Workflow
鹏华普天债券基金
icon
Search documents
降费、优化基金业绩比较基准,公募“深改”进行时
21世纪经济报道记者 易妍君 广州报道 公募基金行业高质量发展的序幕已然开启。 近日,证监会印发《推动公募基金高质量发展行动方案》(以下简称"方案"),针对行业"症结",围绕 基金运营模式、行业考核考评制度、行业长效机制建设等关键环节提出25项政策举措,为公募基金行业 勾勒出全面改革的"路线图"。 《21世纪经济报道》记者注意到,《方案》中有关基金业绩比较基准的约束作用、浮动管理费收取机 制、基金公司绩效考核机制、行业薪酬管理等内容,引发了行业内的广泛讨论。机构认为,这些改革举 措将对公募基金的产品布局、战略路径,甚至是投资行为带来深远影响。 在此背景下,公募基金"火速"行动。5月9日,浦银安盛基金公告称,将对旗下部分基金产品的业绩比较 基准进行变更,这也是《方案》发布后首批变更业绩比较基准的公募基金产品。同时,自4月以来,已 有超过20只基金启动降费,以债券基金为主。 5月13日,鹏华基金变更了鹏华普天债券基金的业绩比较基准,以"更好地反映基金的风险收益特征,科 学合理地评价基金的业绩表现。" 此外,近期,多家大中型基金公司表示,近期将上报新型浮动费率主动权益类基金,此次上报产品主要 与业绩比较基准挂钩。 ...
“固收+”基金年内规模显著增长;两只公募REITs有新动态
Mei Ri Jing Ji Xin Wen· 2025-05-13 07:58
Group 1 - Several fund companies have announced the suspension of large subscriptions for dividend-themed funds to ensure stable operation and protect the interests of fund shareholders, with limits set at 500,000 yuan and 10 million yuan for different funds [1] - The total scale of dividend funds reached 251.37 billion yuan by the end of the first quarter, an increase of approximately 27 billion yuan compared to the end of the previous quarter, marking a new high [1] Group 2 - The total scale of the first batch of Hang Seng Technology ETFs has grown to 75.563 billion yuan, a significant increase of 14.15 times from its initial scale of 4.989 billion yuan [2] - This batch of ETFs was launched in May 2021 by six public funds, marking their fourth anniversary as of May 12 [2] Group 3 - The number of "fixed income plus" funds has exceeded 1,700, with an overall product scale increasing by over 140 billion yuan since the end of last year [3] - Some "fixed income plus" funds have shown outstanding performance this year, with annual returns exceeding 10% [3] Group 4 - More than 30 funds have changed their performance comparison benchmarks this year, following the regulatory push to strengthen the constraints on performance benchmarks [4] - The China Securities Regulatory Commission has linked performance benchmarks to the income of fund companies and the compensation of fund managers [4] Group 5 - The CICC Vipshop Outlets REIT has been accepted for review, with the underlying assets expected to include outlet projects in Nanchang, Ningbo, and Taiyuan [5] - CICC has also submitted a request for fund registration change for the CICC Xiamen Housing REIT, which has been accepted, indicating an acceleration in its expansion process [5] Group 6 - Wan Minyuan has reduced its holdings in Sunshine Nuohong, with the latest data showing a holding of 2.5 million shares, representing 2.23% of the company [6] - The fund "Rongtong Health Industry Mixed" has decreased its holdings in Sunshine Nuohong by 108,000 shares after the first quarter [7] Group 7 - On May 13, the market experienced a high open but low close, with the Shanghai Composite Index rising by 0.17% and the Shenzhen Component Index and ChiNext Index both declining slightly [8] - The total trading volume in the Shanghai and Shenzhen markets was 1.29 trillion yuan, a decrease of 16.9 billion yuan compared to the previous trading day [8]
年内30余只基金变更业绩比较基准
news flash· 2025-05-13 02:14
鹏华普天债券基金公告称,决定自2025年5月13日起,调整基金的业绩比较基准,原约定的业绩比较基 准"中证综合债指数收益率",现拟变更为"中债综合全价(1年以下)指数收益率"。数据显示,今年以来, 已有30余只基金变更业绩比较基准。近期,证监会发布《推动公募基金高质量发展行动方案》,强化了 业绩比较基准的约束作用,将业绩比较基准与基金公司的收入和基金经理的薪酬考核挂钩。(人民财讯) ...