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前海开源康悦稳健养老一年持有混合(FOF)
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外资新设独资公募入局!养老FOF再迎新品,规模较小问题待解
Bei Jing Shang Bao· 2025-11-18 11:40
又有新品即将面市 又一只养老FOF新品即将面市。11月18日,富达基金发布富达任远保守养老目标一年持有期混合(FOF) 的相关法律文件,富达基金也由此成为首家推出养老FOF的外资新设独资公募。 首只外资新设独资公募推出的养老目标基金(即养老FOF)即将开启发行。11月18日,富达基金发布富达 任远保守养老目标一年持有期混合(FOF)的相关法律文件。随着该基金的推出,富达基金也成为首家推 出养老FOF的外资新设独资公募。从年内新品成立情况来看,公开数据显示,截至当前已有10只养老 FOF(份额合并计算,下同)成立。不过,规模较小的问题,同时存在于新发和存续产品中,更有部分产 品因此黯然离场。有观点认为,当政策把"钱"和"机制"引进来,机构把"收益"和"体验"做上去,养老 FOF才能从"小众精品"变成"国民账户",真正承接万亿级别的养老第三支柱市场。 合(FOF)的发行规模达22.6亿元,暂居首位,其余单只产品的发行规模则均不足10亿元。 事实上,规模较小的情况不仅存在新发产品中,更有存续产品因规模不足黯然离场。公开信息显示,截 至当前,年内已有永赢养老目标2040三年持有混合发起FOF、国投瑞银积极养老目标五年 ...
这边卖不动,那边“小爆款”!基金发行“跷跷板”,什么信号?
券商中国· 2025-04-20 14:25
Core Viewpoint - The article highlights a significant shift in the fundraising landscape for index funds and FOF products, indicating a broader trend rather than isolated incidents, driven by changing market conditions and investor preferences [2][6][8]. Fundraising Trends - On April 18, at least six index funds announced extensions to their fundraising periods, originally set to end on the same day, indicating a trend of delayed fundraising in the index fund sector [4][5]. - The extended fundraising periods include popular index funds related to semiconductor and technology sectors, with some funds extending their deadlines to April 30 and April 25 [4][5]. - Conversely, FOF products experienced a surge in popularity, with one product raising approximately 2.26 billion yuan and setting a record for the largest fundraising in the past three years for similar products [5][8]. Market Environment and Investor Behavior - The article notes a shift in investor preferences towards more stable assets like FOFs amid market volatility, suggesting that the current market environment is influencing how funds are allocated [6][8]. - The overall fundraising situation reflects a broader trend where index funds are facing challenges due to high market volatility and investor sentiment, leading to lower subscription enthusiasm [8][9]. Future Outlook - The article suggests that if market conditions improve, the fundraising for index funds may rebound, as the current environment has led to a more cautious approach from investors [8][9]. - The investment landscape is characterized by a need for diversified asset allocation strategies, with a focus on balancing risk and potential returns in a fluctuating market [10][11].