CITIC Securities: Public QDII Funds to Welcome Quota Optimization Leading Institutions Expected to Expand

CITIC Securities research report stated that, according to the China Fund News WeChat official account, fund companies will gradually adjust the proportion of QDII quotas between public funds and segregated accounts. The QDII quotas will lean towards public funds, and this measure is expected to increase the investable size of public fund QDII products, alleviating the problem of high premiums for some QDII-ETFs due to quota restrictions. According to calculations by CITIC Securities, securities institutions have added about 321 billion yuan of QDII quotas in the past five years. By analyzing the use of QDII quotas by fund managers and product structure, fund companies such as Harvest and Zhong Ou may have significant room for expansion in their QDII funds. Investors can utilize the QDII fund label system to globally allocate their investments based on regions and asset types.