Core Viewpoint - The public fund industry is making significant efforts to lower barriers for ordinary investors, enhance services, and provide educational resources to make financial management more accessible and understandable for the general public [1][10]. Group 1: Lowering Investment Barriers - The industry has introduced a "10 yuan minimum investment" policy, allowing individuals with limited funds to participate in public funds [2]. - This "small change investment" model enables young workers and parents to invest spare change into funds, making financial management a part of daily life [2]. Group 2: Reducing Fees - The fund industry is actively reducing fees associated with public funds, such as subscription and redemption fees, to make investing more cost-effective [3]. - Many fund companies have lowered subscription fees, and some platforms offer additional discounts, which can lead to significant savings over time [3]. Group 3: Enhanced Services - The industry is simplifying operations to make investing easier for people of all ages and knowledge levels [4]. - Fund companies are developing user-friendly apps with features like "senior mode" to assist older investors in navigating the investment process [5]. Group 4: Comprehensive Customer Support - Online services include 24/7 intelligent customer support to address common inquiries, while offline services provide face-to-face assistance for more complex issues [6]. Group 5: Investment Education - The industry is focusing on investor education to help individuals avoid common pitfalls in fund investing [7]. - Educational content is being delivered through engaging formats like short videos, cartoons, and live Q&A sessions to make financial concepts more relatable [8]. Group 6: Tailored Products - Fund companies are offering a wider range of products to meet diverse investor needs, such as index funds for long-term growth and "solid income+" funds for balanced risk and return [10][12]. - Specific funds are designed for targeted goals, such as retirement and education, allowing investors to choose products that align with their financial objectives [10]. Group 7: Regulatory Support - Regulatory bodies are enhancing oversight to ensure transparency and protect investors, including requirements for clear information disclosure and measures against fraudulent practices [13].

NO.1 泉果基金 # " 当期热文 【金融教育宣传周】基金披露知多少 NO.2 华夏基金 3900点久攻不破，怎么办？ NO.3 国泰基金 大盘要震荡一段时间？ （点击文章标题跳转原文，下同） # " 热转好文 NO.1 华夏基金 924行情周年记：一些故事结束，一些故事开始 NO.2 中国外贸信托 NO.1： 泓德基金 【点量投资】中美指增的差异：华尔街vs中国量化新势力 NO.2： 北京基金小镇 李井奎：凯恩斯思想与理论发展脉络——《劝说集》 福小宝课堂｜您的投资真的"适配"吗？ NO.3 景顺 景顺观点 | 洞悉亚洲短期债券价值：收益率展现韧性 # " 趣投教 NO.3： 创金合信基金 固态电池的投资思路 鸿蒙智行秋季新品发布会 # " 热门直播 NO.1： 万家基金 市场波动放大，如何稳中求进？ NO.2： 粤开证券投教基地 2025上交所ETF大讲堂（第三期） NO.3： 华为 | # | 媒体号名称 | | --- | --- | | 1 | 束夏事ぞ | | 2 | 国泰基金 | | 3 | 泉果基金 | | 4 | 泓德基金 | | 5 | 景顺 | | # | 媒体号名称 | | --- ...

Group 1 - The community investor protection activity is guided by the Beijing Securities Regulatory Bureau and hosted by the Beijing Securities Association, involving public fund managers, fund sales institutions, evaluation agencies, and mainstream media [3] - The theme of the series of activities is "New Era, New Fund, New Value," aimed at promoting high-quality development of public funds in Beijing through multi-level and multi-form publicity and interaction over more than a month [3] - The initiative seeks to enhance the service capabilities of the public fund industry for the real economy, strengthen investor education and protection, and create a new brand for high-quality financial development in Beijing [3]

专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 9月8日，在北京证监局指导下，北京证券业协会携手北京公募基金管理人、基金销售机构、基金评价机 构及多家主流媒体，共同启动"北京公募基金高质量发展系列活动"。活动以"新时代·新基金·新价值—— 北京公募基金高质量发展在行动"为主题，旨在贯彻落实《推动公募基金高质量发展行动方案》，进一 步提升北京作为国家金融管理中心的引领作用，打造北京金融高质量发展新名片。 我国公募基金行业正步入深化改革、提质增效的关键阶段。作为资本市场的重要参与者和居民财富管理 的主力军，公募基金行业始终处于服务投资者财富管理需求的最前线。公募基金行业的高质量发展之路 离不开每一位投资者的参与与陪伴，做好投资者保护工作是行业参与者必须肩负的责任，更是践行金融 工作政治性和人民性的有力实践，对推动公募基金行业实现高质量发展具有重要意义。 当前，非法金融活动的隐蔽性在不断提升，不法分子往往将目标瞄准老年群体，利用老年群体的生活及 情感需求实施诈骗，极易让群众承受巨大经济损失。 最高人民检察院近期公布一起典型养老金融诈骗案例。 2024年4月，十几名泽州县辖区内的老年人到公安机关报案，称 ...

责任编辑：郭栩彤 专题：2025金融教育宣传周：保障金融权益 助力美好生活 基金行业在行动 MACD金叉信号形成，这些股涨势不错！ ...

Group 1 - The article presents total return funds as curated investment options, similar to chef-selected menu items at a restaurant, emphasizing their professional selection and crafting [1] - The author highlights a strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1] - The approach aims to create a hybrid system that balances growth and income, allowing investors to capture significant returns while maintaining a solid income stream [1]

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]

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]

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]

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 ...