恒睿沪深300指数挂钩固定收益类6个月定开

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挂钩指数普遍上涨 “固收+期权”产品迎来“敲出潮”!
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-05 01:16
Core Insights - The overall performance of "fixed income + options" public wealth management products has improved due to the recent strength in major stock indices and asset class indices, with a notable increase in net value [5] - As of August 28, the average net value growth rate for these products over the past three months is 1.17%, with only 1.55% of products recording negative returns [5] - The leaderboard for performance in the past three months is dominated by products from Zhaoyin Wealth Management, followed by Xingyin Wealth Management and Jiaoyin Wealth Management [5] Overall Performance - The "fixed income + options" public wealth management products have seen a significant increase in net value, attributed to a "knockout wave" where many products matured early [5] - The average maximum drawdown for these products is 0.31%, indicating relatively low risk during this period [5] - Zhaoyin Wealth Management has four products in the top performance list, while Xingyin and Jiaoyin Wealth Management have two each, and Gongyin and Guangda Wealth Management have one each [5] Highlighted Product Analysis - The top product, "Hengrui CSI 300 Index Linked Fixed Income 6-Month Open," managed by Gongyin Wealth Management, combines bond assets with equity and derivative assets, holding bank ETFs and low-volatility dividend ETFs [6] - The second-ranked product, "Fengli Xindong Multi-Strategy Global Money Tide Closed-End 3rd Enhanced B," managed by Xingyin Wealth Management, has an annualized performance benchmark of 0.2% to 7%, investing in European call options linked to the Money Tide asset trend strategy index [6] - The Money Tide index saw an increase of approximately 4.1% from May 28, 2025, to August 28, 2025 [6]
挂钩指数普遍上涨,“固收+期权”产品迎来“敲出潮”!
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-03 11:01
Overall Performance - The "fixed income + options" strategy products have shown good performance due to the recent strength in major stock indices and asset class indices, with an average net value growth rate of 1.17% over the past three months and a maximum drawdown average of 0.31% as of August 28 [5] - Only 1.55% of the products recorded negative returns in the last three months, indicating a strong overall performance in the sector [5] - The leaderboard for the past three months features products from Zhaoyin Wealth Management, with four products listed, followed by Xingyin Wealth Management and Jiaoyin Wealth Management with two products each, and Industrial Bank Wealth Management and Everbright Wealth Management with one product each [5] Highlighted Product Analysis - The top product, "Hengrui CSI 300 Index Linked Fixed Income Class 6-Month Open," managed by Industrial Bank Wealth Management, is based on bond assets supplemented by equity and derivative assets, holding bank ETFs and low-volatility dividend ETFs as of mid-year [6] - The second-ranked product, "Fengli Xindong Multi-Strategy Global Money Tide Closed-End 3rd Enhanced B," managed by Xingyin Wealth Management, has an annualized performance benchmark of 0.2% to 7%, investing in European call options linked to the Money Tide asset trend strategy index, which increased by approximately 4.1% from May 28, 2025, to August 28, 2025 [6]