The other 5 favored market shocks guaranteed fund only wait for the issue-残清1864

The other 5 favored market shocks guaranteed fund only wait for issue / reporter Zhao Mingchao, editor of Yu Yong from the beginning of last year’s market stepped down, since the beginning of the year has opened third rapid decline, many investors suffered heavy losses, but also have a new understanding of the market risk, in this case, the capital preservation fund sought after by investors, fund companies also homeopathic hot. Statistics show that the capital preservation fund set up in the year up to 18, and another 5 wait for release. It is worth noting that, in the new capital preservation fund, the introduction of fuse products into the fund trigger mechanism, when the income reached 15%, you can end the guarantee cycle ahead of time, lock in earnings. Statistics show that, in the stock market continued to fall, the capital preservation fund favored by investors. In the new fund issued during the year, the capital preservation fund became the main force. As of February 23rd, there have been 18 preservation fund intensive issue, not only a large fund company yifangda South and Huaan over billions scale, Ping An UOB, industrial and other fund companies have also issued. From the momentum preservation fund situation, investment security guaranteed yuan will begin to raise 24, GF Xin preservation and Tian Hong with guaranteed stability will begin to raise 25, huitianfu Ying Xin preservation will begin to raise 26. Compared to the first quarter of last year, only the financial capital preservation and Fu Wangcai Rong’an two preservation preservation fund, this year it is rapid growth. From the size of the issue, the year has established 18 guaranteed fund, the first valid subscription amount of more than 57 billion yuan, the average size of more than 3 billion yuan. Which yifangda guaranteed 1st is the first fund products issued in January 11th 2016 efund, single day subscription scale of 4 billion 634 million yuan, a record 3 year preservation fund issued the first raised a new record scale, "day sold out" phenomenon. Noam fund in recent two months of intensive release 4 of this type of insurance products, including safety and safety guaranteed Anxin Nobel Yixing guaranteed Amway, An Jingxin Nobel Connaught Xin preservation preservation, Nobel, after the first two scale reached 49.71 and 4 billion 955 million yuan. Compared with the average raising fund size of partial and hybrid funds in the year, the capital preservation fund is a big Mac fund. Data show that in the year of the establishment of fifty or sixty partial stock funds and hybrid funds, in addition to a Shanghai and Hong Kong through the mixed fund to raise more than 1 billion yuan, most of the only two hundred million or three hundred million yuan, just reached the lower limit of the scale of recruitment. Compared with the capital preservation fund issued in the bull market in the first quarter of last year, only 900 million shares of the two guaranteed funds were subscribed in the same period last year. In the new capital preservation fund, some of the funds have introduced the fuse mechanism innovatively. When the fund reaches a certain profit, it can end the guarantee cycle earlier and lock the investment income earlier. The joint venture capital guarantee fund contract shows that the fund is guaranteed for two years. Investors can enjoy the principal guarantee when they hold the maturity. The principal amount includes the subscription amount, subscription fee and interest during the collection period. Compared with other capital preservation funds, the fund also introduced a trigger mechanism, in the fund share cumulative net growth rate of 10 consecutive days to reach or exceed 15%, the fund can end the guarantee cycle early, so investors

市场震荡保本基金受宠 另5只等待发行   ⊙记者 赵明超 ○编辑 于勇   从去年年中开始的市场阶梯式下跌,至今年初开启了第三次迅猛下跌,让不少投资者损失惨重,也对市场风险有了新认识,在此情况下,保本基金受到投资者追捧,基金公司也顺势热推。统计数据显示,年内成立的保本基金多达18只,另有5只等待发行。值得注意的是,在新发保本基金中,有基金产品引入熔断触发机制,当收益达到15%时可以提前结束保本周期,锁定收益。   统计数据显示,在股市连续下跌的情况下,保本基金受到投资者青睐。在年内新发的基金中,保本基金成了主力军。截至2月23日,已经有18只保本基金密集发行,不仅有易方达、南方及华安等超千亿规模的大型基金公司,平安大华、兴业等基金公司也纷纷发行。从待发保本基金情况看,招商安元保本将于24日开始募集,广发稳鑫保本和天弘安享保本将于25日开始募集,汇添富盈鑫保本将于26开始募集。相对于去年一季度,仅有中融融安保本和华富旺财保本两只保本基金,今年可谓是迅猛增长。   从发行规模看,年内已经成立的18只保本基金,首发有效认购金额超过570亿元,平均规模超过30亿元。其中易方达保本一号是2016年易方达基金发行的第一只基金产品,1月11日单日认购规模46.34亿元,创下3年多来保本基金发行首日募集规模新纪录,出现“一日售罄”现象。诺安基金最近两个月来密集发布4只保本类型产品,包括诺安利鑫保本、诺安景鑫保本、诺安安鑫保本和诺安益鑫保本等,后两只本期首发规模分别达到49.71和49.55亿元。   相对于年内偏股型基金和混合型基金平均募集规模,保本基金可谓巨无霸基金。数据显示,年内成立的五六十只偏股型基金和混合型基金中,除了一只沪港通混合基金募集规模超过10亿元外,大部分仅有两三亿元,刚刚达到募集规模的下限。而如果同去年一季度的牛市中发行的保本基金相比,去年同期两只保本基金合计认购仅有9亿份。   在新发的保本基金中,部分基金创新地引入了熔断机制,当基金份额达到一定收益后,就可以提前结束保本周期,更早地锁定投资收益。国联安安稳保本基金合同显示,该基金保本期为两年,投资者持有到期能够享受本金保障,其本金包括了认购金额、认购费以及募集期利息。同其他保本基金相比,该基金还引入了触发机制,在基金份额累计净值增长率连续10个工作日达到或超过15%时,该基金可以提前结束保本周期,这样投资者可以更早锁定投资收益。此外,该基金还引入北京首创融资担保有限公司作为保证人,合同约定的差额不足部分将由担保公司负责,使得投资人的权益有了进一步保障。诺安安鑫保本也聘请中国投融资担保公司进行本金全额担保。   从新发保本基金投资标的看,大多规定在股票、股指期货等风险资产上的投资比例将不超过基金资产的40%,而在债券、货币市场工具等稳健资产上的投资将不低于基金资产的60%。在业内人士看来,一方面,60%的稳健资产比例的规定有助于更好的保障基金资产的安全,而一定比例的风险资产的投资则有机会为投资者带来更高收益。从投资策略看,以上述国联安安稳保本基金为例,不仅采用了传统的固定比例组合保险(CPPI)策略,同时还采用了时间不变性投资组合保险(TIPP)策略,前者可以使得基金在不低于事先设定的目标值的情形下,将一定资金投资于风险资产以获取更高收益,后者则可以提高价值底线,更好地保障已经实现的收益。THE_END 进入【新浪财经股吧】讨论相关的主题文章: