mutual funds, which serves as a reference point for investors to assess fund performance [1][2] - The article outlines three main areas for strengthening benchmarks: ensuring benchmarks match the fund's investment strategy, timely adjustments to benchmarks when investment styles change, and clear disclosure of benchmark composition and performance comparisons in fund reports [2] - The significance of this benchmark enhancement is highlighted, as it will provide investors with a reliable standard for making informed decisions, encourage fund companies to focus on improving research capabilities, and ultimately foster greater trust in the mutual fund industry, leading to a shift towards long-term value creation [2]