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迷你基金加速清盘

2017-08-25 07:07:16   中国经济网

受监管压力、成本核算及营销压力等原因,近期不少迷你基金选择了清盘。

月内清盘基金多达11只

统计数据显示,截至8月22日,本月清盘的公募基金产品多达11只,其中不乏国泰、建信、海富通等大中型基金公司,部分公告将清盘的基金产品成立刚刚三个月。

今年5月19日正式成立的新华鑫裕灵活配置混合基金,8月17日发布基金合同终止及基金财产清算公告。公告显示,截至8月16日,基金已出现连续60个工作日基金资产净值低于5000万元的情形,已触发基金合同中约定的终止条款,将依据基金财产清算程序进行财产清算并终止。自8月18日起,基金管理人组织基金财产清算小组并在中国证监会的监督下进行基金清算,不再办理申购、赎回业务,并停止收取基金管理费、基金托管费。

根据基金合同,基金清算费用由基金财产清算小组优先从基金财产中支付,部分基金表示将由基金管理人代付。新华鑫裕、国泰创利等基金在公告中表示:“考虑到本基金清算的实际情况,从保护基金份额持有人利益的角度出发,本基金的清算费用将由基金管理人代为支付。”

从最近几个月的情况看,基金清盘情况呈现加速状态。济安金信基金评价中心数据显示,2014年到2016年,每年清盘数量分别为4只、30只、18只,但今年上半年已有18只基金清盘。下半年以来,进入清算程序或已清盘的基金数量已经高达20只。

多原因加速基金清盘

对于基金公司来说,发行新的基金产品,都要经过产品策划、监管部门报备、渠道路演、持续营销等流程,不仅耗时耗力,还要花费不菲的运行成本,为什么好不容易发行的产品选择了清盘?

据记者了解,多方面原因导致了基金清盘潮。首先,弱势行情是导致基金清盘的主要原因。弱势行情之下,赚钱效应缺失,投资者申购基金意愿不强,导致基金持续处于净赎回状态,基金规模持续缩水。根据相关规定,当基金持有人数连续60个工作日达不到200人或资产净值低于5000万元时,基金就要进入清盘程序。

沪上某基金营销人员透露,当基金规模低于5000万元时,基金公司会寻找帮忙资金挽救,但随之而来的是成本增加,在趋势性行情不在的情况下,寻找帮忙资金也不是长久之计,索性选择了清盘。

其次,对于依靠收取管理费的基金公司来说,基金规模越大,收取的管理费才能更多。但同规模较大的基金相比,迷你基金几乎需要同样的运行成本,对于基金公司来说,从经济角度看,运行迷你基金显然不划算。

最后,部分基金由于历史原因,缺乏赚钱效应,持续营销难度加大。南方某基金公司营销人员透露,有的基金曾经让投资者亏了不少钱,银行渠道口碑不太好,接下来就很难卖出去,还不如新发一只好。上海证券报

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