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绩优基金限购有三重考量
Zheng Quan Ri Bao· 2025-08-13 16:21
Group 1 - The recent trend of performance-oriented funds implementing purchase limits is driven by three main considerations [1][2] - The first consideration is to protect the interests of existing investors, as seen in the case of the China Europe Medical Innovation Equity Fund, which has seen a net value growth rate exceeding 60% in the past six months and over 80% in the past year [1] - The second consideration addresses the "volatility-performance-scale" dilemma, where rapid growth in fund size can lead to performance decline, prompting fund managers to limit purchases to maximize long-term returns for investors [1][2] Group 2 - The third consideration is the proactive adaptation to new regulatory guidelines aimed at promoting long-term investment returns, shifting the focus from size to investor returns [2] - The recent regulatory changes emphasize the importance of fund companies prioritizing investor interests, which has led to the normalization of purchase limits as a management strategy for quality funds [2] - Investors are encouraged to analyze and respond rationally to purchase limits, distinguishing between "true limits" and "false limits" to avoid short-term inconveniences affecting long-term gains [2]