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沪指3600点之际公募新动作:绩优基金密集限购VS机构自购潮涌
经济观察报· 2025-08-12 11:05
公募基金市场近期显现两大动向:一方面,不少绩优主动权益 类基金密集限购,另一方面,公募机构"真金白银"掀起自购热 潮。 作者:陈姗 封图:图虫创意 此前,中欧基金旗下中欧数字经济混合于8月6日起暂停100万元以上大额申购;5月19日,价值老 将蓝小康管理的两只产品中欧价值回报混合和红利优享混合的单日申购上限也设置为200万元。 随着A股市场回暖,上证指数站稳3600点并创年内新高,公募基金市场近期显现两大动向:一方 面,不少绩优主动权益类基金密集限购,另一方面,公募机构"真金白银"掀起自购热潮。 据经济观察报初步统计,截至8月11日,下半年以来,已有上百只主动权益基金发布了暂停申购或 暂停大额申购的公告,其中不少为上半年业绩表现亮眼、规模增长明显的产品。 对于上述基金产品限购,中欧基金均表示,是为了进一步保证基金产品的稳定运作,保护基金份额 持有人利益。 同时,公募机构密集出手强化市场信心。南方基金、工银瑞信基金、泰康基金、方正富邦基金等多 家公募机构大手笔自购力挺A股后市。其中,南方基金拟豪掷2.3亿元固有资金于近期陆续投资旗 下权益基金,并承诺持有1年以上。 记者注意到,上述进行限购的基金今年以来业绩表现 ...
知名基金经理官宣:“限购”!
Sou Hu Cai Jing· 2025-08-09 09:33
Group 1 - The core viewpoint of the articles is that several funds managed by China Universal Asset Management have announced purchase limits to ensure stable operations and protect the interests of fund holders [1][2][9] - China Universal Medical Innovation Fund, managed by Guo Lan, will limit single account purchases to 100,000 yuan starting August 11 [3][4] - The China Universal Science and Technology Theme Fund, managed by Shao Jie, will also impose a limit on large purchases over 1 million yuan from August 11 [6][7] Group 2 - As of the end of Q2, the China Universal Medical Innovation Fund had a scale of 8.114 billion yuan, reflecting a nearly 20% increase year-on-year, with a one-year return of 80.12%, ranking in the top 2 of its category [4][5] - The fund manager, Guo Lan, maintains a positive outlook on the innovative drug sector, citing increasing global competitiveness of domestic companies and supportive domestic policies [5] - The China Universal Science and Technology Theme Fund has a one-year return of 84.33%, also ranking in the top 2 of its category, benefiting from the explosive growth in the technology sector [7][8] Group 3 - The recent trend of fund purchase limits is seen across the industry, with approximately 50 actively managed equity funds announcing similar restrictions since July [10][11] - The rationale behind these limits is to control fund size, maintain investment strategy effectiveness, and protect existing investors from potential losses due to market volatility [10][11] - Fund managers are increasingly focusing on stable growth and the long-term profitability of their products rather than short-term performance spikes [11]