中银中证A500指数增强基金

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中证A500指数产品版图再扩大 首只增强策略ETF成立
Zheng Quan Ri Bao· 2025-08-08 07:19
Group 1 - Morgan Asset Management launched the first-ever CSI A500 Enhanced Strategy ETF, providing new investment options for investors focusing on core Chinese assets [1][2] - The fundraising amount during the subscription period for the Morgan CSI A500 Enhanced Strategy ETF reached 1.016 billion yuan, with 7,765 effective subscriptions [1] - Morgan Asset Management subscribed to 30 million shares of the ETF using its own funds, accounting for 2.95% of the total fund shares, demonstrating confidence in the Chinese capital market [1] Group 2 - The main sales channels for the Morgan CSI A500 Enhanced Strategy ETF included CITIC Securities and Guotai Junan Securities, with nearly 260 training roadshows conducted to promote the product [2] - The CSI A500 index is viewed as a new benchmark for A-shares, offering long-term allocation value and a balanced industry distribution, making it an ideal target for enhanced strategies [2][3] - The launch of the Morgan CSI A500 Enhanced Strategy ETF is part of a broader trend, with multiple public institutions actively participating in the CSI A500 index product layout, indicating strong market interest [3]
中银基金:积极践行中国特色金融文化,共同促进行业高质量发展
Cai Jing Wang· 2025-05-28 03:02
面对"基金赚钱、基民不赚钱"的困境,此次改革方案提出,公募基金考核机制要进行力度空前的改革,强调优化基金 运营模式,并围绕基金公司收入报酬与投资者回报的绑定提出了具体要求。 资管行业的本质是"受人之托,代客理财"。本次《方案》中明确提出,建立浮动管理费收取制度、强化业绩比较基准 约束作用、修订主动管理权益类基金信息披露模板、以及稳步降低基金投资者成本等。 其中,在浮动管理费方面,方案要求对新设立的主动管理权益类基金大力推行基于业绩比较基准的浮动管理费收取模 式;在降低基金投资者成本方面,方案提出引导行业机构适时下调大规模指数基金、货币市场基金的管理费率与托管 费率。 实际上,公募基金的降费已经在路上。为降低投资者的理财成本,根据相关要求,中银基金自2025年3月21日起旗下 部分指数基金指数使用费调整为由基金管理人承担,调整后公司旗下全部指数基金的指数使用费均由基金管理人承 担。 此外,分红一直是与投资者分享投资收益的方式。2024年公司共分红90次、累计分红超36亿元,未来公司还将继续努 力持续维持分红力度,切实提升投资者的投资获得感。(数据来源:iFind) 证监会于5月7日印发《推动公募基金高质量发展行 ...