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量化增强助力科技赛道 华商上证科创板100指数增强基金正在发售
Zhong Guo Jing Ji Wang· 2025-09-15 03:34
Core Viewpoint - The article emphasizes that technological innovation is a core driver for high-quality economic development, highlighting the launch of the Huashang SSE Sci-Tech Innovation Board 100 Index Enhanced Fund as a tool for investors to capitalize on hard technology and sci-tech opportunities [1][3]. Fund Overview - The Huashang SSE Sci-Tech Innovation Board 100 Index Enhanced Fund (Class A: 023323, Class C: 023324) is currently being offered, focusing on the sci-tech sector [1]. - The SSE Sci-Tech Innovation Board 100 Index includes 100 stocks selected from the Sci-Tech Innovation Board based on market capitalization and liquidity, covering various industries such as semiconductors, pharmaceuticals, power equipment, machinery manufacturing, computers, and healthcare [1][3]. Investment Strategy - Unlike traditional passive index funds, the Huashang SSE Sci-Tech Innovation Board 100 Index Enhanced Fund employs a quantitative stock selection model aiming to achieve investment returns that exceed the target index while closely tracking it [1][3]. - The fund is managed by Dr. Ai Dingfei and Dr. Hai Yang, who utilize a multi-factor quantitative selection framework and a systematic risk and return monitoring approach [2][3]. Performance Metrics - Huashang Fund has demonstrated strong performance in active management, ranking 8th in the industry with a 68.39% return over the past five years and 3rd with a 147.27% return over the past seven years [3][5]. - The fund aims to leverage its expertise in technology and research to capture structural growth opportunities in the market [3]. Fund Details - The fundraising period for the Huashang SSE Sci-Tech Innovation Board 100 Index Enhanced Fund is from July 9, 2025, to September 30, 2025 [4].