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天工日开理财产品2号(数字基础设施指数)
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理财权益布局分化:民生加码量化增强,华夏深耕公募REITs
(原标题:理财权益布局分化:民生加码量化增强,华夏深耕公募REITs) 近期,权益类公募产品迎来扩容。8月19日,民生理财"金竹量化增强半年持有期1号"起始募集。8月22 日,华夏理财新发跟踪公募REITs指数的"天工日开12号"。两款产品均于8月25日今日结束募集。除这两 款产品外,理财公司目前共存续40只权益类公募产品。 从投资策略来看,民生理财的"金竹量化增强半年持有期1号"抓住了今年来大火的量化指增策略,产品 以中证500指数为业绩基准,在控制行业、风格偏离的基础上,通过量化挖掘有效因子,选出一揽子股 票构建组合,在严格控制跟踪误差的前提下,力争获取超越基准指数的收益。 "展望后市,指数下行风险不大,长期来看市场或能持续贡献正向β。同时,政策呵护下的市场交易活跃 度预期不减,量化行业整体的制度监管与风控管理日益完善,也让我们对α收益的持续性保持乐观。"民 生理财在8月21日发布的公众号文章中表示。 华夏理财新发产品"天工日开12号"跟踪的是中诚信指数和华夏理财共同编制的"中诚信-华夏理财公募 REITs精选指数"。该指数在市场上满足一定上市时间和流动性要求的REITs中,根据多个维度,挑选不 少于20 ...
权益类公募产品扩容至41只,榜首产品疯涨近50%
Core Insights - The report focuses on the performance of mixed and equity financial products, highlighting their returns and risk metrics over the past year [1][2]. Group 1: Mixed Financial Products - The top ten mixed public products are concentrated among four financial companies: Hangyin Wealth Management, ICBC Wealth Management, Everbright Wealth Management, and Suwei Wealth Management [7]. - Everbright Wealth Management's "Sunshine Orange Quantitative Multi-Strategy No. 1" ranks first with a net value growth rate of 8.27% and a maximum drawdown of 2.96% [7]. - The second and third positions are held by Hangyin Wealth Management's two "Excellent Mixed" series products, which have similar return levels [7]. - The top product primarily invests in individual stocks, bonds, and ETF funds, with over 90% of assets managed through private equity plans [7]. - The product has experienced a net value increase of 4.48% in 2024, following a recovery in the A-share market after the 924 policy [7]. Group 2: Equity Financial Products - Huaxia Wealth Management and Everbright Wealth Management dominate the equity product rankings, with Huaxia's "Tiangong Index Products" taking seven of the top ten spots [14]. - The leading product in this category has surged nearly 50% over the past year, although it also faced a maximum drawdown exceeding 20% [14]. - Everbright's "Sunshine Red ESG Industry Selection" has also performed well, with a growth of over 25% in the same period [14]. - The recent expansion of equity public products has led to a total of 37 existing products, with additional products from Huaxia Wealth Management pending sale [15].