In this context, the Wells Fargo Fund closely followed the market rhythm and launched the rich CSI coal index grading fund focusing on the coal sector.
According to the information raised by the products, the proportion of investment in stock assets of CSI Coal Index Grading Fund in Guo Fu is not less than 90% of the fund assets, and the assets of investment and CSI Coal Index constituent stocks and alternative constituent stocks are not less than 80% of non-cash funds. As a graded fund, this product provides investors with three shares: Guo Fu CSI Coal, Guo Fu CSI Coal A and Guo Fu CSI Coal B. Investors can choose according to their own risk preferences.
It is worth noting that the agreed rate of return for Class A shares of graded funds is one-year time deposit +5%. Based on the current one-year fixed deposit interest rate of 2.25%, the agreed rate of return of Class A shares of Guo Fu Coal Index Grading Fund is as high as 7.25%, which basically exceeds the rate of return of 10 AA corporate bonds. Analysts pointed out that there are 142 Class A graded funds listed at present, with an average discount rate of 7.97%, while the Class A rated rate of return of Guo Fu CSI Coal Index is 7.25%. At present, the premium rate of AA corporate bonds is 65,438+06.17% compared with 65,438+00.
Therefore, there will be an increase of nearly 20% during the Class A share period to repair the price. In addition, in terms of rates, the fund is also icing on the cake. The redemption rate is only 0.6%, and the subscription fee is free. It is an index grading fund with the lowest comprehensive rate on the market at present.