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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]