A系列指数基金
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A系列指数,投资价值如何?|投资小知识
银行螺丝钉· 2026-01-07 14:00
Group 1 - The core viewpoint of the article emphasizes the growth of the A-series index, which has become the largest strategy index category with a scale exceeding 2000-3000 billion by the end of 2025 [2][4] - The A-series index includes three main indices: A50, A100, and A500, which represent different market capitalizations: A50 for large-cap stocks, A100 for large and mid-cap stocks, and A500 for large, mid, and small-cap stocks [3][4] - The A500 index is unique as it was launched after the index fund, contrary to the usual practice of launching the index first [4] Group 2 - From April to May 2025, the A-series indices were undervalued for an extended period, but after May 2025, the market saw an increase, bringing these indices back to normal valuations [3] - Among the A-series indices, the A500, which includes small-cap stocks, showed the strongest performance, followed by A100 and A50 [3] - The A-series index funds have been included in personal pension accounts, highlighting their significance despite being newly established compared to older funds [5] Group 3 - The investment strategy suggested involves using the A-series index as a representative of growth style, paired with value style representatives like dividend or free cash flow indices [5] - The classic strategy of combining growth and value can be achieved by using A50 alongside a low-volatility dividend fund in personal pension accounts [5] - It is advised to consider investments in these indices primarily when they are undervalued [6]