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浦银安盛悦享30天持有期债券
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3年跑输基准超10%将降薪 哪些基金经理“亮红灯”?
Nan Fang Du Shi Bao· 2025-05-29 23:10
证监会近日发布的《推动公募基金高质量发展行动方案》(下称《行动方案》)明确提出,对管理三年以 上产品业绩低于业绩比较基准超过10个百分点的基金经理,其绩效薪酬应当明显下降;对业绩显著超过 基准的基金经理,可合理适度提高薪酬。这一政策通过将基金经理薪酬与长期业绩深度绑定,直击行 业"重规模轻回报"痛点。 业内专家指出,《行动方案》的核心意义在于强化基金经理与投资者利益的一致性,引导行业摒弃短期 投机倾向,推动基金经理聚焦长期投资能力建设,从根本上提升投资者获得感。那么,随着政策落地, 有哪些基金经理因长期业绩跑输基准将面临降薪?又有哪些基金经理的产品大幅跑赢基准,薪酬有望提 升?南都湾财社基于权威数据,对两类情况进行了系统性统计梳理。 跑输基准"重灾区" 31只产品跑输超50% 多名知名基金经理在列 南都湾财社记者根据Wind数据梳理发现,截至5月21日,全市场成立满三年、现任基金经理管理时长超 过三年的公募基金共有近6000只(注:同一产品不同份额,只统计一次),其中,1341只基金近三年累计 收益率低于同期业绩比较基准超10个百分点,涉及735位基金经理。 在跑输基准的基金中,有31只基金产品近三年累计收益 ...
细化标准、匹配投资策略,年内超70只基金已变更业绩比较基准
Bei Jing Shang Bao· 2025-05-11 11:04
Group 1 - The core viewpoint of the article is that several funds are changing their performance benchmarks to better reflect their risk-return characteristics and investment strategies [1][4][5] - On May 9, 2023,浦银安盛基金 announced changes to the performance benchmarks of three bond funds, indicating a trend of adjusting benchmarks across the industry [4][5] - As of May 11, 2023, a total of 73 funds have changed their performance benchmarks this year, including various types such as equity mixed funds and bond funds [5][6] Group 2 - The adjustments in performance benchmarks are primarily driven by fund managers' considerations of more appropriate benchmarks in light of changes in investment direction [5][6] - The China Securities Regulatory Commission (CSRC) has emphasized the need to strengthen the constraints of performance benchmarks in its recent action plan for the high-quality development of public funds [7][8] - The CSRC aims to establish regulatory guidelines for setting, modifying, disclosing, and continuously evaluating performance benchmarks to ensure they serve their intended purpose effectively [8]
新规后首批!浦银安盛基金旗下多只公募基金修改业绩比较基准
Sou Hu Cai Jing· 2025-05-09 01:46
Group 1 - The core viewpoint of the news is that several public funds managed by浦银安盛基金 have changed their performance benchmarks to better reflect their risk-return characteristics [1][2] - The performance benchmark for浦银安盛稳健增利债券基金 (LOF) has been modified from "中证全债指数" to a new formula that includes "中债综合(全价)指数收益率*85% + 中证可转换债券指数收益率*5% + 银行活期存款利率(税后)*10%" [1] - The benchmark for浦银安盛悦享30天持有期债券基金 has changed from "中债综合全价指数收益率*90% + 一年期定期存款利率(税后)*10%" to "中债综合全价(1年以下)指数收益率*80% + 银行一年期定期存款利率(税后)*10% + 银行活期存款利率(税后)*10%" [1] - The浦银安盛双债增强债券基金's benchmark has been adjusted from "中证可转换债券指数收益率*40% + 中证综合债券指数收益率*50% + 沪深300指数收益率*10%" to "中债综合(全价)指数收益率*55% + 中证可转换债券指数收益率*30% + 沪深300指数收益率*5% + 银行活期存款利率(税后)*10%" [1] Group 2 - The changes in performance benchmarks are among the first public fund products to be modified following the release of the CSRC's "Action Plan for Promoting High-Quality Development of Public Funds" on May 7 [2] - The "Action Plan" emphasizes the need to strengthen the regulatory role of performance benchmarks, establishing guidelines for setting, modifying, disclosing, and continuously evaluating benchmarks, as well as mechanisms for correction [2] - The plan aims to ensure that performance benchmarks effectively define product positioning, clarify investment strategies, represent investment styles, measure product performance, and constrain investment behavior [2]