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泓德中证A500指数增强A
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机构风向标 | 宏鑫科技(301539)2025年二季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-08-27 01:05
公募基金方面,本期较上一季度新披露的公募基金共计1个,即泓德中证A500指数增强A。 2025年8月27日,宏鑫科技(301539.SZ)发布2025年半年度报告。截至2025年8月26日,共有5个机构投资 者披露持有宏鑫科技A股股份,合计持股量达2745.78万股,占宏鑫科技总股本的18.55%。其中,机构 投资者包括台州捷胜投资合伙企业(有限合伙)、台州齐鑫企业管理咨询合伙企业(有限合伙)、 BARCLAYS BANK PLC、J.P.Morgan Securities PLC-自有资金、泓德中证A500指数增强A,机构投资者 合计持股比例达18.55%。相较于上一季度,机构持股比例合计上涨了0.43个百分点。 ...
机构风向标 | 骏成科技(301106)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-26 01:58
2025年8月26日,骏成科技(301106.SZ)发布2025年半年度报告。截至2025年8月25日,共有6个机构投资 者披露持有骏成科技A股股份,合计持股量达2967.01万股,占骏成科技总股本的29.20%。其中,机构 投资者包括江苏骏成投资管理合伙企业(有限合伙)、中国工商银行股份有限公司-大成中证360互联网 +大数据100指数型证券投资基金、广发证券股份有限公司-博道成长智航股票型证券投资基金、 J.P.Morgan Securities PLC-自有资金、泓德中证A500指数增强A、创金合信启富优选股票发起A,机构投 资者合计持股比例达29.20%。相较于上一季度,机构持股比例合计上涨了0.36个百分点。 公募基金方面,本期较上一期持股增加的公募基金共计2个,包括博道成长智航股票A、大成中证360互 联网+指数A,持股增加占比达0.11%。本期较上一季度新披露的公募基金共计2个,包括泓德中证A500 指数增强A、创金合信启富优选股票发起A。 ...
增强型指数基金迎发行潮!年内已成立76只,25只产品超额收益超7%
Mei Ri Jing Ji Xin Wen· 2025-06-24 14:14
Core Insights - Index investing has seen significant growth globally, with enhanced index strategies emerging as a new opportunity in the capital markets [1][2] - As of June 20, 2023, 76 new enhanced index funds were established this year, with a total scale of 37.628 billion yuan, setting a new record [1][2] - 87% of enhanced index funds have outperformed their benchmarks, with 25 funds achieving excess returns of over 7% [1][3] Group 1: Growth of Enhanced Index Funds - The issuance of enhanced index funds has surged, with a year-on-year increase of 443% in the number of products and 767% in scale [2] - This growth reflects market enthusiasm and investor recognition of these innovative investment tools [2] Group 2: Advantages of Enhanced Index Funds - Enhanced index funds offer lower management and trading costs compared to traditional actively managed funds [2] - These funds utilize quantitative models and AI technology to efficiently select promising stocks, enhancing their performance [2] - High transparency allows investors to clearly understand the fund's portfolio and the tracked index, aiding in risk and return assessment [2] Group 3: Performance and Selection Criteria - Two enhanced index products tracking the CSI A500 have exceeded 7% excess returns this year, demonstrating effective performance [3] - Investors should prioritize funds with low tracking errors and assess historical performance for excess return capabilities [3][4] - The technical strength of fund managers in AI and quantitative models, along with fund size, liquidity, and fee structure, are critical factors for investors to consider [4]