Current location - Trademark Inquiry Complete Network - Tian Tian Fund - CSI 500 Link Fund
CSI 500 Link Fund
Southern CSI 500 and 500etf are two different funds, but many friends will confuse them. How to understand them? What is the difference between southern CSI 500 and 500etf? Let's talk together today.

1, different fund codes

Southern CSI 500ETF fund code: 510500;

Southern CSI 500ETF Linked Fund Code:16019/160120.

2. The nature of funds and transaction methods are different.

Southern CSI 500ETF fund belongs to the on-site fund, which cannot be traded over the counter and can only be purchased in the secondary market; Southern CSI 500ETF connects a fund to an OTC fund.

3. Different investment directions

Southern CSI 500ETF mainly invests in well-off ETFs, underlying index constituent stocks and alternative constituent stocks. In order to better achieve the investment objectives, the Fund can invest in a small number of non-constituent stocks, new shares, bonds, stock index futures and other financial instruments permitted by the China Securities Regulatory Commission. And the proportion of investing in a well-off ETF is not less than 90% of the fund's net asset value.

The South CSI 500ETF is linked with A to track the CSI 500 index, and the investment objective is to closely track the performance comparison benchmark and pursue the minimization of tracking deviation and tracking error.

The tracking index is the sample of the CSI Index: excluding the sample stocks and the annual average daily market value of the CSI 300 Index, ranking them from high to low according to the average daily transaction amount of a year (since the listing of new shares), excluding the last 20% stocks, and then ranking the remaining stocks from high to low according to the daily average market value, and selecting the top 500 stocks.

The above content about the difference between CSI 500 and 500etf in South China is here, and I hope it will help everyone. Warm reminder, financial management is risky and investment needs to be cautious.