南方中证A500指数增强
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多策略叠加打造增强引擎 南方中证A500指数增强8月18日正式发售
Zhong Guo Jing Ji Wang· 2025-08-18 02:15
Core Viewpoint - The Southern Asset Management has launched the Southern CSI A500 Index Enhanced Fund, aiming to provide investors with a quality tool for allocating core A-share assets while striving for excess returns based on the new generation of broad-based indices, the CSI A500 Index [1] Group 1: Fund Overview - The Southern CSI A500 Index Enhanced Fund is anchored to the CSI A500 Index and leverages the quantitative investment team's expertise to achieve excess returns while tracking the index's beta returns [1] - The fund's management fee is set at 0.80% per year, with a custody fee of 0.10% per year and a sales service fee of 0.40% for Class C shares, combining low costs and high transparency typical of index funds with the management capabilities of the fund manager [5] Group 2: Team and Strategy - The quantitative investment team consists of 13 members with an average of over 8 years of industry experience, focusing on a platform-based work model to enhance transparency and collaboration in investment research [2] - The investment strategy employs a "multi-strategy overlay" approach, utilizing a diverse set of sub-strategies to achieve stable enhancement of the target benchmark, incorporating models such as multi-factor, fundamental quantitative, style rotation, and deep learning [4] Group 3: Market Positioning - The CSI A500 Index covers 107 industries in the A-share market, including sectors like semiconductors, healthcare, banking, and liquor, representing a "condensed version" of the entire market, which allows the fund to capture opportunities in new productivity sectors while balancing traditional industry values [5] - Southern Asset Management has validated its strength in broad-based management, with multiple index products exceeding 100 billion in scale, indicating a robust track record in managing large-scale index funds [5]