Some fund companies receive the "solid income+" window to guide related product equity asset investment to the upper limit of not more than 30%

On the afternoon of August 16th, the reporter of "Daily Economic News" guided the latest window of the market for "solidaries+" funds to verify from multiple public fund companies. Individual fund companies have received it, but there are still many public funds saying that they have not received To related guidance.

According to the introduction of the company, the window guidance aims to limit the proportion of equity asset investment in the rights and interests involving "solid income+" in the name of "solidarity+". It is required that within 30%, it cannot be promoted by it.

It is understood that currently there are public offering agencies that have more than 30%of its equity investment in the equity of parts of the rights and bonds. However, relevant persons said that the new and old breaks or unrealistic, or further clarifying the "solid income+" publicity in the places that need to be promoted in the future.

The proportion of equity assets is clear

On August 16th, some media reports on the news guidance of the latest window guidance of "solidaries+" funds on many public fund companies. The upper limit of asset investment shall not exceed 30%.

"Daily Economic News" reporters on the day of relevant reports on relevant reports on the relevant reports of public fund agencies in Beijing and South China. They learned that individual fund companies have indeed received relevant requirements, but some fund companies have said that they have not received relevant window guidance for the time being.

According to the feedback from public fund -funded funds who have learned the contents of the window, among the current products of some fund companies, among some fund companies, among the "solid income+" names, some equity assets have actually exceeded 30%. However, in fact, the concept of "solidarity+" is not specified in relevant regulations, and the professional wording of the industry has not regarded "solidarity+" as a blend of debt -based and right -containing debt -based debt. Essence

A public fund company related persons said in WeChat on August 16 that in fact, for fund companies, the concept of "solidarity+" is very broad, and it is still distinguished according to the proportion of authority. "But at the marketing level, it is indeed risky in general. This is a good thing for ordinary investors."

In fact, the so -called "solidaries+" product recommendations and diversified marketing methods have been seen from the newspaper since last year. As a steady financial management strategy that can be retired and retreated, such products were mostly accepted by market investors at that time. The reporter also found in the contracts of many products that it stipulates that the investment proportion of stocks, convertible bonds and other equity assets is less than 30%. The products are promoted by the "solid income+" fund.

It should be noted that the so -called "solid income+" fund actually focuses on highlighting stable financial management and pursuing absolute returns based on this. Its risk characteristics of stable financial management. Some people in the investment community have made it clear that the restrictions on the ratio of 30%of the equity allocation of such products began at least one month ago.

New and old breaking or non -rigid scheme

In order to cope with the adjustment of the window guidance, some fund companies have made it clear that they will not adjust the investment portfolio on the product that have been promoted, but instead of promoting publicity in the name of "solidarity+" in the later period.

"Although we have not received the official caliber, we just learned the content of the window guidance from the same industry. Although the general understanding will follow up in a new and old way, it will not actually do this. Marketing caliber. "Relevant persons from public fund companies told the" Daily Economic News "reporter on August 16 that they would not make the previous product adjustment investment ratio based on the existing window guidance based on the existing window. However, it needs to be modified in the propaganda caliber.

Another public fund company also expressed a similar point of view, "It is not realistic if it has been released if it is released, but the new promotion content will not be promoted by 'solid income+' in the future." The company said that the regulatory authorities may also pay attention to the market's tendency to be abused by the market's "solid income+", and the dead sheep's complement is also prevented.

It can be seen that from the perspective of starting point, the logic of supervision is to protect investors, but it should be pointed out that the protection process of investors is also the process of the cultivation of investors' risk awareness. In fact, the so -called "solid income+" fund is this year this year In fact, a large retreat occurred at the beginning. In addition to the assets of equity assets, the valuation shrinkage affects the net value of the assets, and the high position of its equity assets is also a key factor that leads to the anti -bonding equity assets of bond returns.

According to the relevant persons of the fund companies interviewed, the institutions have cooperated with the current secondary bond base and even pure debt funds to continue to optimize and adjust the supervision. "The latest news we receive is that convertible bonds are calculated, and newly reported pure debt products cannot exceed 20%." It can be seen that the regulatory authorities are constantly Optimize and supervise.

In general, the investment scope of the "solidaries+" funds and the supervision and guidance of the propaganda caliber is to make the "solid income+" fund return to the original risk income characteristics, which highlights its stability, improves investors, and improves investors Properity matching, better meet the needs of ordinary investors in diversified financial management tools.

Daily Economic News

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