欧洲首批投资中国内地的主动型基金出炉

2014-09-04 15:16:13来源:可可英语

  Ashmore will today launch what are believed to bethe first European-domiciled actively managed fundsinvesting in the mainland Chinese market.

  安石投资管理有限公司(Ashmore)今日将发起据信是首批欧洲注册、投资于中国内地市场的主动型基金。

  The London-based emerging market specialist willunveil three Luxembourg-domiciled Sicav funds,encompassing equity, debt and a multi-strategymix of these two asset classes.

  这家总部位于伦敦、专注于新兴市场投资的公司将推出三家卢森堡可变资本(Sicav)投资基金,涵盖股票、债务和这两个资产类别的多策略组合。

  The fund range will tap Ashmore’s Rmb3bn (£294m) RQFII (Renminbi Qualified ForeignInstitutional Investors) quota that allows foreign managers to access the mainland Chinesemarket. Ashmore became the first manager outside Greater China to receive it in January.

  这一系列基金将利用安石的30亿元人民币(合2.94亿英镑)的人民币合格境外投资者(RQFII)投资额度。外国基金管理公司可以通过RQFII额度投资于中国内地市场。安石于今年1月成为大中华区之外第一家获得RQFII额度的基金管理公司。

  Until now, foreign investors have only had access to Hong Kong-based actively managedmainland funds, although Deutsche Bank, Source and ETF Securities operate European-domiciled passive exchange traded funds that have combined assets of $900m.

  此前外国投资者只能投资于香港注册、针对内地的主动型基金,不过德意志银行(Deutsche Bank)、Source和ETF证券公司(ETF Securities)运营着总资产达9亿美元的欧洲注册的被动型交易所交易基金(ETF)。

  “We have been eagerly awaiting this day. It has been a long time coming,” said ChristophHofmann, global head of distribution at Ashmore. “We think that China should be a biggerpart of people’s asset allocation than it has been. It is the second-largest economy in the worldbut local markets have been largely inaccessible to foreign investors.

  “我们一直在热切等待这一天的到来。已经等得太久了,”安石全球分销主管克里斯托弗•霍夫曼(ChristophHofmann)表示,“我们认为,中国应当在人们的资产配置中占据比以往更大的比重。中国是全球第二大经济体,但其国内市场基本不对境外投资者开放。”

  “We think many institutional investors will look at China as a country they want to have adedicated permanent exposure to, as they do with the US. I would expect other [fundmanagers] to follow.”

  “我们认为,许多机构投资者将把中国视为一个他们希望建立专门、永久敞口的国家,正如他们对待美国那样。我预计,其他(基金管理公司)将会跟进。”

  To date, most outsiders have accessed Chinese equities through the H shares market ofmainland companies listed on the Kong Kong exchange.

  迄今,大多数境外投资者通过在香港交易所上市的中国内地企业构成的H股市场来投资中国股票。

  Fees range from 1.15 to 1.5 per cent for institutional investors and UK “RDR” share classes,and 1.75 to 1.95 for other retail investors.

  对机构投资者和英国“零售分销审查”(RDR)股票类别而言,费率为1.15%至1.5%;对其他散户投资者而言,费率为1.75%至1.95%。


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