E Fund Fund continues to deploy index products to meet the changing investment needs of investors. On July 22, 2022, E Fund CSI 1000 Index ETF (Subscription Code: 159633) will be officially launched
As Warren Buffett said, “By investing in index funds, an amateur investor who knows nothing can often beat most professional investors.” And how should investors choose from the many homogeneous products that suit their own investment? Demand and quality index funds?
As one of the few public fund companies in the industry with a management scale of over one trillion yuan, E Fund has been deeply involved in the field of index investment for 18 years. It has rich management experience, a mature investment research team, and self-developed indexes that have been running for more than 10 years. Investment management platform. The refined management of products keeps the deviation and tracking error at a low level among similar products in the industry.
With the support of strong investment and research strength, E Fund Fund already has a relatively comprehensive index product line, covering broad-based, cross-border, technology, pharmaceutical and other thematic funds. The company’s number of index funds, management scale and other aspects are in the forefront of similar companies.
E Fund Fund continues to select indexes with professional vision and actively participates in the innovation of various ETF products. It is reported that the company’s ETF funds have set a number of firsts in the industry. For example, in 2006, the first ETF of Shenzhen Stock Exchange, E Fund Shenzhen Securities 100ETF, was issued; in 2011, the first ChiNext ETF in the market—E Fund ChiNext ETF was issued; in 2012, the first cross-border ETF tracking the Hang Seng China Enterprises Index was established— — E Fund Hang Seng H-Share ETF.
At the same time, E Fund Fund is constantly issuing new ETF funds to meet the changing investment needs of investors. On July 11, the company released the E Fund CSI 1000 Trading Open Index Securities Investment Fund (hereinafter referred to as E Fund CSI 1000 Index ETF) prospectus and Fund Contract. According to the announcement, the fund’s assets invested in the CSI 1000 Index constituent stocks and alternative constituent stocks shall not be less than 80% of the non-cash assets, and shall not be less than 90% of the fund’s net asset value. The issue date is July 22, 2022. Until July 29, 2022.
Since the beginning of this year, index funds, as a high-quality passive investment tool, have attracted the attention of ordinary investors.
The reporter of “Investment Times” noticed that E Fund Fund is an early fund company in the industry that has laid out the field of index investment. After more than ten years of deep cultivation, the company’s index funds fully cover domestic A shares and bonds, Hong Kong stocks, US stocks and other QDII index funds, providing diversified choices for investors with different risk preferences.
Wind data shows that as of July 8, the company has 89 index funds (excluding bond index funds and enhanced index funds), with a total management scale of over 200 billion yuan, including 50 ETF products, with a total management scale more than 150 billion yuan. Whether it is the number of products or the scale of management, it is in the forefront of the industry.
In the field of index investment, ETF products are gradually being recognized by investors. As a leader in the field of index investment, E Fund has continuously enriched its index product categories, providing investors with one-stop choices, and has continued to innovate its layout in the ETF line.
At present, the company’s ETF products cover A-shares, US stocks, Hong Kong stocks, Japanese stocks and other markets, covering broad bases, industry themes and other categories, involving stocks, commodities and other assets. Among them, E Fund Growth Enterprise Market ETF, E Fund SSE Science and Technology Innovation Board ETF and other products are favored by investors, and the scale has reached the “10 billion threshold”.
In addition, E Fund has also participated in major innovations in ETFs ranging from single market to cross-market and cross-border. A suitable configuration tool can be found.
In addition, the “Investment Times” reporter learned that the ETF management fee of E Fund Fund is low, and some ETF management fee is only 0.15%, which is lower than the industry average. Lower cost is expected to allow investors to obtain more income. At the same time, the company is good at obtaining long-term and stable excess returns for investors through refined management and strict control of tracking errors and deviations.
Another drop in the index product line
Bill Gross once said, “We can find a bull market in one place at any time.”
Recently, the China Financial Futures Exchange issued the “China Securities 1000 Stock Index Futures and Stock Index Option Contracts and Related Rules Draft”. It is understood that the CSI 1000 Index is composed of 1,000 stocks with relatively small scale and relatively good liquidity after excluding the CSI 800 Index constituent stocks from all A-shares. The market value of the index constituent stocks is mostly below 20 billion yuan. The industry distribution of the index is very balanced, and the index constituents cover new economic fields such as power equipment, biomedicine, and electronics.
Faced with such a large number of stocks of small-cap listed companies involving various industries, it is not easy for ordinary investors to participate in them. At this time, indexed products that meet their own investment needs become the first choice for allocation.
On July 11, E Fund Fund announced that its E Fund CSI 1000 Index ETF (subscription code: 159633) will be officially launched on July 22, 2022, and the proposed fund manager of the fund is Liu Shurong.
The “Fund Contract” shows that the investment strategy of the fund’s stocks (including depositary receipts) mainly adopts the complete replication method, that is, the fund’s stock investment portfolio is constructed completely according to the composition of the constituent stocks of the underlying index and their weights, and based on the constituent stocks of the underlying index and their weights changes are adjusted accordingly.
The “Investment Times” reporter also found that E Fund’s layout of the new fund is by no means aimless. According to Fan Yue, vice president of E Fund Fund, the company closely focuses on the national strategy and industrial structure upgrade to develop and deploy ETF products, aiming to guide investors to pay attention to the track with long-term investment value and enjoy the dividends of the development of the times.
Talking about the follow-up development ideas, Fan Yue said that the company will explore the following three aspects in the future: first, continue to optimize the product layout and provide investors with a full range of index products; second, on the basis of stable operation Continue to strengthen refined management; third, set up a professional solution team to popularize and popularize the concept of indexed investment.
Over ten years of experience in index investment research
With the increasing variety and quantity of indexes, index investment has also become a “strife” for public fund companies, and the strength of fund companies’ index investment research has been paid more and more attention.
According to the reporter of “Investment Times”, the index investment research team of E Fund Fund has more than 20 members, all of whom graduated from well-known universities at home and abroad, and have diversified compound education backgrounds and rich working experience in large financial institutions at home and abroad; investment personnel With an average working experience of more than 10 years, it is one of the largest index investment teams in the industry.
In 2012, E Fund Fund independently developed an index investment management system platform covering the whole process of investment research business – “E Fund Index Investment Management Platform”. The platform systematically integrates the functions of position analysis, order management, research analysis, real-time risk control, etc., helping the index investment research team to efficiently complete highly refined large-scale operation management, and providing a solid backing for the high-quality operation and management of its index funds.
In addition, as one of the first fund managers to carry out ETF business in China, E Fund has established a special index research department from the perspective of professional division of labor. While conducting basic research on indices, the team also studies and tracks national industrial policies, index investment strategy models, and studies markets and products to truly understand changes in investor demand.
While consolidating the ability of index investment and research, E Fund also embeds responsible investment in its genes. In 2017, the company took the lead in joining the United Nations Principles for Responsible Investment (PRI) to incorporate ESG green investment into investment analysis and decision-making processes. After several years of responsible investment practice and accumulation, the company has formed a green financial responsible investment framework under the unified leadership of the ESG Management Committee, covering the pre-investment evaluation system, the mid-investment data platform and post-investment product innovation.Return to Sohu, see more