中加沪深300红利低波动指数型证券投资基金

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聚焦高股息 力争低波动 中加沪深300红利低波动指数基金即将启航
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-15 07:47
Core Viewpoint - The launch of the China Canada CSI 300 Dividend Low Volatility Index Fund aims to provide investors with a solution that combines dividend returns from quality companies while seeking to reduce portfolio volatility in a low-interest-rate environment [1][2][7]. Group 1: Market Environment - The current macroeconomic environment features a downward shift in interest rates, with the 10-year government bond yield at approximately 1.75%, highlighting the value of assets with significant dividend yield advantages [2]. - The CSI 300 Dividend Low Volatility Index is projected to have a dividend yield of about 4.31% over the next 12 months, creating a considerable spread opportunity for investors [2]. - Regulatory changes, such as the new "National Nine Articles," emphasize the importance of dividend distribution among listed companies, particularly benefiting high-quality enterprises, especially state-owned enterprises, which account for over 60% of the index [2]. Group 2: Investment Strategy - The fund employs a passive index investment strategy, closely tracking the CSI 300 Dividend Low Volatility Index, which selects 50 high dividend yield and low volatility stocks from the CSI 300 Index [3]. - The fund aims to maintain a stock investment ratio of no less than 90% of its total assets, with at least 80% of non-cash assets invested in the index's constituent stocks [3]. - The dual-factor strategy focuses on both "dividend" and "low volatility" factors, aiming to balance potential returns and defensive attributes in uncertain market conditions [3]. Group 3: Cost and Management - The index fund typically has lower management fees compared to actively managed funds, which helps investors save on investment costs [4]. - The China Canada Fund's research team emphasizes a long-term value investment philosophy, achieving strong competitive performance in medium to long-term results [5]. - The fund's quantitative team has extensive experience in index tracking and risk management, ensuring efficient replication of the index's performance [6]. Group 4: Long-term Commitment - The introduction of the CSI 300 Dividend Low Volatility Index Fund reflects the company's response to the market's demand for stable return tools [7]. - The company is committed to maintaining a trustworthy relationship with investors, emphasizing professionalism and responsibility in managing entrusted assets [7].