普通基金

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基本功 | 发起式基金有啥不一样?和普通基金区别在哪?
中泰证券资管· 2025-06-24 10:46
扫码进入基本功专栏 宠粉节超宠你! 持有人参与,100%有奖!昨日又新增 2人抽中 Labubu,大疆口袋相机和金元宝 都还有余位噢! 本材料不构成投资建议,观点具有时效性。本公司承诺以诚实信用、勤勉尽责的原则管理和运用基金资产,但不 保证基金一定盈利,也不保证最低收益。投资有风险,基金过往业绩不代表其未来表现。基金管理人管理的基金 的业绩不构成对其他基金业绩表现的保证。投资者投资基金时应认真阅读基金的基金合同、招募说明书、基金产 品资料概要等法律文件。基金管理人提醒投资者基金投资的"买者自负"原则,请投资者根据自身的风险承受能力 选择适合自己的基金产品。基金有风险,投资须谨慎。 基本功的基,就是基金的基。 做好投资、买对基金, 从夯实投资基金的基本功开始。 1分钟GET一个知识点, 起步更轻松。 发起式提示 有什么不一样? 成立门槛较低,管理人与投 资者风险共担利益绑定。 通常,发起式基金满足发起人认购金额至少1000万 元并锁定3年以上即可成立,门槛相对较低。因此, 其往往能较快成立,快速满足投资多样化需求,也 官 ...
发起式基金是什么?和普通基金有区别吗?
Sou Hu Cai Jing· 2025-05-14 03:32
Group 1 - The core concept of the article is to explain the characteristics and differences of initiating funds compared to regular funds [1][2] - Initiating funds are defined as funds where the fund manager uses company shareholder funds, proprietary funds, or funds from senior management to subscribe, with a minimum subscription amount of 10 million yuan and a holding period of no less than 3 years [2] - Unlike regular funds, initiating funds have lower establishment thresholds, not subject to the requirement of a total fundraising amount of at least 200 million yuan or a minimum of 200 fund holders [2][3] Group 2 - The development of initiating funds has seen a steady increase since their introduction by the China Securities Regulatory Commission in June 2012, with more than 30% of new funds established each year being initiating funds by 2023 and 2024 [4] - As of March 11, 2025, there are 2,162 initiating funds in the market, primarily consisting of bond, stock, and mixed funds, with stock funds mainly being passive index funds [7] - The total scale of initiating funds exceeded 3.1 trillion yuan by the end of 2024, accounting for approximately 9.5% of the total fund scale, indicating their significant role in the public fund sector [9]