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QDII amount of tension, Shanghai Hong Kong deep fund into overseas investment favorite Sina fund exposure platform: letter Phi lag false propaganda, performance is lower than the same kind of products for a long time, buy fund by pit how to do? Click on [I want to complain], Sina help you expose them! Since the formal approval of Shenzhen Hong Kong Stock Exchange last week, the discussion on the theme fund of Shanghai, Hong Kong and Shenzhen has been unabated. Many fund managers are referred to as the QDII, the amount of tension, and the upcoming opening of the Shanghai and Shenzhen Tong to meet some mainland investors to invest overseas demand, while the Shanghai Hong Kong Shenzhen theme fund has become a temporary substitute for QDII quota, jumped promoted to overseas investment of the meat and potatoes. With the deepening of the global economic integration, the RMB exchange rate volatility and the decline of the domestic asset yield, the QDII scale is increasing, and the total amount of overseas investment is also rising. Whether it is the high net worth population and ordinary individual investors, the demand for overseas investment is more and more urgent. According to Wind data statistics, as of August 24th, the public offering of QDII fund size of 89 billion 635 million yuan. At the end of the first quarter of this year, the data was still 65 billion yuan. In addition, according to the latest data show that Chinese investors in the overseas real estate market accumulated investment of 17 billion U. s.dollars, becoming the world’s second largest cross-border real estate investment sources, second only to the United States $19 billion. In the first half of 2016, China’s real estate investment in transnational real estate was 16 billion 100 million US dollars, which was more than doubled compared with the same period of last year. While the demand for foreign investment is increasing, the amount of QDII is becoming more and more tense. The latest data released by the State Administration of foreign exchange shows that the total amount of QDII approved by the foreign exchange bureau is 89 billion 993 million US dollars, of which the securities quota is 37 billion 550 million US dollars. By the end of the two quarter of this year, the total use of QDII has reached 90%. According to Wind data statistics, at present nearly half of the QDII fund has been suspended purchase or suspended large subscription. Before Hong Kong and Shanghai have not yet opened, the mainland investors through the fund market overseas investment channels only QDII fund. Since November 2014, Hong Kong and Shanghai formally opened, the Shanghai Shenzhen Hong Kong Theme fund has become another choice for investors to invest abroad. In view of the market investment value, investment threshold, product establishment costs and other factors, this year, the fund companies also get together to issue Shanghai Shenzhen deep fund. Public fund was established in Shanghai and Hong Kong deep theme fund without the need for qualified domestic investors (QDII) qualification, no need to apply separately without the amount of foreign exchange in Hongkong account, without the need for trading and settlement with the overseas custodian bank and foreign securities company, and the management fee and custodian fees lower than equity investment fund level of active QDII. At present, a total of 35 Shanghai and Shenzhen Hong Kong Theme funds have been established in the market, including 24 since 2016. With the increasing demand for overseas allocation of residents’ assets, the promotion of Shanghai and Hong Kong’s deep policy, Wind data show that as of August 24th, Shanghai and Hong Kong theory

QDII额度紧张 沪港深基金成境外投资新宠 新浪基金曝光台:信披滞后虚假宣传,业绩长期低于同类产品,买基金被坑怎么办?点击【我要投诉】,新浪帮你曝光他们!   中国证券报 姜沁诗   自从上周深港通正式获批以来,市场对于沪港深主题基金的讨论就一直热度不减。多位基金经理均提到,由于目前QDII额度紧张,沪港通和即将开通的深港通满足了部分内地投资者的境外投资需求,而沪港深主题基金则成为QDII额度的临时替代品,一跃晋升为境外投资的香饽饽。   沪港深基金受青睐   随着全球经济一体化的持续深入、人民币汇率波动加剧和国内资产收益率的下降,QDII规模不断增加,国人境外投资总额也在不断上升。无论是高净值人群和普通个人投资者,对境外投资的需求愈来愈迫切。   据Wind数据统计,截至8月24日,公募QDII基金规模为896.35亿人民币。而今年一季度末,这个数据还是650亿元。除此之外,据最新数据显示,中国投资者在境外房地产市场累计投资达170亿美元,成为全球第二大跨境房地产投资的来源,仅次于美国的190亿美元。世邦魏理仕近日也发布公告称,2016上半年中国资本跨国房地产投资总额为161亿美元,该数据较去年同期增长超过一倍。   在境外投资需求增加的同时,QDII额度也越来越紧张。国家外汇局公布的最新数据显示,目前外汇局审批的QDII总额度为899.93亿美元,其中证券类额度为375.5亿美元。据哲奔咨询数据,截至今年二季度末,QDII总额度使用率已达90%。据Wind数据统计,目前有近半数的QDII基金已经暂停申购或者暂停大额申购。   在沪港通还未开通之前,内地投资者通过基金市场进行境外投资的渠道仅有QDII基金。而自2014年11月沪港通正式开通以来,沪港深主题基金便成为投资者投资境外的又一选择。鉴于市场投资价值、投资门槛、产品成立成本等方面因素,今年以来基金公司也纷纷扎堆发行沪港深基金。公募基金成立沪港深主题基金无需具备合格境内投资者(QDII)资格,无需单独申请外汇额度,无需在香港开户,无需借助境外托管行和境外券商进行交易和结算,而且管理费率和托管费率低于主动投资的权益类QDII基金水平。   目前市场上共成立了(包括转型)35只沪港深主题基金,其中2016年以来成立了24只。随着居民资产境外配置需求的增强,沪港深政策的推进,Wind数据显示,截至8月24日,沪港深主题基金的规模已达341.64亿元。今年二季度,这批基金净申购额达30亿份,特别是几只过往表现良好且港股配置比例较高的基金获得大量的净申购。而证监会官网显示,目前还有33只沪港深基金已进入申报核准程序,并已有部分基金获批。   居民投资需求尚难完全满足   鹏华基金量化及衍生品投资部量化研究副总监陈龙表示,随着人民币贬值预期的强化,内地资金亦有境外资产配置需求,大量资金通过港股通南下进入香港市场,推动港股近期持续走强,也使得衡量内地和香港估值差异的恒生AH股溢价指数由年初的140下降至124,创近一年新低。在内地投资者风险偏好持续下降的背景下,A股的市场风格逐步由新兴成长转向价值成长,港股的投资价值正逐步得到资金的青睐。   平安大华基金产品研发中心负责人谢娜表示,自从去年人民币8・11汇改以来,国内投资者的境外投资需求明显增加,而目前QDII基金额度缩紧,沪港通和即将开通的深港通在一定程度上满足了这部分投资者的需求。   不过,从实际来看,沪港深基金可能只能满足投资者投资港股的需求,而对美股和全球市场的配置需求则难以满足。招商证券分析师顾正阳表示,港股市场作为离A股市场最近、投资者也最为了解的境外市场,具有先天优势,几只沪港深基金发行时的热销情况也反映出投资者对这一类产品的认可。   而从投资者进行境外投资的初衷来看,多数是基于分散风险的考虑。顾正阳认为,从配置区域来看,港股市场与A股市场的相关性依然较高,所以若要分散A股市场的风险,则投资不应局限在港股,可以择机适度配置美股指数基金或其它市场标的。从资产类别来看,QDII和境内的公募市场中有不少以非股票资产为主要投资方向的基金,比如黄金等贵金属、大宗商品等,可以很好地分散风险。投资者可以根据自己的风险偏好和配置需求,选择合适的工具进行配置。 进入【新浪财经股吧】讨论相关的主题文章: