三季度规模激增逾三成后，“招商中证白酒”限制大额申购

澎湃新闻2021-10-29

自11月2日起，该基金A类份额如单日单个基金账户单笔或累计申请金额超过10万元，该基金有权部分或全部拒绝；C类份额如单日单个基金账户单笔或累计申请金额超过5000元，该基金有权部分或全部拒绝。三季度规模激增逾三成后，招商中证白酒指数证券投资基金（简称“招商中证白酒”）这只国内规模最大的权益基金即将进一步限制大额申购金额！ 10月29日晚间，招商基金发布公告称，为保障基金的平稳运作，降低跟踪误差，...

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乐水4916
2021-10-30
乐水4916
好
Youn7276
2021-10-30
Youn7276
阅
- Visionaire91:
  Giid good
小虎小虎小小虎
2021-10-29
小虎小虎小小虎
666
- JamesKris:
  [微笑]
- 小虎小虎小小虎:
  666

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（含定期定额投资）和转换转入业务，如单日单个基金账户单笔或累计申请金额超过100万元，该基金有权部分或全部拒绝。\n一位基金业内人士对澎湃新闻记者表示，限购在规模较大基金里比较常见，是正常的市场行为，希望投资者树立长期投资观念，坚持价值投资，避免频繁申赎，以获得更好的投资体验。“基金经理的能力圈是不断扩大的，管理规模一下子翻几倍，会是比较大的考验。”\n虽然三季度业绩为-10.82%，但投资者对中证白酒的热情却有增无减。据招商中证白酒10月26日发布的第3季度报告，该基金截至三季度末的基金份额为708.45亿份，较二季度末469.9亿份增加5成以上，期间净申购份额达238.55亿份。\n产品规模方面，截至三季度末，招商中证白酒A/C份额期货基金合计资产净值为928.65亿元，较二季度末的697.62亿元增加231.33亿元，单季度增幅达33.16%；如果和2020年四季度末的485.26亿元相比较，该基金自去年底以来的规模增幅达到91.43%，接近翻番。\n据天相投顾统计数据，三季度末，招商中证白酒已超越“千亿顶流”张坤管理的易方达蓝筹精选，成为国内规模最大的权益基金，后者在三季度末的规模为898.89亿元，单季度缩水22%。\n据此，侯昊在管基金的规模也水涨船高，截至三季度末已突破一千亿元，达1144.68亿元。不过，侯昊目前在管的9只基金有8只为被动指数型基金、1只为增强指数型。\n而在管理主动权益基金的规模方面，张坤“公募一哥”的地位尚无人能撼动。\n截至三季度末，张坤在管4只主动管理基金的合计规模为1057.48亿元，险守千亿，较二季度末的1344.78亿元，蒸发了约287亿元，规模缩水超过两成。\n另一位“千亿顶流”景顺长城基金刘彦春三季度末在管规模也小幅缩水9.38%，至1029.15亿元。\n其实，据澎湃新闻记者了解，今年也有较为绩优的基金经理出于想“管好每一分钱”的理念，在获得了较多净申购、导致规模出现较快增长后，对在管基金实施限购。\n“基金限购加码是为了避免新资金涌入，影响老基金持有人的权益受到影响。”一位基金公司市场部人士称。\n基煜研究表示，因为业绩表现突出，绩优基金往往受到众多投资者的追捧，基金规模快速扩张。基金规模过快扩张会给基金产品投资带来流动性风险，也会对基金经理超额收益表现造成一定影响。基金公司可能出于以上考虑会对基金产品进行限购。\n“绩优产品的限购对投资者能够起到保护作用。每种投资策略容量都是有一定限度，保持合适的管理规模有利于投资策略持续发挥有效性，也有利于控制投资收益和风险，所以，一般来说，限购对投资者有积极意义。”基煜研究指出，从历史来看，市场上口碑较好的基金公司极少有通过短期排名来实现长期发展战略，也出过一些基金公司因为短期表现突出而昙花一现的现象。所以，投资者在选择基金公司时，不建议将个别产品的短期表现作为优选的主要目标，保持理性投资，综合考量基金公司的投研实力和业绩表现。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":857598789,"gmtCreate":1635546466771,"gmtModify":1635546466771,"author":{"id":"4094122258063610","authorId":"4094122258063610","authorIdStr":"4094122258063610","name":"乐水4916","avatar":"https://static.tigerbbs.com/6c78006dd2ac79fff91362461a45f01f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4094122258063610"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857598789","repostId":1165234064,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":857508561,"gmtCreate":1635544971747,"gmtModify":1635544980537,"author":{"id":"3577393549070429","authorId":"3577393549070429","authorIdStr":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429"},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857508561","repostId":1165234064,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6377745,"gmtCreate":1635545691375,"gmtModify":1635545691476,"authorId":3575064919547722,"author":{"id":3575064919547722,"authorId":3575064919547722,"name":"Visionaire91","avatar":"https://static.tigerbbs.com/59415b21e30304def0b99d0d4d41259e","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":857508561,"type":1,"supId":0,"prevId":0,"content":"Giid 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