中欧中证500指数增强基金投资价值分析：中盘蓝筹配置利器

国盛证券有限责...2025-08-10

基金Beta 分析：中证500 相对而言适合做指数增强：1、中证500 指数的估值低，预期盈利强。中证500 指数当前估值性价比高，板块预期盈利能力强。中证500 指数的市盈率估值指标的历史分位数相比于其他宽基指数而言较低，2025 年以来信贷脉冲持续回升，中证500的盈利持续反弹，未来或将持续提升。从一致预期来看，中证500 未来盈利水平稳步增长。2、指数成分股特征：行业均衡，个股分散。...

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指数基准有着稳健的增强效果。自基金成立满1 年以来，中欧中证500 指数增强基金A 年化收益为9.32%，年化信息比率为2.26，年化超额回报高达8.40%，实现了在中证500 的Beta 基础之上创造超额的投资目标。2、稳定性：严格控制偏离风险，保持较高超额胜率。截至2025 年7 月30 日，基金的近30 日平均日度跟踪偏离度仅为0.0343%，年化跟踪误差为3.87%，符合基金的投资目标。从基金成立之后的月度超额稳定性来看，基金月度超额胜率高达76.92%。相比其他同类产品，基金的信息比率更高，跟踪误差更小。3、基金超额来源于优秀的个股选择能力，基金持股的“中证500 成份股含量”较高。从在风格因子上的偏离来看，基金持仓相对中证500 指数而言偏向高盈利、高成长性、小市值风格。基金整体而言行业偏离幅度较小，没有做过多的行业轮动。基金持股的“中证500 成份股含量”较高，在指数成份股内具备较高的alpha 选股能力。因此，该基金获得突出的业绩，主要依靠于其优秀的选股能力，而非风格、行业、选股域的偏离，基金在中证500 成份股内能够选出相对alpha 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