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首批FOF166亿收官 调研火热基金盯紧增量资金

2017-11-08 06:50:59   中国经济网

本报记者庞华玮广州报道

11月7日,海富通聚优精选基金(FOF)发布成立公告,至此,首批6只公募FOF全部成立,发行总额达到166亿元。

随着首批公募FOF的成立,我国第一批公募FOF已进入实战运作。据记者了解,首批公募FOF团队正忙着路演、调研和建仓。而同时,公募FOF作为新增资金,备受基金销售垂涎,目前首批带来166亿新增资金的公募FOF正成为基金争夺的“金主”。

首批公募FOF成立

11月7日,海富通发布成立公告称,海富通聚优精选混合型基金中基金(FOF)11月6日起基金合同生效,募集有效认购总户数53842户,募集期间净认购金额21.58亿元。至此,首批6只公募FOF基金全部成立。

首批公募基金中基金(FOF)的成立公告主要透露两大消息:募集资金额度和认购户数。

南方全天候策略、嘉实领航资产配置、华夏聚惠稳健、海富通聚优精选、建信福泽安泰、泰达宏利全能优选等6只公募FOF基金的发行规模分别为:33.0亿元、28.6亿元、46.9亿元、21.6亿元、27.9亿元、83.3亿元,上述6只基金发行总额达到166.3亿元。

对此发行量,业内普遍认可。好买基金研究员雷昕表示,“公募FOF在当前风险偏好市场环境下还是备受瞩目,符合预期,甚至略超预期,这说明居民财富积累之下大家对于金融资产的配置需求火热,同时也对有海外成熟经验的FOF这类创新业务表现出了浓厚的兴趣。”

此外,南方全天候策略、嘉实领航资产配置、华夏聚惠稳健、海富通聚优精选、建信福泽安泰、泰达宏利全能优选等6只公募FOF基金募集有效认购总户数分别为:6.8万、10万、10.7万、5.4万、12.2万、3.7万。

一位FOF基金团队的人表示,“我们从渠道了解的情况是,公募FOF的认购对象多为散户。”

记者采访的多家首批发行公募FOF的公司人士都表示,其公募FOF的持有人以散户为主。

“第一批公募FOF由于主要销售渠道还是在传统银行和互联网销售平台,不排除有不少零售客户参与。”对此,雷昕也表示,“但随着政策的支持和产品成熟运作之后,机构客户将是公募FOF的主力军。”

争抢FOF增量资金

随着FOF带来大量增量资金,各家基金也闻风而动。据悉,基金公司机构部纷纷向已拿到产品批文的基金公司推荐自家基金。

11月7日,格上理财研究员杨晓晴告诉记者:“公募FOF作为一类新增资金,其投向备受基金销售关注,更何况首批便带来166亿元的增量资金,令人垂涎。各家公募均希望FOF基金经理手中掌握的资金能够多买一些自家的产品,所以FOF调研自然备受欢迎,并没有遇到前期想象的困难,反而各基金管理人主动推介自家产品和投资策略,以望获得‘金主爸爸’的青睐。”

“最近出现了基金公司组织其他FOF投资经理对其公司基金产品的集体调研活动。”雷昕接受采访时表示。

据悉,某华南基金公司组织上海当地FOF基金经理做了一次调研交流,让FOF基金经理深入了解自家产品的优势和特色。

而对于自家公司与公募FOF的合作,雷昕表示,“由于好买比较早地介入了和基金公司FOF团队的投研和系统方面的合作,我们了解的情况是FOF基金经理对于外部基金和基金经理的调研热情是比较高的,而且也欢迎多维度地研究视角,不限于定量还是定性。好买主要还是在定量的基础上和FOF管理人进行基金定性研究调研方面的沟通和交流。”

路演、调研与建仓

FOF成立后,基金经理在忙着路演、调研和建仓。

“新发基金的路演是常态,FOF作为国内公募基金的创新业务,更加是需要基金经理冲锋陷阵,进行密集的路演宣传活动。同时FOF目标客户是机构,面对机构客户,更需要基金经理进行细致的线下路演活动。”雷昕表示。

一位首批发行公募FOF的公司人士表示,在发行公募FOF前,其FOF团队已对近百位基金经理进行了深度调研。“投资主要标的是基金,调研需要持续,我们FOF团队里有侧重承担这项工作的研究人员,定量加定性研究结合,重点考察长期业绩。

海富通聚优精选混合FOF拟任基金经理孙陶然则表示,在调研时会非常关注基金投研团队的实力,同时考虑基金经理的个性、投资心理特点等,甚至会设计一些模型来做测评。

不过,一位采用量化策略的公募FOF相关人士则表示,“我们基本不用调研,用量化的方法筛选基金。现在主要是忙建仓。”

目前可看到的数据显示首只成立的南方全天候FOF已经开始建仓。Wind数据显示,从10月19日成立以来,至10月26日,南方全天候策略A的净值为1.0005元,涨幅为0.05%,年化收益为2.31%。一周之后,11月2日,其净值增加至1.0010元,成立以来的涨幅为0.10%,年化收益也升到2.46%。

对此,杨晓晴表示,FOF要比普通基金建仓快。“目前的行情,热点明显、集中,FOF只要紧跟市场基调,筛选相应板块的基金便可取得不错的收益,但这只是短期现象,良好的业绩能否持续还有待观察。对市场的精准把握和优质基金的筛选以及资产的合理配置才是长期绝对收益的保障。

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