养老FOF的Y份额

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基金Y份额规模突破百亿,多只指数基金Y份额单季度增长超400%
Mei Ri Jing Ji Xin Wen· 2025-04-24 09:21
Core Insights - The overall scale of fund Y shares for personal pension investment reached approximately 11.4 billion yuan by the end of Q1 2023, with pension FOF Y shares accounting for about 10.2 billion yuan and index fund Y shares around 1.2 billion yuan [2][3] Group 1: Fund Scale and Growth - As of the end of Q1 2023, the cumulative scale of public fund Y shares was approximately 11.4 billion yuan, an increase from about 9.1 billion yuan at the end of last year [2][3] - The pension FOF Y shares grew by approximately 1 billion yuan, while index fund Y shares saw a growth close to 900 million yuan, indicating a much faster growth rate for index fund Y shares [3] Group 2: Performance of Individual Funds - A total of 20 Y share products experienced a growth of over 10 million shares in the last quarter, with many index fund Y shares showing growth exceeding 400% [4] - Among the 20 products with significant growth, only 3 were pension FOF Y shares, while 17 were index fund Y shares, highlighting a preference for index funds among investors [4] Group 3: Specific Fund Highlights - The top-performing funds included the "Y shares" of various index funds, particularly those tracking the STAR Market 50, CSI 300, and CSI A500 indices, as well as dividend-themed products [4] - Notably, the "Jianxin Youxiang Progress Pension Target Fund" saw a share increase exceeding 10 million, with a growth rate surpassing 100%, which is relatively rare for Y shares [7]