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MSCI基金发行提速 增量资金瞄准蓝筹行情
2018-08-21 07:15 新浪基金综合
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伴随着改革开放的进程,公募基金矢志耕耘砥砺奋进。如今每2个中国人中就有1个基民,我们正在寻找与基金有故事的你。【基金20年:牢记使命 扬帆资管新时代】【公募20年:行业掌舵者寄语》】

  来源:上海金融报 

  在距离A股正式被纳入MSCI新兴市场指数不到3个月之际,MSCI近日又发布了12个新的中国指数。MSCI称,这是为了让国际投资者更好应对A股下一步纳入MSCI的进程。在此背景下,基金公司正在加速布局相关行情——3月9日,南方基金与招商基金申报的两只MSCI主题基金正式获批,同时还有一批MSCI主题基金正在排队审批。

  基金扎推布局A股“入摩”

  截至目前,MSCI中国A股相关的综合性指数主要包括MSCI中国A股指数、MSCI中国A股国际指数和MSCI中国A股国际大盘暂行指数等。其中,MSCI中国A股国际通指数于去年10月发布,该指数根据MSCI实际纳入A股的进度进行编制,成份股为2018年将要纳入MSCI新兴市场指数的A股股票,未来如果MSCI对纳入的A股股票有进一步实际的扩充、调整,该指数将同步进行变更。

  在行业人士看来,与其他MSCI中国A股相关的综合型指数相比,MSCI中国A股国际通指数能够更便捷、快速、精准地捕捉A股“入摩”所带来的投资机会。“这只指数是当前中国市场上唯一完全纳入MSCI新兴市场指数体系的A股指数,并且在未来紧跟A股“入摩”进程。成份股全部是沪股通和深股通标的,充分考虑了海外投资者的投资限制,按照全球统一的标准选择成份股。”南方基金指数投资部、数量化投资部负责人罗文杰解释称。

  同时,根据万得资讯统计,MSCI中国A股国际通指数自指数基日2018-08-21以来至2018-08-21,总回报率为59.93%。其中,2017年该指数涨幅达22.60%,超越沪深300指数,展现较好的收益能力。资料显示,此次获批的两只MSCI主题基金为南方MSCI中国A股国际通ETF及联接基金、招商MSCI中国A股国际通指数型基金,分别是业内首只MSCI中国A股国际通ETF和首只MSCI中国A股国际通指数型基金。

  另据了解,目前已有招商基金、南方基金、华安基金、平安大华、景顺长城、创金合信、华夏基金、华泰柏瑞、太平基金、建信基金、易方达基金、前海开源、新华基金(博客,微博)等13家公司上报了24只MSCI系列指数基金产品。其中,招商、南方、华泰柏瑞、建信、易方达、华夏、景顺长城申报的都是MSCI中国A股国际通指数基金。

  大盘蓝筹或最先受益

  根据MSCI的进度安排,A股首次纳入在今年6月1日和9月3日分两次完成。今年6月1日进入首次纳入适应期,纳入A股流通市值的2.5%,纳入A股权重为0.37%;9月3日完成A股的首次纳入,将纳入A股流通市值的5%,纳入A股权重为0.73%。长期来看,在A股完全纳入MSCI新兴市场指数后,将纳入A股100%的流通市值,纳入范围在大盘股的基础上加入中盘股,据测算,届时A股占MSCI新兴市场指数的权重将提高至18%左右。

  据机构测算,A股被纳入MSCI新兴市场指数后,短期内流入资金规模或达170亿至180亿美元。而从中长期看,若A股全部被纳入到新兴市场指数,将带来3400亿美元的增量资金。

  业内人士认为,海外资金倾向价值投资、稳健投资、长期投资,更多关注的是公司财务数据、管理层等基本面情况,再从中找出好公司。从近一年受“北上”资金青睐的个股看,海外资金投资的热点都是行业龙头、大蓝筹,这与国际通指数的最大权重股较为吻合。未来,随着增量资金的涌入,大盘蓝筹股将最先受益。

  “MSCI中国A股国际通指数涵盖了A股众多优质大盘蓝筹股,主要集中在主板大市值的金融、房地产、消费和科技四大板块的行业龙头,兼顾蓝筹和价值成长双轮驱动,将是未来外资流入的主要标的股。”招商基金国际业务部总监、招商MSCI中国A股国际通指数基金拟任基金经理白海峰表示。

  “目前的国际通指数代表了A股市场的大盘蓝筹风格,具有低估值、高回报的特征,价值属性较强。”罗文杰认为,“在此背景下,价值投资或是A股长期最优策略。MSCI将带动更多海外主动配置资金通过沪股通和深股通进入A股,具有全球竞争力与稀缺性的优秀公司的估值溢价或将进一步凸显,对A股市场价值蓝筹、业绩白马或形成持续利好。”

 

责任编辑:曹婕

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