Recently, the reporter learned from the industry that fund products included in the personal pension investment category are expected to expand. According to the “Notice on Accomplishing the Work of Including Equitable Secondary Debt Funds and Partial Debt Hybrid Funds in the Personal Pension Fund Product List”, fund companies can submit 1 related product before September 8. The reporter noticed that in terms of inclusion standards, the product must meet the following requirements: First, the product has been established for 3 years, and it is a product that is open for subscription every day. Second, the scale of products at the end of the last four quarters was no less than 500 million yuan. Third, the average partial equity asset position of the equated secondary debt base and partial debt hybrid FOF was not less than 5% at the end of the last 8 quarters; the average partial equity asset position of ordinary partial debt hybrid funds was not less than 10% at the end of the last 8 quarters. At the same time, the total average partial asset and convertible bond positions of the Equitable Secondary Debt Foundation and Ordinary Partial Debt Hybrid Fund at the end of the last 8 quarters was not more than 20% and 30%. Fourth, the biggest retracement of products in the past 3 years was superior to the median level of similar products. Fifth, institutional product investors hold no more than 80% of the total share, and the top five institutional investors hold no more than 50% of the total share. Sixth, the fund manager's most recent classification evaluation results were not C.

Recently, the reporter learned from the industry that fund products included in the personal pension investment category are expected to expand. According to the “Notice on Accomplishing the Work of Including Equity Secondary Debt Funds and Partial Debt Hybrid Funds in the Personal Pension Fund Product List”, fund companies can submit 1 related product before September 8. The reporter noticed that in terms of inclusion standards, the product must meet the following requirements: First, the product has been established for 3 years, and it is a product that is open for subscription every day. Second, the scale of products at the end of the last four quarters was no less than 500 million yuan. Third, the average partial equity asset position of the equated secondary debt base and partial debt hybrid FOF was not less than 5% at the end of the last 8 quarters; the average partial equity asset position of ordinary partial debt hybrid funds was not less than 10% at the end of the last 8 quarters. At the same time, the total average partial asset and convertible bond positions of the Equitable Secondary Debt Foundation and Ordinary Partial Debt Hybrid Fund at the end of the last 8 quarters was not more than 20% and 30%. Fourth, the biggest retracement of products in the past 3 years was superior to the median level of similar products. Fifth, institutional product investors hold no more than 80% of the total share, and the top five institutional investors hold no more than 50% of the total share. Sixth, the fund manager's most recent classification evaluation results were not C.