易方达产业优选混合(A/C:025824/025825)
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把握产业转型升级机遇,易方达产业优选混合(A/C:025824/025825)今日首发
Mei Ri Jing Ji Xin Wen· 2025-10-20 01:46
Core Viewpoint - The launch of E Fund's new floating-rate fund, E Fund Industry Select (A/C: 025824/025825), aims to help investors seize investment opportunities arising from industrial transformation and upgrading [1] Group 1: Fund Management - The fund will be managed by experienced professionals Qi He and Fang Xincheng, whose complementary skills are expected to enhance the fund's performance [1] - Qi He has 15 years of investment research experience, focusing on manufacturing industry investments, with a strong track record of performance [1] - Three out of five public funds managed by Qi He have achieved over 50% returns in the past year, with two funds showing cumulative net value growth rates of 292.5% and 154.68% since his tenure began [1] Group 2: Investment Strategy - The fund will select listed companies with competitive advantages based on research into industrial policies, cycles, trends, and patterns, as well as company operations, financial indicators, and valuation levels [1] - The goal is to provide investors with long-term sustainable returns by focusing on industries with investment value [1]
新型浮动费率基金再上新易方达产业优选混合(A/C:025824/025825)今日首发
Zhong Guo Ji Jin Bao· 2025-10-19 23:31
Core Insights - E Fund has launched its third floating-rate fund, E Fund Industry Select (A/C: 025824/025825), to capture investment opportunities arising from industrial transformation and upgrades [1][2] - The fund will implement a differentiated management fee structure based on the holding period and performance, encouraging long-term investment [1][2] Fund Structure - The fund charges a management fee of 1.2% per year for holdings under one year; for holdings over one year, the fee varies based on annualized excess returns [1] - If annualized returns exceed the benchmark by more than 6%, the fee is 1.50%; if returns lag the benchmark by 3% or more, the fee drops to 0.6% [1] Management Team - The fund will be co-managed by seasoned professionals Qi He and Fang Xincheng, leveraging their complementary skills to capture excess returns [2] - Qi He has 15 years of investment research experience, with a strong focus on manufacturing investments, and has achieved significant performance in his current funds [2] Market Context - The global industrial landscape is undergoing profound changes, with new productive forces emerging in China, presenting rich investment opportunities [2] - E Fund Industry Select aims to select competitive listed companies based on research into industrial policies, cycles, trends, and company fundamentals [2]
新型浮动费率基金再上新 易方达产业优选混合(A/C:025824/025825)今日首发
Zhong Guo Ji Jin Bao· 2025-10-19 23:11
Core Viewpoint - E Fund has launched its third floating-rate fund, E Fund Industry Select (A/C: 025824/025825), to help investors capitalize on investment opportunities arising from industrial transformation and upgrade [1][2]. Fund Structure - The fund adopts a floating fee model, charging a management fee of 1.2% per year if the investor holds shares for less than one year. For holdings of one year or more, the management fee varies based on annual excess return: 1.50% if the return exceeds the benchmark by over 6%, 0.6% if it underperforms the benchmark by 3% or more, and 1.2% for other scenarios [1][2]. Management Team - The fund will be co-managed by seasoned professionals Qi He and Fang Xincheng, leveraging their complementary skills to capture excess returns. Qi He has 15 years of investment research experience, focusing on manufacturing investments, with four out of five funds under his management achieving over 50% returns in the past year [2]. Market Context - The global industrial landscape is undergoing significant changes, with new productive forces emerging in China. More Chinese companies are expanding internationally, presenting abundant investment opportunities [2]. Investment Strategy - The fund aims to select listed companies with competitive advantages based on research into industrial policies, cycles, trends, and company financials, striving for sustainable long-term returns for investors [2].
新型浮动费率基金再上新 易方达产业优选混合(A/C:025824/025825)今日首发
中国基金报· 2025-10-19 23:09
Core Viewpoint - The launch of E Fund's new floating-rate fund, E Fund Industry Select (A/C: 025824/025825), aims to help investors capitalize on emerging investment opportunities during industrial transformation and upgrade [2]. Fund Structure and Fee Model - The fund adopts a floating fee model, charging a management fee of 1.2% per year for investors holding shares for less than one year. For those holding shares for one year or more, the management fee varies based on annualized excess return: 1.50% if the return exceeds the benchmark by more than 6%, 0.6% if it underperforms the benchmark by 3% or more, and 1.2% for other scenarios. This model encourages long-term investment and aligns the interests of managers and investors [2]. Management Team - The fund will be co-managed by seasoned professionals Qi He and Fang Xincheng, whose complementary skills aim to capture excess returns. Qi He has 15 years of investment research experience, focusing on manufacturing investments, with four out of five funds under his management achieving over 50% returns in the past year. Notably, two funds he has managed for over five years have seen cumulative net value growth rates of 305.2% and 164.6%, significantly outperforming their benchmarks [3][4]. Market Context and Investment Strategy - The global industrial landscape is undergoing profound changes, with domestic industries related to new productivity flourishing. Increasingly, Chinese companies are expanding internationally, presenting a wealth of investment opportunities. The fund will focus on researching industrial policies, cycles, trends, and patterns, as well as company operations, financial metrics, and valuation levels, to select listed companies with competitive advantages in valuable industries, aiming for sustainable long-term returns for investors [3].