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多只绩优权益基金产品限购,主动控规模保业绩
Huan Qiu Wang· 2025-08-10 02:22
【环球网财经综合报道】近期,公募基金行业再现"限购潮",多只业绩领跑的主动权益基金宣布暂停大额申购。8月9日,中欧基金旗下由葛兰管理的中欧医 疗创新股票型基金公告,自8月11日起单日单账户限购10万元;同日,邵洁管理的中欧科创主题基金也宣布限购100万元。据不完全统计,7月以来已有约50 只绩优权益基金加入限购行列,包括永赢高楠管理的永赢睿信混合(年内回报65.47%)、广发成长领航一年持有混合等产品。业内人士指出,限购主要为 控制规模以保障投资策略有效性,保护持有人利益,避免短期资金高位涌入摊薄收益。 业内人士分析,绩优基金纷纷"闭门谢客",核心原因在于"规模与收益的平衡"。当基金净值快速上涨时,短期资金大量涌入会导致规模骤增,可能影响基金 经理调仓效率,甚至摊薄原有持有人收益。例如,永赢睿信混合二季度规模因业绩优异增至50亿元,限购可避免资金过快流入冲击投资组合。 限购也是对投资者的"保护"。中欧基金在公告中明确表示,限购是为"保证基金稳定运作,保护基金份额持有人利益"。市场人士指出,部分板块短期涨幅较 大后,若新资金高位追涨,可能面临市场波动风险,限购可引导投资者理性布局,减少"追涨杀跌"行为。 行业转 ...
有基金宣布:限购!
Sou Hu Cai Jing· 2025-08-10 00:04
近期,公募市场的限购现象持续蔓延。 以知名基金经理葛兰管理的中欧医疗创新为例,截至8月6日,该基金近一年收益率达85.03%,在同类 产品中位居前2%。这并非基金经理葛兰首次采取限购措施。早在2021年医药板块行情走高之际,她管 理的中欧医疗健康就将代销渠道的单日申购上限定为10万元。 中欧科创主题则由邵洁管理,该基金专注于科技创新产业。今年以来,国产人工智能大模型的加速落地 推动科技板块行情走强,科技主题基金持续获得资金追捧。另一只产品中欧智能制造早在3月初就将单 日单账户申购上限定为10万元。 在最新的二季报中,葛兰表示,基于长期价值投资框架,综合考虑企业盈利周期、历史估值水平及经营 趋势,她将保持对创新药械产业链、OTC、消费医疗等领域的重点配置。邵洁则在季报中表示,中国企 业在智能汽车、先进制程、自研芯片IP、下一代智能终端等高技术附加值领域都实现了技术突破和赶 超,除了台前的中国品牌,幕后的产业链也在各个细分领域积极突围,认真踏实地打好科技基石。 8月9日,中欧基金公告,旗下中欧科创主题和中欧医疗创新两只基金将于8月11日起进行限购。今年7月 以来,已有几十只主动权益基金发布限购公告,其中不乏业绩排 ...
公募基金“限购潮”升温,中欧基金两只明星产品宣布限购
Zheng Quan Shi Bao· 2025-08-09 23:11
Group 1 - The public fund market is experiencing a trend of subscription limits, with several funds announcing restrictions to manage inflows and protect existing investors' interests [1][3] - On August 9, China Europe Fund announced subscription limits for two of its prominent funds, with a cap of 1 million yuan for the China Europe Sci-Tech Innovation Fund and 100,000 yuan for the China Europe Medical Innovation Fund, effective from August 11 [2] - Since July, approximately 50 actively managed equity funds have issued subscription limit announcements, indicating a broader trend in the industry to control fund sizes during periods of high market enthusiasm [3] Group 2 - Fund managers are implementing subscription limits as a strategy to maintain investment discipline and focus on long-term returns, while also mitigating liquidity risks [1][4] - The China Europe Medical Innovation Fund, managed by renowned fund manager Ge Lan, achieved a one-year return of 85.03%, ranking in the top 2% among similar products, prompting the need for subscription limits [2] - Other funds, such as the China Europe Digital Economy Mixed Fund and Yongying Fund, have also announced subscription limits, reflecting a common practice among high-performing funds during market peaks [4]
葛兰,重启限购
8月9日,中欧基金发布公告称,基金经理葛兰管理的中欧医疗创新股票型证券投资基金(简称"中欧医 疗创新"),单日单账户限购10万元;基金经理邵洁管理的中欧科创主题混合型证券投资基金(简称"中 欧科创主题"),单日单账户限购100万元。 据不完全统计,7月以来,已有约50只主动权益基金发布限购公告,其中不乏最近一年涨幅居前的绩优 产品。 业内人士表示,从中长期维度来看,A股中枢有望震荡抬升。随着国内后续潜在催化因素增多,市场风 险偏好或持续回升。 知名基金经理旗下产品限购 一位公募人士向中国证券报记者表示,在公募行业高质量发展的要求下,基金公司在行情较好阶段主动 限购,科学控制规模,一定程度上能保证投资策略的有效性,让基金运作更加稳定,有助于切实保护持 有人利益。 三季度市场或维持向上趋势 业内人士表示,从中长期维度来看,A股中枢有望震荡抬升。随着国内后续潜在催化因素增多,市场风 险偏好或持续回升,预计后续A股将呈现更为明显的结构性特征。 中欧基金8月9日公告显示,为进一步保证基金稳定运作,保护基金份额持有人利益,由基金经理葛兰管 理的中欧医疗创新单日单账户限购10万元。Choice数据显示,截至8月8日,中欧医 ...
知名基金经理官宣:“限购”!
Sou Hu Cai Jing· 2025-08-09 09:33
Group 1 - The core viewpoint of the articles is that several funds managed by China Universal Asset Management have announced purchase limits to ensure stable operations and protect the interests of fund holders [1][2][9] - China Universal Medical Innovation Fund, managed by Guo Lan, will limit single account purchases to 100,000 yuan starting August 11 [3][4] - The China Universal Science and Technology Theme Fund, managed by Shao Jie, will also impose a limit on large purchases over 1 million yuan from August 11 [6][7] Group 2 - As of the end of Q2, the China Universal Medical Innovation Fund had a scale of 8.114 billion yuan, reflecting a nearly 20% increase year-on-year, with a one-year return of 80.12%, ranking in the top 2 of its category [4][5] - The fund manager, Guo Lan, maintains a positive outlook on the innovative drug sector, citing increasing global competitiveness of domestic companies and supportive domestic policies [5] - The China Universal Science and Technology Theme Fund has a one-year return of 84.33%, also ranking in the top 2 of its category, benefiting from the explosive growth in the technology sector [7][8] Group 3 - The recent trend of fund purchase limits is seen across the industry, with approximately 50 actively managed equity funds announcing similar restrictions since July [10][11] - The rationale behind these limits is to control fund size, maintain investment strategy effectiveness, and protect existing investors from potential losses due to market volatility [10][11] - Fund managers are increasingly focusing on stable growth and the long-term profitability of their products rather than short-term performance spikes [11]
葛兰新动作:中欧医疗创新限大额申购 单日单账户最多10万元
Mei Ri Jing Ji Xin Wen· 2025-08-09 04:11
8月9日,中欧基金公告称,葛兰管理的中欧医疗创新股票,从8月11日起限制大额申购,单日单个基金账户不应超过10万元。除了这只基金,邵 洁管理的中欧科创主题同样限大额,限制金额为100万元。 此外,据记者不完全统计,单单7月以来,就有约50只主动权益基金发布限购公告。其中有不少都是近一年涨幅比较大的赛道型基金,这类主动 权益基金限大额,在一定程度上其实也是传递了基金经理或基金公司的态度。 中欧医疗创新限制大额申购 8月9日,中欧基金公告称,中欧医疗创新股票基金从8月11日起限制大额申购、大额转换转入和大额定投,单日单个基金账户不应超过10万元。 | 基金名称 | 中欧医疗创新股票型证券投资基金 | | | --- | --- | --- | | 基金简称 | 中欧医疗创新股票 | | | 基金主代码 | 006228 | | | 基金管理人名称 | 中欧基金管理有限公司 | | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《中 欧医疗创新股票型证券投资基金基金合同》和《中 | | | | 欧医疗创新股票型证券投资基金招募说明书》的相 | | | | 关规定。 | | | | 暂停大额申购起始日 ...