【导读】多只 " 固收 +" 、 FOF 产品细化业绩比较基准 中国基金报记者 曹雯璟 比如摩根盈元稳健三个月持有的业绩比较基准设定为中证纯债债券型基金指数收益率 *80%+ 中证偏股型基金指数收益率 *5%+MSCI 世界指数收益率（使用估值汇率折算） *5%+ 上海 黄金交易所 AU99.99 现货实盘合约收益率 *5%+ 活期存款利率（税后） *5% 永赢元盈稳健多资产 90 天持有的业绩比较基准设定为中债 - 综合指数（全价）收益率 *70%+ 沪深 300 指数收益率 *10%+ 标普 500 指数收益率（经汇率调整） *5%+ 恒生指 数收益率（经汇率调整后） *5%+ 上海黄金交易所 Au99.99 现货实盘合约收盘价收益率 *5%+ 银行活期存款利率（税后） *5% 8 月以来，新成立的多只 " 固收 +" 基金业绩比较基准也涵盖了债券、 A 股、港股、存款等 多类资产。比如工银稳健添益的业绩比较基准设定为 中债 - 综合财富（总值）指数收益率 *84%+ 沪深 300 指数收益率 *10%+ 金融机构人民币活期存款利率（税后） *5%+ 中证港 股通综合指数（人民币）收益率 *1% 。 此外 ...

- The total number of quantitative funds in the market reached 604 by the end of Q2 2025, with an increase of 53 funds compared to Q1 2025. The total fund size amounted to 2854.39 billion yuan, marking a quarter-on-quarter growth of 144.46 billion yuan, or 5.33%[159] - Quantitative funds are categorized into active funds, index-enhanced funds, and hedging funds. Active funds accounted for 894.30 billion yuan, with a quarter-on-quarter growth rate of 8.48%. Index-enhanced funds reached 1908.69 billion yuan, growing by 4.29% quarter-on-quarter. Hedging funds totaled 51.39 billion yuan, showing a decline of 7.15% quarter-on-quarter[160][159] - Among active quantitative funds, the top fund by size was "招商量化精选A" (49.01 billion yuan), followed by "国金量化多因子" (43.40 billion yuan) and "信诚多策略" (34.41 billion yuan). The top 10 funds collectively accounted for 56.05% of the market[164][165] - Active quantitative funds tracking broad-based indices showed strong performance in Q2 2025. For example, "诺安多策略" achieved an excess return of 19.58% and "汇安多策略A" delivered an excess return of 14.67%[166] - Industry-themed active quantitative funds also performed well, with "东吴智慧医疗量化策略A" achieving an excess return of 20.77% and "浙商大数据智选消费A" delivering an excess return of 14.57%[169] - Smart-beta active quantitative funds tracking indices like 中证红利 and 中证国企红利 showed notable excess returns, with "富国中证红利指数增强A" achieving an excess return of 3.94%[179] - Index-enhanced funds reached a total size of 1908.69 billion yuan by the end of Q2 2025. The largest fund was "易方达上证50增强A" with a size of 183.15 billion yuan[172][175] - Among index-enhanced funds, broad-based funds tracking indices like 中证A500 and 国证2000 showed strong excess returns, with "银华中证全指医药卫生增强" achieving an excess return of 4.04%[176] - Hedging quantitative funds totaled 51.39 billion yuan by the end of Q2 2025. The largest fund was "汇添富绝对收益策略A" with a size of 28.00 billion yuan[180][181] - Absolute return rankings for hedging funds in Q2 2025 showed "中邮绝对收益策略" leading with a return of 2.70%, followed by "富国量化对冲策略三个月A" with a return of 2.65%[184] - In Q2 2025, 58 new quantitative funds were established, including 50 index-enhanced funds. The total issuance size was 241.15 billion yuan, marking an increase of 57.95 billion yuan compared to the previous quarter[185]