西藏东财北证50成份指数型发起式证券投资基金

Search documents
公告速递:东财北证50指数发起式基金暂停大额申购业务
Sou Hu Cai Jing· 2025-08-19 01:52
| 分级基金简称 代码 | | 是否暂停(大额)申购 | 申购限额 转入限额 定投限额 | | | --- | --- | --- | --- | --- | | | | (转入转出、赎回、定投) | (元) (元) | (元) | | 东财北证50 指数发起式A | 020828 | 를 | | | | 东财北证50 指数发起式C | 020829 | 를 | | | 证券之星消息,8月19日西藏东财基金管理有限公司发布《西藏东财北证50成份指数型发起式证券投资 基金暂停大额申购(含转换转入、定期定额投资)业务的公告》。公告中提示,为保障基金的平稳运 作,维护基金份额持有人利益,自2025年8月19日起西藏东财北证50成份指数型发起式证券投资基金暂 停大额申购(含转换转入、定期定额投资)业务,申购、转换转入上限金额为10.0万元,下属分级基金 调整明细如下: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 ...
公募基金对北交所关注度持续提升,控规模部分基金调整申赎方案
Xin Jing Bao· 2025-05-21 13:03
Group 1 - The Beijing Stock Exchange (BSE) is experiencing a strong market performance, with the BSE 50 Index surpassing the 1500-point mark, indicating a significant upward trend [1] - Institutional investors are increasingly attracted to the BSE due to its unique market position and the scarcity of listed companies, leading to a rise in public fund allocations [1] - In the first quarter, 72 funds included BSE companies in their top ten holdings, with a notable increase in both the number and scale of funds focusing on the BSE market [2] Group 2 - The total scale of BSE-themed funds has exceeded 13 billion yuan, with both active and passive funds showing a preference for companies with low valuations and strong growth potential [2] - The BSE 50 Index fund reached a scale of 9.26 billion yuan, increasing by 1.48 billion yuan from the previous quarter [2] - Several BSE-themed funds have adjusted their subscription and redemption plans to manage scale and mitigate risks associated with heavy stock positions [4] Group 3 - New BSE-themed funds are still being launched, allowing ordinary investors to participate in BSE investments, with the Dachen BSE 50 Index fund set to be issued from May 19 to May 23 [5] - The Dachen fund aims to replicate the index with a management fee of 0.5% and a custody fee of 0.1% [5]
多只北证50指数基金,限购!
Zhong Guo Ji Jin Bao· 2025-05-14 09:47
Core Viewpoint - The recent resurgence of the Beijing Stock Exchange (BSE) has led several fund companies to implement large purchase restrictions on their North China 50 Index funds to manage investor demand [1][2]. Fund Purchase Restrictions - On May 14, Xizang Dongcai Fund announced that its North China 50 Index fund would limit daily purchases, conversions, and regular investment amounts to a maximum of 200,000 yuan per account [2][4]. - The fund's total share limit is set at 500 million shares, effective from November 6, 2024, with a "proportional confirmation" principle for controlling total scale [6]. Fund Performance - As of the end of Q1 this year, the total scale of the Xizang Dongcai North China 50 Index fund was 782 million yuan, with 473 million shares outstanding [7]. - The North China 50 Index has seen a year-to-date increase of nearly 37%, with a rebound of approximately 15% since April 7 [9]. - Among the North China-themed funds, 11 funds have reported net value growth rates exceeding 25%, with six products achieving returns over 38% [9]. Market Outlook - Analysts express a cautiously optimistic view on the long-term investment value of many companies within the BSE, suggesting a proactive approach to positioning in the current market environment [10]. - There is a recommendation to be cautious of potential valuation fluctuations in the BSE, advocating for low-valuation configurations to mitigate risks and secure some profits [11].