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市场回暖 多元配置的ETF-FOF值得关注
Jin Rong Jie· 2025-10-09 06:16
今年以来,随着资本市场逐步转暖,投资者对FOF基金的认可度逐步提升,因为相信专业的力量, 近年来很多股民转变成基民。 下半年,ETF-FOF基金迎来上报的密集期,多家机构加速布局,为投资者提供更多选择。 1. 市场转暖,机构加速布局ETF-FOF 在市场回暖的背景下,也让FOF的市场认可度逐步提升。Wind数据显示,截至2季度末,超过90% 的FOF今年以来取得正收益。与此同时,ETF规模突破,持续刷新历史新高,截至8月末,我国ETF市 场总规模已突破5万亿元,各种细分赛道的ETF层出不穷,这一规模的快速增长,反映了公募市场对指 数化投资的热情。 在这一背景下,为进一步提升资产配置的灵活性,越来越多的FOF将目光投向ETF。Wind数据显 示,截至9月26日,今年以来已有20只ETF-FOF产品申报,其中有14只为7月份以来申报,这种创新型产 品正在成为新的资产配置工具,为投资者提供更多选择。 ETF-FOF,顾名思义是一种以配置ETF为主的FOF产品,与传统FOF主要配置主动管理型基金不 同,ETF-FOF更加专注于被动指数的投资组合,将80%以上的非现金底层资产配置于ETF的策略,这类 产品融合了ETF和 ...
社保基金组合新进多只个股前十大股东;又有养老目标基金选择降费
Mei Ri Jing Ji Xin Wen· 2025-04-14 08:24
Group 1 - Multiple social security fund combinations have increased their holdings in various stocks during the fourth quarter of last year, with some stocks appearing in the top ten shareholders of multiple funds [1][2][3] - The National Social Security Fund Council has announced its commitment to long-term, value, and responsible investment strategies, expressing confidence in the development prospects of the Chinese capital market [1] - The recent annual reports of listed companies reveal that social security fund combinations have entered the top ten shareholders of several companies, such as Huagong Technology and Dajin Heavy Industry [1][2] Group 2 - The management fee rate for the Zhongyin Pension 2050 five-year holding mixed fund (FOF) has been reduced from 0.9% to 0.6%, and the custody fee rate has been lowered from 0.15% to 0.10% [10] - The fund, established in March 2022, has seen its scale decrease from approximately 21.71 million yuan at inception to 19.1762 million yuan by the end of 2024, with a net value of 0.8432 yuan as of April 9, 2025, reflecting a loss of over 15% since inception [11] - Several pension target funds managed by Industrial and Commercial Bank of China have recently changed fund managers, with the addition of Zhou Yin to manage multiple funds previously overseen solely by Jiang Hua'an [11]