浮动管理费率主动权益基金
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深度解读来了!基金公司热议高质量发展行动方案:将增加发行浮动管理费率主动权益基金
Mei Ri Jing Ji Xin Wen· 2025-05-08 04:01
对于方案的发布,基金公司也纷纷展开热议,多家管理人针对费率机制革新、优化主动权益收费模式, 壮大权益类基金、提升市场活力,强化业绩比较基准的约束作用等方面进行了解读。也有基金公司表 示,下一步将根据相关要求,增加发行基于业绩比较基准的浮动管理费率主动权益基金,进一步强化业 绩比较基准的约束作用。探索优化主动权益类基金收费机制,强化与投资者利益绑定 5月7日,证监会正式发布《推动公募基金高质量发展行动方案》,明确提出优化基金运营模式、完善行 业考核评价制度、提升公募基金权益投资规模与占比等举措,为推动行业高质量发展提供了一揽子政策 措施,也为公募基金的后续工作指明了方向。 《每日经济新闻》记者注意到,行动方案提出的25条举措中,对主动权益类基金收费机制的探索受到基 金管理人和投资者的高度关注。 5月7日下午,中国证监会印发《推动公募基金高质量发展行动方案》(以下简称行动方案),聚焦投资者 回报与行业长期发展,落实新"国九条"要求,提出25条举措,标志着公募基金进入以回报为导向、高质 量转型的新阶段。 与国际成熟市场类似,目前我国主动权益类基金主要采用固定费率模式,按基金资产净值的一定比例收 取管理费。2023年 ...
易方达基金:以投资者为本,探索优化主动权益类基金收费机制,促进行业高质量发展
Xin Lang Ji Jin· 2025-05-08 01:13
Core Viewpoint - The "Action Plan for Promoting High-Quality Development of Public Funds" outlines policies aimed at reforming the public fund industry and enhancing its quality, focusing on optimizing fund operation models, improving industry assessment systems, increasing equity investment scale and proportion, and ensuring risk management [1][2]. Group 1: Fund Operation Model - The plan proposes establishing a floating fee rate mechanism linked to fund performance, enhancing the constraint of performance benchmarks, and creating a binding mechanism between fund company income and investor returns [1][2]. - The introduction of floating fee products is seen as a beneficial exploration of charging models, promoting a healthier industry development and aligning investor interests [2]. Group 2: Performance Benchmarking - The plan emphasizes strengthening the role of performance benchmarks by developing regulatory guidelines for their setting, modification, disclosure, and evaluation, which will guide industry institutions in selecting benchmarks rigorously [3]. - This will help ensure product style stability and assist investors in better evaluating fund performance [3]. Group 3: Industry Assessment and Investment Scale - The plan includes specific requirements for improving industry assessment systems, significantly increasing the scale and proportion of equity investments, and accelerating the establishment of top-tier investment institutions [4]. - Companies are encouraged to innovate and launch more floating fee products that are linked to fund performance and investor returns, promoting long-term holding [4]. Group 4: Compliance and Risk Management - Companies are expected to enhance compliance and risk management proactively, ensuring that all business operations run smoothly and securely [4]. - The focus will be on creating a virtuous cycle of "increased returns - inflow of funds - market stability" [3][4]. Group 5: Commitment to Investor Interests - Companies like E Fund are committed to prioritizing investor interests and promoting a financial culture that aligns with China's modernization goals, contributing to the stability of the capital market and high-quality economic development [5].