CICC and China Merchants Securities have obtained QDII product qualification, but there is no specific QDII product issuance for the time being.
Fund QDII products, but it is expected to be launched recently this year. CICC's first QDII product will be an open-ended stock product, operated independently by CICC, which mainly invests in stocks traded in Hong Kong stock market and other Asian stock markets.
Fund QDII
Huaan International Allocation Fund was established in June 2006 +0 1, which is the first QDII foreign currency fund. Subscribe in USD, unit face value 1 USD, minimum subscription amount is USD 5,000, and investment period is 5 years. After six months of establishment, investors can apply for redemption, but they cannot subscribe again. It mainly invests in major international markets such as Hongkong, new york, London and Tokyo, covering financial products such as stocks, bonds, real estate trust certificates and commodity funds.
Southern Global Select Allocation Fund: issued on September 12, 2007, it is the first stock-based QDII fund in China, subscribed in RMB, with a minimum subscription amount of 1000 yuan, and 100% can be invested in the global stock market, covering 48 major countries and regions around the world. The investment direction of the Fund is: to obtain convenient, stable and long-term average returns by investing in the most representative index funds in developed markets, to share the excess returns in emerging markets to the maximum extent by investing in index funds and actively managing stock funds in emerging markets, to directly invest in Hong Kong stocks, and to strive to obtain excess returns through stock selection and timing.
Huaxia Global Select Fund: The equity fund to be issued will invest in global markets such as the United States, Europe, Japan, Hong Kong and emerging markets, with the Hong Kong market accounting for no more than 30%. The foreign partner is Puxin Group. China Construction Bank is the custodian bank, and China Construction Bank chose JPMorgan Chase Bank as the overseas custodian bank.
Bank QDII
On June 29th, 2006, Bank of China launched its first QDII product-BOC Dollar Enhanced Cash Management (R), which was liquidated due to huge redemption by investors. In the second paragraph, QDII product Silver Steady Growth (R) is the first QDII product in China to invest in the Hong Kong stock market, which officially started operation in mid-April 2006.
Following the launch of the first QDII product by ICBC in 2006, on May 29th, 2007, the QDII product Oriental Pearl, which invested in Hong Kong stocks, was launched. In terms of product design, no more than 50% of the funds are mainly invested in China enterprises listed on the HKEx, including China enterprises (H shares), domestic enterprises (red chips) and newly listed China enterprises. The initial subscription amount is 300,000 yuan, and each subscription amount is 6.5438 yuan+0,000 yuan.
Jianxin QDII "Welcome to the Sea" 1 was put into operation on July 20th, 2007. This QDII product invests in equity funds and bond funds in a balanced way. At present, Principal Asia-Pacific High Interest Equity Fund and Principal International Bond Fund are selected respectively. The investment period is 2 years, and the initial investment amount is 300,000 yuan.
The "Delibao QDII- Everest" launched by Bank of Communications invested in the Hong Kong stock market on July 20th. This product is a new QDII product invested in Hong Kong stocks, Asia-Pacific currencies and short-term government bond index portfolio of the United States. The product has a capital preservation of USD 65,438+0,000%, and its investment scope includes the stock, foreign exchange and bond markets. Considering the balance between risk and return, up to 50% of the capital can be invested in large H shares listed in Hong Kong.
Since the Bank of East Asia launched the QDII product "Jihuibao" in 2006, it successively issued five "Ruyibao" series (US dollars), five "Juyongbao" series (RMB) and "Fundbao" series 1 in 2007, and invested in stocks and funds in Hong Kong market or Asia-Pacific region respectively. From August 27th to September 7th, the latest QDII products of Bank of East Asia "Juyuanbao Investment Product Series 4 (RMB)" and "Ruyibao Investment Product Series 6 (USD)" were listed. The investment period of this product is 65,438+05 months, and the return on investment is linked to the relative performance of two Hong Kong index funds, including TraHK and Hang Seng H-share index listed funds. The investment starting point of this product is USD 5,000 (USD series), increasing by 1 1,000 USD (RMB series) and increasing by 1 1,000 USD.
The new QDII "Global Gathering" launched by HSBC added two overseas equity funds-Baoyuan Global Hong Kong Equity Fund and Fidelity Asia-Pacific Dividend Growth Fund, which invested in Hong Kong stock market and Asia-Pacific stock market respectively.
Citibank (China) launched its first QDII product on May 3, 20071. This product is linked to two real estate stock indexes in Japan and the United States-Tokyo Stock Exchange Real Estate Trust Index ("TSEREIT") and Philadelphia Stock Exchange Housing Industry Index ("HGX"), and the principal is guaranteed at maturity. The starting point is $65,438+0,000.
In July 2007, China Merchants Bank began to issue "Golden Sunflower", a global private equity investment and financial management plan, with a term of 1.5 years, and the expected maximum annual income can reach about 20.00%. This product is linked to four stocks listed on different exchanges, and 100% guarantees the principal security.
Minsheng Bank China Minsheng Bank launched the first overseas wealth management (QDII) product "Extraordinary Wealth Management-Emerging Market Investment Plan" on April 20th, 2007. The second QDII product, "Extraordinary Wealth Management-Winning the Bid in Investing in Hong Kong Stocks", was launched from July 17 to August 6, accepting domestic investment in Australian dollars, US dollars, Hong Kong dollars or RMB, and identifying nine investment directions of Hong Kong stocks with appreciation potential and high correlation.
Insurance QDII products
Insurance QDII wealth management products are mainly investment-linked insurance, the essence of which lies in protection, and are currently in the pipeline.