新华财经上海1月13日电近期A股市场持续放量上行，跟踪中证A500指数的ETF产品规模也突破3000亿元。最新数据显示，全市场40只 A500相关ETF合计规模达到3008亿元，而单只产品规模也实现历史性突破。 | ▶基本概况 | | | | | --- | --- | --- | --- | | 基金全称 | 华泰柏瑞中证A500交易型开放式指数证券投资基 | 基金简称 | A500ETF华泰柏瑞 | | | 金 | | | | 基金代码 | 563360(主代码) | 其我类型 | 股票型基金 | | 发行日期 | 2024年09月10日 | 成立日期/规模 | 2024年09月25日 /20.006亿份 | | 资产规模 | 500.84亿元/(截止至:2026年01月12日) | 份额规模 | 376.9699亿份/(截止至:2026年01月12日) | | 基金管理人 | 华泰柏瑞基金 | 基金托管人 | 国家海通 | | 基金经理人 | 遭弘翔 | 成立来分红 | 每份累计一元(一次) | | 管理费率 | 0.15%(每年) | 托管费率 | 0.05%(图年) | | 销售服务费率 | 一(每 ...

受市场资金持续青睐与净值增长的共同驱动，跟踪A500指数的ETF产品规模再次突破3000亿元。最新数 据显示，全市场40只A500相关ETF合计规模达到3008亿元。其中，单只产品规模也实现历史性突破。华 泰柏瑞基金旗下的A500ETF规模已达500.84亿元，成为全市场首只规模超过500亿元的A500指数ETF。 A500ETF头部玩家的排位战竞争依然激烈，南方A500ETF以472.22亿元规模位居第二，华夏基金 A500ETF以423.33亿元紧随其后，位列第三。此外，国泰A500ETF和易方达A500ETF规模也双双超300 亿元。 ...

Core Insights - The article highlights the performance of the CSI A500 Index, which has shown both expected stability and unexpected strengths over the past year [4][6][8] - The index has outperformed the CSI 300 Index by approximately 4 percentage points, with a cumulative increase of 45.08% since its launch [8][22] - The article emphasizes the index's ability to capture new productivity and industry upgrades, making it a valuable asset in investment portfolios [11][21] Performance Evaluation - The CSI A500 Index has demonstrated a balanced performance amidst market volatility, successfully reflecting its balanced attributes during style rotations [6][7] - The index's performance is attributed to key contributors from high-end manufacturing sectors, which are not covered by the CSI 300 [9][11] - The index has maintained a lower annualized volatility and maximum drawdown compared to the CSI 300 and small-cap indices, indicating robust risk management [16][18] Market Dynamics - Institutional investors have shown increased interest in the CSI A500 ETF, with a 25.11% rise in holdings, reaching over 93% [18][20] - The shift in insurance capital towards the CSI A500 ETF, with a more than 50% increase in holdings, signals a growing recognition of the index as a core asset in long-term investment strategies [20][21] Growth and Global Recognition - The total scale of ETFs tracking the CSI A500 Index reached 183.495 billion, indicating significant market trust for a newly launched index [22][25] - The launch of a CSI A500 ETF by DWS in Europe marks a notable step in the global recognition of A-share core assets [28] Investment Strategies - The article discusses the "core + satellite" strategy, positioning the CSI A500 as a stable core asset in investment portfolios [31] - The "barbell strategy" is also highlighted, where the CSI A500's lower correlation with various asset classes enhances diversification and overall risk-return profile [32] - The index is deemed suitable for long-term funds due to its stable profitability and strong industry representation [33]