The first batch of Beijing Stock Exchange theme funds goes on sale today
Guangzhou Daily (all-media reporter Lin Xiaoli, trainee reporter Zhang Wenzhuo) The first batch of Beijing Stock Exchange theme funds were issued on November 19, which means that individual investors who do not have the threshold of 500,000 yuan in securities assets can also bypass the theme funds. Participated in investing in the Beijing Stock Exchange.
The reporter combed and found that the 8 products have a target of 500 million shares, and they all operate in a "two-year periodical opening" mode. More than 80% of the non-cash assets are invested in the stocks of the Beijing Stock Exchange.
These funds can participate in the strategic allotment of stocks listed on the Beijing Stock Exchange, and can also participate in the investment of the Beijing Stock Exchange through a variety of methods such as new creation, fixed increase, and secondary market trading.
Specifically, the 8 funds all began to subscribe on November 19, but the deadline for subscription is different.
The subscription period for the products of GF, Huitianfu, and Nanfang is longer, and it ends on December 2, while the subscription deadline for the Beijing Stock Exchange theme funds under Harvest, E Fund, China Asset Management, Dacheng, and Wanjia are all on November 25. day.
The investment scope of different funds is slightly different.
For example, E Fund's Beijing Stock Exchange theme fund, stock assets account for 60% to 100% of the fund's assets, of which southbound stocks do not exceed 20% of stock assets.
The Harvest Beijing Stock Exchange theme fund stipulates that the investment ratio of stocks that are invested in the target stock of Southbound Trading shall not exceed 50% of all stock assets.
In terms of investment philosophy, Wu Yuanyi, the proposed fund manager of the China Guangfa Beijing Stock Exchange, which will be selected for two years, introduced that the listed companies on the Beijing Stock Exchange are mainly innovative small and medium-sized enterprises and "specialized and new" enterprises.
For this product, he will adhere to the long-term investment philosophy, through in-depth analysis and grasp of the fundamentals of the company and the industry, bottom-up selection of high-quality listed companies with comprehensive comparative advantages and relatively underestimated value.
Harvest Fund adopts the "dual fund manager system", with Liu Jie and Li Tao jointly serving as fund managers.
However, judging from the closing performance on November 18, the stocks listed on the Beijing Stock Exchange were mixed. Only 5 stocks rose and 72 stocks fell on that day.
In this regard, some people in the industry have reminded that investors who use the theme fund to invest in the Beijing Stock Exchange still need to pay attention to the fact that the listed companies on the Beijing Stock Exchange are mainly small and medium-sized enterprises, which are different from those listed on the Shanghai and Shenzhen Stock Exchanges. In addition, investors must hold long-term The concept of investment and value investment should not be swayed by short-term market fluctuations.