金鹰中证港股通高股息投资指数基金
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金鹰中证港股通高股息投资指数基金正在发行中
Zhong Guo Jing Ji Wang· 2025-12-02 07:21
Core Viewpoint - In a low-interest-rate and volatile market environment, investors are seeking high-quality assets that offer both defensive characteristics and yield, with high-dividend assets becoming a preferred choice for capital preservation and appreciation [1][3]. Group 1: Fund Overview - The Jin Ying CSI Hong Kong Stock Connect High Dividend Investment Index Fund is currently being issued, providing an efficient investment tool for investors to access high-dividend assets in the Hong Kong stock market [1]. - The fund's performance benchmark is composed of 95% of the CSI Hong Kong Stock Connect High Dividend Investment Index return (using valuation exchange rates) and 5% of the after-tax bank time deposit rate, aiming to minimize tracking deviation and error [1][2]. Group 2: Index Composition and Performance - The CSI Hong Kong Stock Connect High Dividend Investment Index selects 30 highly liquid, consistently dividend-paying stocks from companies eligible for the Hong Kong Stock Connect, weighted by dividend yield to reflect the overall performance of high-dividend stocks [2]. - The index has shown a historical return of 24.76% over the past year, significantly outperforming the A-share CSI Dividend Index, indicating strong performance and resilience in various market conditions [2]. Group 3: Investment Strategy and Management - The fund employs a dual fund manager system, with the proposed managers being Sun Qianqian, Deputy General Manager of the Absolute Return Investment Department, and Li Heng, Fund Manager of the Equity Investment Department at Jin Ying Fund, aiming to provide a positive investment experience for investors [2]. - The focus on dividend assets remains a key direction for capital in the context of market uncertainty, highlighting the long-term value of such investments [3].