The grading modes of stock (index) grading funds mainly include financing grading mode and long-short grading mode. Bond-type graded funds are classified as financing. Currency grading funds are divided into long positions and short positions. What are the opening conditions of graded funds under the new regulations? What is the first open-ended securities investment fund in China?

What are the opening conditions of graded funds under the new regulations?

1. The average daily securities assets under its name in the last 20 trading days are not less than 300,000.

Among them, securities assets include assets in securities accounts and capital accounts opened in the name of investors (note: excluding funds and securities integrated through margin financing and securities lending).

2. Individuals and general institutional investors bring valid identification documents to the on-site counter of the business department and sign the "Disclosure of Investment Risks of Graded Funds" in writing.

2001September 1 1 day, China established the first open-ended securities investment fund, which is Hua 'an Innovation Fund;

The first pure bond fund in China is Huaxia Bond Fund, which was established on June 24th, 2002.

June 30th, 2003 65438+February 30th, 2003 The first monetary fund in China was Huaan Cash Monetary Fund.