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公募FOF三季报陆续披露 指数化配置渐成趋势
在旺盛的需求下,基金产品也顺势推出多元配置FOF和ETF-FOF等创新品种。指数基金的加入,固然给 FOF配置带来更多选择,但也对基金经理的配置能力提出更高要求。 人民财讯10月27日电,公募FOF(基金中的基金)三季报陆续披露,从截至10月25日的最新重仓基金情况 来看,FOF的指数化配置趋势越发明显。个别FOF的前十大重仓基金,有9只为ETF。 ...
FOF指数化配置渐成趋势 部分产品10只重仓基9只为ETF
Zheng Quan Shi Bao· 2025-10-26 22:34
公募FOF(基金中的基金)三季报陆续披露,从截至10月25日的最新重仓基金情况来看,FOF的指数化 配置趋势越发明显。个别FOF的前十大重仓基金,有9只为ETF。 截至10月25日,全市场以"多元配置"命名的7只FOF,均成立于2025年,且在投资范围中为指数基金留 出空间。以10月23日公告成立的浦银安盛盈丰多元配置3个月持有期混合FOF为例,该基金募集规模为 27.16亿元,权益基金投资策略包括主动和被动基金,后者包含普通指数型基金、增强指数型基金、ETF 等。 在旺盛的需求下,基金产品也顺势推出多元配置FOF和ETF-FOF等创新品种。指数基金的加入,固然给 FOF配置带来更多选择,但也对基金经理的配置能力提出更高要求。 FOF青睐指数基金 10月25日,建信福泽裕泰混合FOF披露三季报,一共有2只指数基金进入十大重仓基,位居首位的是华 夏恒生互联网科技业ETF(QDII),国泰黄金ETF位居第四大重仓基。同在25日披露三季报的万家优选 积极三个月持有FOF,前十大重仓基中有3只是ETF,除第一大重仓的富国中证港股通互联网ETF外,还 有平安中证新能源汽车产业ETF和嘉实上证科创板芯片ETF。 值得一提 ...
10只重仓基金9只是ETF,FOF指数化配置趋势持续凸显
券商中国· 2025-10-25 13:28
Core Viewpoint - The trend of index-based allocation in public FOFs (Fund of Funds) is becoming increasingly prominent, with a significant preference for ETFs (Exchange-Traded Funds) over actively managed funds [1][4][7]. Group 1: FOF Holdings and Trends - As of October 25, 2023, many FOFs have shifted their top holdings to ETFs, with 9 out of 10 top funds in some cases being ETFs, indicating a clear trend towards index-based investment strategies [1][3]. - The report highlights that 90.73% of public FOFs are expected to allocate to ETFs by the end of 2024, with approximately 9.2% of FOF holdings being ETFs by mid-2025 [4][6]. - Notably, among the 37 FOFs that disclosed their third-quarter reports, 11 had ETFs as their largest holding, with 5 of these ETFs having a holding value exceeding 10% of the fund's net asset value [4]. Group 2: Product Innovation and Demand - In response to strong demand, new products such as multi-asset allocation FOFs and ETF-FOFs are being introduced, reflecting the evolving landscape of fund offerings [2][5]. - The emergence of multi-asset FOFs, which allow for a mix of active and passive investments, is evident, with recent launches indicating a growing trend towards diversified investment strategies [5][6]. - The ETF-FOF products are designed to allocate over 80% of their non-cash assets to ETFs, showcasing a significant shift towards passive investment strategies [5][6]. Group 3: Managerial Challenges and Opportunities - The proliferation of index funds presents both opportunities and challenges for fund managers, as they must enhance their asset allocation capabilities to navigate a more complex investment landscape [7][8]. - Fund managers are increasingly focusing on diverse asset classes, including equities, fixed income, commodities, and overseas investments, to create optimal portfolios that outperform traditional strategies [7]. - However, challenges such as market volatility and liquidity issues in certain ETFs may complicate asset rotation strategies, necessitating innovative approaches to maintain competitive advantages [8].