国泰中债优选投资级信用债指数发起式证券投资基金

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国泰中债优选投资级信用债指数发起成立 规模60亿元
Zhong Guo Jing Ji Wang· 2025-08-08 07:19
| 基金名称 | 国泰中债优选投资级信用债指数发起式证券投资基金 | | --- | --- | | 基金简称 | 国泰中债优选投资级信用债指数发起 | | 基金主代码 | 023634 | | 基金运作方式 | 契约型开放式 | | 基金合同生效日 | 2025年5月14日 | | 基金管理人名称 | 国泰基金管理有限公司 | | 基金托管人名称 | 兴业银行股份有限公司 | | 公告依据 | 《中华人民共和国证券投资基金法》及配套法规、《国泰中债优选投资 | | | 级信用债指数发起式证券投资基金基金合同》、《国泰中债优选投资级信 | | | 用债指数发起式证券投资基金招募说明书》 | 中国经济网北京5月15日讯 今日,国泰基金管理有限公司发布国泰中债优选投资级信用债指数发起 式证券投资基金基金合同生效公告。 该基金募集期间净认购金额合计5,998,993,100.00元,募集份额合计5,998,993,100.00份。 该基金的基金经理为索峰。索峰曾任职于申银万国证券、君安证券、银河证券、银河基金、国金基 金等。2020年3月加入国泰基金。2020年6月起任投资总监(固收),2021年9月起任绝对收益投 ...
积极把握市场机会 新基金大胆建仓
Zhong Guo Zheng Quan Bao· 2025-08-08 07:19
今年以来,新基金成立和建仓节奏加快。不少新基金提前结束募集,同时多只权益类基金大胆建 仓,部分产品在成立的第二天便出现净值变化,或已快速建仓。基金人士认为,在经济整体稳定,流动 性充裕背景下,A股有望震荡上行,看好权益类资产的投资机会。 频频提前结募 5月14日,国泰基金公告,为更好维护投资者利益,根据有关规定,经拟任基金管理人国泰基金与 拟任基金托管人兴业银行以及基金各销售机构协商一致,决定将国泰中债优选投资级信用债指数发起式 证券投资基金募集截止日由原定的7月24日提前至5月13日,自5月14日(含当日)起,不再接受认购申 请。 5月以来,还有广发中证800指数增强型证券投资基金、景顺长城养老目标日期2055五年持有期混合 型发起式基金中基金(FOF)、人保核心智选混合型证券投资基金、民生加银恒悦债券型证券投资基金 等宣布提前结束募集。 拉长时间来看,今年还有安信中证A500指数增强型证券投资基金、富达创新驱动混合型发起式证 券投资基金、华安半导体产业股票型发起式证券投资基金、大成兴远启航混合型证券投资基金、弘毅远 方甄选混合型发起式证券投资基金等提前结束募集,其中权益类基金不在少数。 比如5月7日成立的 ...
积极把握市场机会新基金大胆建仓
Zhong Guo Zheng Quan Bao· 2025-05-14 21:31
Core Viewpoint - The establishment and investment pace of new funds has accelerated this year, with many funds closing their fundraising early and making bold investments in equity assets, indicating a positive outlook for A-shares in a stable economic environment with ample liquidity [1][4]. Fundraising and Investment Trends - Several funds, including Guotai Fund and GF Fund, have announced early closure of fundraising, reflecting strong investor interest and confidence in the market [1]. - Notable funds that closed early include the Guotai Zhongdai Preferred Investment Grade Credit Bond Index Fund and the GF CSI 800 Index Enhanced Fund, among others [1]. - The trend of early fundraising closures is prevalent among equity funds, suggesting a robust demand for equity investments [1]. Performance of Newly Established Funds - New funds established in the last quarter have shown impressive performance, with the highest return being 38.04% for the Great Wall Medical Industry Select A fund since its inception [2]. - Funds like Huashan Medical Biology A and Caitong Asset Advanced Manufacturing A have also reported returns exceeding 30% since their establishment [2]. Rapid Deployment of Capital - Newly established equity funds are quickly deploying capital, with some funds like E Fund High Dividend Quantitative Stock A showing changes in net value just two days after establishment [2]. - The Yongying Information Industry Select Mixed A fund achieved a 54.54% equity investment ratio shortly after its establishment, indicating aggressive investment strategies [3]. Market Outlook for A-shares - Multiple fund companies express optimism about the future of A-shares, predicting a potential upward trend in the market [4]. - Factors contributing to this positive outlook include stable economic conditions, ample liquidity, and expected improvements in corporate earnings growth [4]. - The market is anticipated to favor sectors with improving performance, particularly in technology and innovation [4][5].