华泰柏瑞中证2000指增产品
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前8月“冠军基”再度加码限购
Zhong Guo Ji Jin Bao· 2025-09-04 07:48
Group 1 - The core viewpoint of the articles is that Yongying Fund has implemented stricter purchase limits for its Yongying Technology Smart Fund to protect existing investors and manage fund size effectively [1][2][4] - As of September 4, 2023, the fund has set a daily purchase limit of 10,000 yuan per account, following a previous limit of 1 million yuan announced a week earlier [1][2][4] - The fund's performance has been exceptional, with a year-to-date return exceeding 177%, making it a leader among all funds [4] Group 2 - The fund's management emphasizes the importance of rational decision-making among investors, particularly in volatile market conditions [5] - The recent trend of limiting fund purchases is observed across the industry, with over a hundred funds implementing similar measures to control growth and maintain investment strategy effectiveness [6] - The rationale behind these limits includes preventing large inflows at high net asset values, which could dilute returns and complicate investment strategies for fund managers [6]
限购1万,“冠军基”出手
Zheng Quan Shi Bao· 2025-09-04 07:37
Group 1 - The core point of the article is that Yongying Fund has implemented a purchase limit of 10,000 yuan per day for individual fund accounts of Yongying Technology Smart Selection starting from September 5, 2023, to protect the interests of fund shareholders [1][3] - Yongying Technology Smart Selection has achieved a year-to-date return of 177.8%, ranking first among all funds in the market as of September 3, 2023 [2][3] - The fund's total assets reached 1.166 billion yuan by the end of the second quarter of 2025, with a cumulative increase of 215.03% since its establishment in October 2024 [3] Group 2 - The recent surge in the fund's performance, with a monthly increase of over 47%, has led to increased investor interest, prompting the fund to further tighten purchase limits from 1 million yuan to 10,000 yuan within a week [5] - The fund management emphasizes the importance of rational decision-making among investors, aiming to avoid impulsive large investments due to market emotions and to maintain the stability and effectiveness of investment strategies [3][6] - The industry is witnessing a trend where over a hundred funds have announced purchase limits since August, indicating a shift from scale-oriented strategies to investor return-oriented strategies [2][10]
限购1万!“冠军基”出手
券商中国· 2025-09-04 06:17
Wind数据显示,截至9月3日,永赢科技智选今年以来收益率达177.8%,是全市场基金中的"榜首"。该基金成立于2024年10月底,成立以来上涨215.03%,截至2025 年二季度末,基金规模为11.66亿元。 关于限购原因,永赢基金表示,近期,伴随着科技板块上涨,永赢科技智选受到投资者广泛关注。在市场热度持续提升的背景下,实施大额限购主要出于两方面考 虑:一是引导投资者理性决策,避免因市场情绪冲动投入大额资金;二是合理控制基金规模增长,保持投资策略的稳定性和有效性,为持有人争取长期可持续的回 报。 年内涨超177%的"冠军基"再度加码限购! 近期,市场回暖,Wind数据显示,8月以来,已有超百只基金公告限购。 对此,业内人士认为,基金主动实施限购,尤其是绩优基金的限购,一是保护现有持有人 利益;二是维护策略有效性;三是提升投资体验。这可以理解为当下基金公司正从规模导向向投资者回报导向转型的重要信号。 9月4日,永赢基金发布公告,为保障基金份额持有人的利益,永赢科技智选自9月5日起,将单日单个基金账户的申购(含定期定额投资及转换转入)金额上限设置 为1万元。就在一周之前,该基金曾发布公告8月27日起暂停大额 ...