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公募FOF年内悄然回春:好产品如何做到“稳健”“绩优”两不误?| 基金投资力测评
Group 1 - Public Fund of Funds (FOF) has gained significant popularity among investors in 2025, with a market size increase of 26.7 billion yuan, representing over 20% growth compared to the end of the previous year [1] - A total of 21 new FOF products were launched in 2025, raising 23.04 billion yuan, which is more than a fourfold increase year-on-year, with an average fundraising of 1.097 billion yuan per product [1] - The growth in the FOF market is driven by multiple factors, including a favorable A-share market, resource allocation from distribution channels, and the expansion of personal pension fund listings [1] Group 2 - As of May 28, 2025, 421 out of 498 pension FOFs achieved positive returns, accounting for nearly 85%, with an average net value growth of 1.3% [2] - The top-performing pension FOF is the ICBC Credit Suisse Pension 2050, managed by Xu Xinyuan, which has delivered a 7% return year-to-date [2] Group 3 - Xu Xinyuan, a relatively young fund manager with 9 years of experience, has successfully managed several notable products, including the ICBC Pension 2050, showcasing effective investment strategies [3][4] - The ICBC Pension 2050 has balanced investments between A and H shares, with a focus on reducing exposure to high-performing sectors while increasing allocations to pharmaceuticals, non-bank financials, and real estate [4] Group 4 - The ICBC Pension 2055, also managed by Xu Xinyuan, has shown competitive performance with a 10.58% return since its management began in January 2024, ranking 24th among 182 similar funds [4][5] - The fund's strategy includes dynamic adjustments to asset allocations, focusing on growth and dividend assets, which has contributed to its long-term stability [5] Group 5 - ICBC Credit Suisse has developed a comprehensive pension product matrix, including target date, target risk, and passive tools, catering to various retirement needs [8] - The firm has established a robust investment process that emphasizes strategic and tactical asset allocation, as well as fund selection, to optimize risk-adjusted returns [8] Group 6 - The overall assets of ICBC Credit Suisse's FOF products have increased from 1.274 billion yuan at the end of 2021 to 2.482 billion yuan by the first quarter of 2025, demonstrating steady growth in the pension FOF segment [7] - The company has been at the forefront of pension financial product innovation, launching several products that have been included in the personal pension fund list [7][8] Group 7 - The regulatory environment is fostering a "value revolution" in public fund products, with FOFs expected to leverage their advisory-like attributes to generate alpha returns, becoming a key growth driver for fund companies [9]
9只Y份额绩优基金
雪球· 2025-03-24 07:37
阡陌说 . 雪球2022年度基金影响力用户,雪球星计划创作者,天天基金首期创作者激励计划用户。公众号大部分为基金学习 笔记,可能会略显枯燥,感谢您的关注!期待与您同行收获时间的玫瑰。 以下文章来源于阡陌说 ,作者阡陌说 长按即可免费加入哦 风险提示:本文所提到的观点仅代表个人的意见,所涉及标的不作推荐,据此买卖,风险自负。 作者:阡陌说 来源:雪球 每年3月至6月是个人所得税的退税时间 , 买Y份额的个人养老金基金每年最高可以享受12000元的税前扣 除 , 我今天拉下Y份额基金的情况 。 截至2025年3月18日 , 一共有56家基金公司发了Y份额个人养老金基金 , 这些基金规模总计91.43亿元 。 其中 , 有14家基金公司的Y份额个人养老金基金管理规模超过1亿元 , 规模前五分别是华夏基金 、 兴证全球基金 、 易方达基金 、 中欧基金 、 工银瑞信基金 。 | 基金公司一阡陌说整理 | Y份额基金规模 [单位]亿元 | | --- | --- | | 华夏基金管理有限公司 | 13. 84 | | 兴证全球基金管理有限公司 | 11. 62 | | 易方达基金管理有限公司 | 10. 88 | | ...