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博时卓睿成长股票型证券投资基金
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助力引导长期投资 博时浮动管理费率基金产品5 月 27 日正式发售
Sou Hu Cai Jing· 2025-05-26 14:40
金融界5月26日刊发《》。文章中提到,5月24日,16家基金公司集体公告,旗下浮动费率基金产品发行 定档。据博时基金公告,旗下新浮动费率基金博时卓睿成长股票型证券投资基金(简称:博时卓睿成长 股票,代码:A类024452,C类024453)将于 5 月 27 日正式发售。这标志着公募基金行业在费率机制创 新方面迈出重要一步,为投资者提供了全新的投资选择。 | 基金简称 | 博时卓睿成长股票 | 基金代码 | 024452 | | --- | --- | --- | --- | | 下属基金简称 | 博时卓睿成长股票 A | 下属基金代码 | 024452 | | 下属基金简称 | 博时卓睿成长股票 C | 下属基金代码 | 024453 | | 基金管理人 | 博时基金管理有限公司 | 基金托管人 | 中国建设银行股份有限公司 | | 基金合同生效日 | | | | | 基金类型 | 股票型 | 交易币种 | 人民币 | | 运作方式 | 普通开放式 | 开放频率 | 每个开放日 | | 基金经理 | 田俊维 | 开始担任本基金基金 经理的日期 | | | | | 证券从业日期 | 2010-06-01 | ...
博时卓睿成长股票型证券投资基金基金份额发售公告
Group 1 - The fund name is Bosera Zhuorui Growth Stock Investment Fund, with a fundraising period from May 27, 2025, to June 27, 2025 [13][15] - The fund is a contract-based open-end stock investment fund, managed by Bosera Fund Management Co., Ltd., and the custodian is China Construction Bank [1][3] - The minimum initial subscription amount is RMB 1,000, including subscription fees, and the same applies for additional subscriptions [2][19] Group 2 - Investors must open a "fund account" and a "trading account" to subscribe to the fund, with only one fund account allowed per investor [2][20] - Subscription applications can be submitted multiple times during the fundraising period, but once accepted, they cannot be withdrawn [3][12] - The fund's assets can be invested in various financial instruments, including domestic stocks, bonds, and asset-backed securities [6][10] Group 3 - The fund's investment strategy allows for a stock allocation of 80%-95% of total assets, with up to 50% of stock assets in Hong Kong stocks [10] - The fund may also invest in derivatives such as stock index futures and options, which carry inherent risks [8][9] - The fund's management fee structure includes fixed and performance-based fees, which may vary based on the holding period and annualized return [11][12]
首批26只新型浮动费率基金今日获批
news flash· 2025-05-23 10:54
Core Viewpoint - The approval of 26 new floating-rate funds by the regulatory authority reflects a strong commitment to implementing public fund reform and aligning fund company income with investor returns [1] Group 1: Regulatory Approval - 26 new floating-rate funds have been registered and are expected to be available for investors soon through commercial banks and internet platforms [1] - The funds were collectively submitted for approval on May 16, received acceptance on May 19, and were quickly approved on May 23, indicating the regulatory body's efficiency [1] Group 2: Fund Companies and Products - The following fund companies have submitted new floating-rate fund products: - E Fund: E Fund Growth Progress Mixed Securities Investment Fund - Fuguo Fund: Fuguo Balanced Allocation Mixed Securities Investment Fund - Value Fund: Value Stable Mixed Securities Investment Fund - Zhongou Fund: Zhongou Large Cap Smart Selection Mixed Fund - Jingshun Longcheng Fund: Jingshun Longcheng Growth Companion Mixed Fund - Others include Jia Shi, Huitianfu, Huaxia, Yinhua, and many more with a total of 26 products listed [1]
重磅!“新基金”正式开闸!
证券时报· 2025-05-16 10:56
Core Viewpoint - The first batch of innovative floating fee rate products based on performance benchmarks has been reported, with 26 fund managers participating, indicating strong representation and capability in equity management [1][3][11]. Group 1: Product Overview - 26 fund management companies have quickly responded to the public fund reform policy by reporting the first batch of new model floating management fee products within ten days of the reform's implementation [3]. - The reported products are managed by well-performing fund managers, focusing on creating returns for investors [2][11]. Group 2: Fee Structure - Unlike traditional floating fee rate funds, the new model will have a more detailed fee structure based on each investor's holding time and annualized return during the holding period [7]. - If the holding period is less than 365 days, only the basic management fee can be charged; if it is 365 days or more, the management fee will be linked to the annualized return compared to the performance benchmark [7]. Group 3: Investment Strategy - The first batch of products will primarily invest in a broad market selection, benchmarking against mainstream indices such as CSI 300, CSI A500, and CSI 500 [8]. - The aim is to encourage long-term investment from investors, enhancing their overall investment experience [8][11]. Group 4: Future Developments - More fund managers are expected to follow suit in reporting similar products as they prepare adequately [9][11]. - The "Action Plan" stipulates that leading institutions should issue at least 60% of such funds compared to their actively managed equity funds within a year [10].