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看重绝对收益能力 基金公司积极布局“固收+”
契合投资者需求 发行方面,根据中信证券的统计,今年一季度,公募固收类基金发行规模约1210亿元。"固收+"基 金平均募集规模出现不同幅度回暖。相较2024年,偏债混合型基金平均募集规模由3.90亿元上升至6.44 亿元;混合债券型二级基金平均募集规模由15.22亿元上升至20.64亿元。 一些基金公司通过"固收+"产品,实现了规模的大幅增长。多家基金公司"固收+"产品规模增长达到 百亿元级别,中欧基金、中银基金、景顺长城基金、永赢基金、富国基金等"固收+"产品规模增长位居 前列。其中,中欧基金的"固收+"产品一季度规模新增177亿元,领跑市场。 进入二季度,基金公司仍然选择积极布局,并密集发行二级债基等"固收+"产品。比如,贝莱德基 金就发行了贝莱德富元添益,其发行份额超10亿份。东方红裕丰回报、联博汇利等多只"固收+"产品正 在发行。仅5月19日当天,就有汇泉安瑞回报、创金合信文丰、国联稳健增益三只"固收+"基金启动发 行。接下来,中信保诚基金还将发行"固收+"产品中信保诚汇利。 "目前我们主推'固收+'产品。"一家中型基金公司市场人士告诉中国证券报记者。 "固收+"产品正成为公募机构争相布局的重要方向之一 ...
基金公司积极布局“固收+”
Core Viewpoint - "Fixed Income +" products are becoming a key focus for public fund companies, driven by investor demand for absolute returns and the need for fund companies to grow their management scale [1][2]. Group 1: Market Trends - The total scale of "Fixed Income +" funds increased by over 100 billion yuan in the first quarter of this year, showing a significant rise compared to the second half of 2024 [1]. - In the first quarter, the issuance scale of public fixed income funds was approximately 121 billion yuan, with average fundraising sizes for various fund types showing recovery [1][2]. - Several fund companies, including China Universal Fund and Bank of China Fund, reported substantial growth in their "Fixed Income +" product scales, with China Universal Fund leading the market with an increase of 17.7 billion yuan in the first quarter [2]. Group 2: Investor Demand - The recent "Action Plan for Promoting High-Quality Development of Public Funds" emphasizes the support for low-volatility products and asset allocation products, indicating a favorable environment for "Fixed Income +" products [2]. - Investors are increasingly seeking funds that can provide positive returns over a certain period, especially after experiencing fluctuations in the equity market [3]. Group 3: Performance and Strategy - "Fixed Income +" products, which combine bond assets with equity for enhanced returns, are designed to capture structural opportunities in the stock market while striving for coupon income amid bond market volatility [3][4]. - The performance of certain "Fixed Income +" funds has been commendable, with examples like the Guangfa Jutai Mixed A fund achieving a total return rate of 74.25% since its inception [3]. - Fund managers are focusing on strategies that balance risk and return, with expectations that certain bond investment strategies will perform better than duration strategies in the second quarter [5].