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为指数插上增强的翅膀 嘉实基金多只指增产品年内收获“超额”成绩单
Xin Lang Cai Jing· 2025-12-05 02:55
伴随今年来结构牛行情持续演绎,兼具指数化和主动化特点的指数增强型基金关注度日益升温。 普通指数基金以复制指数为目标,锚定市场Beta行情,追求与标的指数相近的收益与波动,日益成为投 资者投资的基础工具。而增强类ETF在此基础上叠加主动投研策略,通过量化模型、行业轮动、个股精 选等手段,在控制跟踪误差的前提下挖掘Alpha收益,更能体现公募基金对市场的深度理解与主动管理 能力。 厚植主动管理和深度研究的嘉实基金,前瞻布局的指增产品矩阵,今年来就为投资者奉上了"超额"成绩 单。 Wind数据统计,截至2025年12月1日,嘉实基金已有10只(仅统计初始基金,下同)指数增强型产品, 覆盖宽基领域颇具代表性的上证指数、沪深300、中证500、中证A系列的A100及A500、创业板指、科 创综指、科创50、中证1000,以及高景气的中证半导体指数等,满足了投资者的多元化配置需求;2025 年以前成立的7只产品今年来收益率不俗,且均跑赢同期业绩比较基准,为投资者实现了超额回报。 具体看来,聚焦半导体龙头的嘉实中证半导体指数增强A(014854)年内收益率超50%,达51.21%,同 期业绩比较基准49.07%;作为全市场 ...
2025年7月新基金发行报告(新基金受理与机构新设篇):创业板ETF将扩容,首批中证A500红利低波ETF获批
Shanghai Securities· 2025-08-22 10:00
Group 1 - The core viewpoint of the report emphasizes that index funds are a key focus for fund companies in future layouts, with 66 index funds, 48 bond funds, and 32 mixed funds being the top three types in July [1][4] - The optimization of the ChiNext Composite Index compilation method will lead to the expansion of ChiNext ETFs, with the approval of 4 ChiNext ETFs and 4 enhanced ChiNext ETFs in July, bringing the total to 29 ETFs tracking the ChiNext Index [1][9] - The first batch of the CSI A500 Dividend Low Volatility ETFs was approved, reflecting market recognition of the dividend low volatility strategy, which will guide funds towards stable, high-dividend companies [2][13] Group 2 - In July, a total of 181 fund products were accepted, an increase from 130 in the previous month, with significant growth in index funds and mixed funds [4][6] - The report highlights the approval of 4 ChiNext ETFs and 4 enhanced ChiNext ETFs, indicating a more professional and diversified stage for index investment in the ChiNext market [9][12] - The CSI A500 Dividend Low Volatility Index is the first approved ETF in the CSI A500 strategy index, which will promote long-term investment concepts in the capital market [2][13] Group 3 - The report notes that three fund companies received approval for branch establishment from January to July 2025, indicating a trend of expansion in the fund management industry [15][19] - The establishment of the Easy Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd. is aimed at enhancing investment advisory services, reflecting the growing demand for wealth management [16][17] - The approval of the establishment of the Huaxia Jin Ke Information Service Co., Ltd. marks a significant move towards operational service diversification in the fund industry [19][20]