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万家基金:“新机遇同享”开启认购,基金经理3只在管产品近1年跑输业绩基准
Sou Hu Cai Jing· 2025-06-03 06:29
Group 1 - The core viewpoint of the news is the launch of the "Wanjia New Opportunities Sharing" fund by Wanjia Fund, which is a mixed equity fund managed by Shu Jinwei, with a floating management fee structure based on performance benchmarks [1][3][4] - The fund aims to achieve long-term asset appreciation while strictly controlling risks, with a performance benchmark composed of 60% CSI 300 Index, 15% Hang Seng Index, and 25% new comprehensive bond index [3][4] - The fund has a minimum fundraising target of 200 million shares and will be publicly offered from June 3, 2025, to June 30, 2025 [3] Group 2 - Shu Jinwei, the proposed fund manager, has a background in finance and has been with Wanjia Fund since April 2013, currently managing four funds, including three active equity funds and one bond fund [5][6] - Data as of May 30 shows that Shu Jinwei's three products have underperformed their benchmarks over the past year [2][8] - The floating fee structure is designed to align the interests of investors and the fund company, with management fees varying based on the fund's performance relative to the benchmark [4][8]