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近一月65只主动权益类基金“谢客”
Bei Jing Shang Bao· 2025-08-10 16:34
知名基金经理葛兰旗下产品时隔四年再次限购。近日,中欧基金宣布,旗下中欧医疗创新股票、中欧科 创主题混合均自8月11日起暂停大额申购、转换转入及定期定额投资业务。值得一提的是,近一个月也 有超60只主动权益类基金限制大额申购等业务,其中不乏年内甚至近一年业绩突出的绩优基金。在业内 人士看来,部分基金暂停大额申购可能是基金管理人担心规模过大增加基金运作难度,也可能是出于对 近期市场走势强劲或面临回调风险的考虑。 时隔四年葛兰再限购 8月9日,中欧基金公告称,中欧医疗创新股票自8月11日起,暂停大额申购、转换转入及定期定额投资 业务,限额均为10万元。 值得关注的是,葛兰在管产品上一次限购已是2021年8月。彼时,中欧明睿新起点混合限制大额申购等 业务,限额为500万元。同年1月,中欧医疗健康混合也曾将代销渠道大额申购、转换转入和定期定额投 资限额调整为10万元。 8月9日,中欧基金也宣布,由邵洁管理的中欧科创主题混合同样自8月11日起暂停大额申购、转换转入 及定期定额投资业务,限额均为100万元。 从业绩来看,Wind数据显示,截至8月10日,中欧医疗创新股票A/C的年内收益率分别为62.28%、 61.48%, ...
葛兰在管产品时隔四年再限购,近一个月还有多只绩优基金“谢客”
Bei Jing Shang Bao· 2025-08-10 12:13
知名基金经理葛兰旗下产品时隔四年再次限购。近日,中欧基金宣布,旗下中欧医疗创新股票、中欧科创主 题混合均自8月11日起暂停大额申购、转换转入及定期定额投资业务。值得一提的是,近一个月也有超60只 主动权益类基金限制大额申购等业务,其中不乏年内甚至近一年业绩突出的绩优基金。在业内人士看来,部 分基金暂停大额申购可能是基金管理人担心规模过大增加基金运作难度,也可能是出于对近期市场走势强劲 或面临回调风险的考虑。 从市场走势来看,当前沪指站上3600点,限购的主动权益类基金也越来越多。Wind数据显示,截至8月10 日,近一个月已有65只主动权益类基金(份额分开计算)限制大额申购,其中不乏绩优基金。 例如,由张明烨管理的信澳匠心回报混合自8月7日起暂停大额申购等业务,限额为100万元。业绩方面,截 至8月10日,该基金A/C份额年内收益率达66.97%、66.39%,在同期混合型产品中排名前2%,近一年收益率 也达91.83%、90.73%。 另外,由吴远怡在管的广发成长领航一年持有混合也自8月4日起将大额申购等业务限额调整为5万元。同 期,该基金A/C的年内收益率高达92.06%、91.3%,在同类产品中排名前1 ...
多只绩优权益基金产品限购,主动控规模保业绩
Huan Qiu Wang· 2025-08-10 02:22
【环球网财经综合报道】近期,公募基金行业再现"限购潮",多只业绩领跑的主动权益基金宣布暂停大额申购。8月9日,中欧基金旗下由葛兰管理的中欧医 疗创新股票型基金公告,自8月11日起单日单账户限购10万元;同日,邵洁管理的中欧科创主题基金也宣布限购100万元。据不完全统计,7月以来已有约50 只绩优权益基金加入限购行列,包括永赢高楠管理的永赢睿信混合(年内回报65.47%)、广发成长领航一年持有混合等产品。业内人士指出,限购主要为 控制规模以保障投资策略有效性,保护持有人利益,避免短期资金高位涌入摊薄收益。 业内人士分析,绩优基金纷纷"闭门谢客",核心原因在于"规模与收益的平衡"。当基金净值快速上涨时,短期资金大量涌入会导致规模骤增,可能影响基金 经理调仓效率,甚至摊薄原有持有人收益。例如,永赢睿信混合二季度规模因业绩优异增至50亿元,限购可避免资金过快流入冲击投资组合。 限购也是对投资者的"保护"。中欧基金在公告中明确表示,限购是为"保证基金稳定运作,保护基金份额持有人利益"。市场人士指出,部分板块短期涨幅较 大后,若新资金高位追涨,可能面临市场波动风险,限购可引导投资者理性布局,减少"追涨杀跌"行为。 行业转 ...
顶流葛兰,重启限购
Core Viewpoint - Recent announcements from China Europe Fund indicate a trend of limiting large purchases for several high-performing funds, including the China Europe Medical Innovation Fund managed by Ge Lan, which has a daily purchase limit of 100,000 yuan per account [1][3][14]. Fund Purchase Restrictions - Starting from August 11, 2025, the China Europe Medical Innovation Fund will suspend large purchases, conversions, and regular investment plans, with a limit of 100,000 yuan per account [3][5]. - This follows a similar restriction placed on another fund managed by Ge Lan, the China Europe Medical Health Fund, which has maintained a 100,000 yuan limit since January 2021 [1][3]. Fund Performance and Holdings - As of mid-2023, the China Europe Medical Innovation Fund has a total net asset value exceeding 8.2 billion yuan, with significant investments in the healthcare sector, accounting for 46.41% of its portfolio [6][7]. - The top ten holdings of the fund include notable companies such as 3SBio, with a year-to-date increase of nearly 400%, and all top ten stocks have shown an average increase of over 100% this year [6][8][9]. Market Trends and Fund Management - The recent surge in the innovative drug sector has led to a continuous rise in the unit net value of the China Europe Medical Innovation Fund, which recently surpassed 1.7 yuan, compared to a low of 0.9 yuan a year ago [9]. - The trend of limiting purchases is seen across the industry, with approximately 50 actively managed equity funds announcing similar restrictions since July, reflecting a cautious approach by fund managers to maintain investment strategy effectiveness and protect existing investors [14][15].
顶流葛兰,重启限购
21世纪经济报道· 2025-08-09 14:47
Core Viewpoint - Recent announcements from multiple high-performing funds under China Europe Fund indicate a trend of limiting large purchases to ensure stable fund operations and protect the interests of existing fund holders [1][3][15]. Fund Purchase Limitations - On August 9, China Europe Fund announced that starting from August 11, the China Europe Medical Innovation Fund would limit single-day purchases to 100,000 yuan per account [3][5]. - This is not the first instance; a similar limit was imposed on another medical fund managed by the same manager, Guo Lan, since January 2021 [1][2]. Fund Performance and Holdings - As of mid-2023, the China Europe Medical Innovation Fund had a total net asset value exceeding 8.2 billion yuan, with major investments in healthcare and manufacturing sectors, accounting for 46.41% and 41.99% of the portfolio, respectively [6][7]. - The top ten holdings of the fund include notable companies such as Sanofi Pharmaceutical and WuXi AppTec, with significant year-to-date price increases, including a nearly 400% rise for the largest holding, Sanofi Pharmaceutical [6][8]. Market Trends and Reactions - The recent surge in the innovative drug sector has led to substantial gains for the fund's holdings, with an average increase of over 100% for the top ten stocks this year [7][8]. - The fund's unit net value has also risen significantly, reaching 1.6874 yuan, compared to a low of below 0.9 yuan a year ago [9]. Broader Industry Context - The trend of limiting fund purchases is not isolated; approximately 50 actively managed equity funds have announced similar restrictions since July, reflecting a broader industry response to rapid inflows and the need to maintain investment strategy effectiveness [14][15]. - Industry experts suggest that these measures are aimed at controlling fund size to enhance investment efficiency and protect existing investors from potential losses due to market volatility [15][16].
葛兰,重启限购
8月9日,中欧基金发布公告称,基金经理葛兰管理的中欧医疗创新股票型证券投资基金(简称"中欧医 疗创新"),单日单账户限购10万元;基金经理邵洁管理的中欧科创主题混合型证券投资基金(简称"中 欧科创主题"),单日单账户限购100万元。 据不完全统计,7月以来,已有约50只主动权益基金发布限购公告,其中不乏最近一年涨幅居前的绩优 产品。 业内人士表示,从中长期维度来看,A股中枢有望震荡抬升。随着国内后续潜在催化因素增多,市场风 险偏好或持续回升。 知名基金经理旗下产品限购 一位公募人士向中国证券报记者表示,在公募行业高质量发展的要求下,基金公司在行情较好阶段主动 限购,科学控制规模,一定程度上能保证投资策略的有效性,让基金运作更加稳定,有助于切实保护持 有人利益。 三季度市场或维持向上趋势 业内人士表示,从中长期维度来看,A股中枢有望震荡抬升。随着国内后续潜在催化因素增多,市场风 险偏好或持续回升,预计后续A股将呈现更为明显的结构性特征。 中欧基金8月9日公告显示,为进一步保证基金稳定运作,保护基金份额持有人利益,由基金经理葛兰管 理的中欧医疗创新单日单账户限购10万元。Choice数据显示,截至8月8日,中欧医 ...
知名基金经理官宣:“限购”!
Sou Hu Cai Jing· 2025-08-09 09:33
Group 1 - The core viewpoint of the articles is that several funds managed by China Universal Asset Management have announced purchase limits to ensure stable operations and protect the interests of fund holders [1][2][9] - China Universal Medical Innovation Fund, managed by Guo Lan, will limit single account purchases to 100,000 yuan starting August 11 [3][4] - The China Universal Science and Technology Theme Fund, managed by Shao Jie, will also impose a limit on large purchases over 1 million yuan from August 11 [6][7] Group 2 - As of the end of Q2, the China Universal Medical Innovation Fund had a scale of 8.114 billion yuan, reflecting a nearly 20% increase year-on-year, with a one-year return of 80.12%, ranking in the top 2 of its category [4][5] - The fund manager, Guo Lan, maintains a positive outlook on the innovative drug sector, citing increasing global competitiveness of domestic companies and supportive domestic policies [5] - The China Universal Science and Technology Theme Fund has a one-year return of 84.33%, also ranking in the top 2 of its category, benefiting from the explosive growth in the technology sector [7][8] Group 3 - The recent trend of fund purchase limits is seen across the industry, with approximately 50 actively managed equity funds announcing similar restrictions since July [10][11] - The rationale behind these limits is to control fund size, maintain investment strategy effectiveness, and protect existing investors from potential losses due to market volatility [10][11] - Fund managers are increasingly focusing on stable growth and the long-term profitability of their products rather than short-term performance spikes [11]
知名基金经理官宣:“限购”!
中国基金报· 2025-08-09 09:24
Core Viewpoint - Multiple high-performing funds managed by China Europe Fund have announced purchase limits to ensure stable fund operations and protect the interests of fund shareholders [2][3][10]. Fund Purchase Limits - On August 9, China Europe Fund announced that the China Europe Medical Innovation Fund would limit single-day purchases to 100,000 yuan starting August 11 [4][5]. - The China Europe Digital Economy Fund had already suspended large purchases over 1 million yuan starting August 6 [2][5]. - The China Europe Science and Technology Innovation Fund, managed by Shao Jie, will also suspend large purchases over 1 million yuan from August 11 [7]. Fund Performance - As of the end of Q2, the China Europe Medical Innovation Fund had a scale of 8.114 billion yuan, a nearly 20% increase year-on-year [5]. - The fund achieved a one-year return of 80.12%, ranking in the top 2% of its category as of August 8 [5]. - The China Europe Science and Technology Innovation Fund had a one-year return of 84.33%, also ranking in the top 2% of its category [7]. Market Context - The trend of fund purchase limits has been observed across approximately 50 actively managed equity funds since July, particularly among high-performing products [10][11]. - Industry insiders indicate that the recent wave of purchase limits is aimed at controlling fund size to maintain the effectiveness of investment strategies and protect existing shareholders from potential losses due to market volatility [11].
又一只,“限购”!
Zhong Guo Ji Jin Bao· 2025-08-06 05:44
【导读】中欧数字经济混合暂停大额申购 8月6日,中欧数字经济混合基金宣布,即日起暂停100万元以上的大额申购。 | 基金名称 | 中欧数字经济混合型发起式证券投资基金 | | | --- | --- | --- | | 基金简称 | 中欧数字经济混合发起 | | | 基金主代码 | 018993 | | | 基金管理人名称 | 中欧基金管理有限公司 | | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《中 欧数字经济混合型发起式证券投资基金基金合同》和 | | | | 《中欧数字经济混合型发起式证券投资基金招募说明 | | | | 书》的相关规定。 | | | 暂停相关业务的起始 | 暂停大额申购起始日 暂停大额定期定额投资起 | 2025年8月6日 | | | 暂停大额转换转入起始日 | 2025年8月6日 | | | | 2025年8月6日 | | | 始日 | | | | 限制申购金额(单位:元) | 1. 000. 000 | | | 限制转换转入金额(单位: | 1. 000. 000 | | 日、金额及原因说明 | 元) | | | | 限制定期定额投资金额 | 1. 000. 0 ...
又一只,“限购”!
中国基金报· 2025-08-06 05:39
【导读】中欧数字经济混合暂停大额申购 中国基金报记者 曹雯璟 8月6日,中欧数字经济混合基金宣布,即日起暂停100万元以上的大额申购。 数据显示,该基金近一年业绩超150%,在同类基金中排名8/4349。 近期,权益市场持续回暖,绩优主动权益基金密集发布"限购令"。多位业内人士表示,限购 可以减少资金大幅波动,使基金经理能够更加平稳地进行投资运作,应对市场不确定性,切 实保护持有人利益。 | 基金名称 | 中欧数字经济混合型发起式证券投资基金 | | --- | --- | | 基金简称 | 中欧数字经济混合发起 | | 基金主代码 | 018993 | | 基金管理人名称 | 中欧基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《中 欧数字经济混合型发起式证券投资基金基金合同》和 《中欧数字经济混合型发起式证券投资基金招募说明 | | | 书》的相关规定。 | | 暂停相关业务的起始 | 暂停大额申购起始日 2025年8月6日 始日 限制甲购金额(单位:元) 1. 000. 000 | | | 暂停大额转换转入起始日 2025年8月6日 | | | 暂停大额定期定额投资起 ...