With longer duration and higher flexibility, Bosera SSE 30 year treasury bond ETF was officially lau

Mondo Finance Updated on 2024-03-04

**:Sina**.

Since 2024, the equity market has bottomed**, and the bond market has continued to be strong**. With the development of the economy and the improvement of social demand, ultra-long-term treasury bonds have gradually become an important financing means and asset allocation tool. On March 6, Bosera SSE 30-Year Treasury Bond Exchange-traded Open-ended Index **Investment**(Subscription**: 511133; Transaction**: 511130) was officially issued, adding another high-quality asset allocation tool for investors in the context of "asset shortage".

Bosera SSE 30-Year Treasury Bond ETF tracks the SSE 30-Year Treasury Bond Index. Released on December 20, 2023, the SSE 30-Year Treasury Bond Index selects treasury bonds that meet the deliverable conditions of the 30-year treasury bonds** front-month contracts on the China Financial ** Exchange from the bonds listed on the Shanghai ** Stock Exchange as the index sample to reflect the overall performance of the corresponding maturity treasury bonds on the Shanghai Stock Exchange.

In recent years, the issuance scale of ultra-long-term treasury bonds has increased steadily, and the issuance rules have gradually increased, which are favored by investors such as insurance funds, rural commercial banks, and first-class brokers. The coupon advantage of ultra-long-term treasury bonds is strong, there is no risk of repayment, and with the logic of cost reduction driving the interest rate pivot downward, under the premise that the risk-return ratio is basically controllable, the allocation cost performance of high-coupon long-term varieties is gradually improving.

Bosera SSE 30-Year Treasury Bond ETF provides investors with a one-click investment tool for allocating 30-year treasury bonds, which combines the characteristics of 30-year treasury bonds with the convenience of on-exchange ETF investment, and has four major advantages: excellent investment value, strong aggressiveness, good liquidity and good instrumentality. First of all, in terms of investment value, as an ultra-long-term bond, the long-term investment value of the first in the low interest rate investment environment is highlighted; Second, it is aggressive, providing a sharper spear for investors' long-term strategies - the underlying index-weighted correction duration is about 18-19 years; Third, the liquidity is good, the underlying index constituent bonds have good liquidity, the constituent bonds can be traded in both interbank and exchanges, and the activity, liquidity and trading volume of the existing constituent bonds are sufficient to support the index operation; Fourth, the underlying index of Bosera SSE 30-year treasury bond ETF is adjusted quarterly, and investors can maintain a long-term term without manual exchange.

In terms of purchase methods, investors can either subscribe in the primary market or buy and sell in the secondary market. Bosera SSE 30-year Treasury Bond ETF has high application and redemption efficiency, and convenient on-market trading. The subscription and redemption adopts the physical mode (the subscription can be replaced by cash), the subscription shares can be sold and redeemed on the same day, and the constituent bonds redeemed on the same day can be sold immediately or used for subscription; In terms of buying and selling transactions, (T+0) intraday rotation transactions can be realized on the exchange, and the funds are available on the same day when they are sold on the same day and can be withdrawn the next day. Secondly, the investment threshold is low, compared with the interbank and exchange markets, the minimum subscription threshold is 1,000 shares (about 1,000 yuan), the minimum trading unit after listing is 100 shares (about 10,000 yuan), and the minimum subscription and redemption unit is 2,000 shares (about 200,000 yuan) when applying for redemption, which meets the investment needs of institutional and individual investors.

The proposed managers of Bosera SSE 30-year Treasury Bond ETF are Wan Zhiwen and Lu Ruijun, managers of Bosera Fixed Income Investment Department II, aiming to create stable returns for customers, pay attention to drawdown control, and be good at grasping rotation opportunities in large types of assets.

Bosera** said that China's economy is currently in a period of high-quality development and transition, or in a low-interest rate environment for a long time, so the investment value of long-term bonds will also exist for a long time. The trend of 30-year treasury bonds depends more on the long-term development trend of the economy, in the medium and long term, the shortage of assets and the lack of coupon may guide transactional institutions to gradually extend the long-term allocation, while the basic market of insurance funds and other allocation institutions is still stable, and the characteristics of high prices may provide a thick safety cushion for ultra-long bonds.

In order to help investors improve the annual success rate and do a good job in the allocation of different assets, Bosera ** has created five categories of ETF products, covering five different markets and asset categories of A-shares, Hong Kong stocks, U.S. stocks, bonds and commodities - namely the "Five Golden Flowers". In the bond market, in addition to the Bosera Convertible Bond ETF and the Bosera China Bond 0-3 Year CDB ETF, the approved Bosera SSE 30-year Treasury Bond ETF is another important layout of Bosera ** in the bond ETF field.

As a major fixed income manufacturer, Haitong** shows that as of December 31, 2023, the overall performance of Bosera ** in the past 10 years is 10413%, ranking 2 14, the overall performance of pure debt in the past 10 years is 7717%, ranking 3 25. According to Galaxy**, as of December 31, 2023, the net asset value of Bosera** bond investment exceeded 3,7258.9 billion yuan, ranking 2 148 in the industry.

As of December 31, 2023, Bosera ** Company has managed a total of 367 public offerings**, and has been entrusted by the National Council of Social Security ** to manage part of the social security**, as well as a number of enterprise annuities, occupational annuities and specific special accounts, with a total asset scale of more than 1,466.8 billion yuan, excluding currency**, Bosera ** has a total public asset management scale of more than 547.8 billion yuan, and a cumulative dividend of more than 193.6 billion yuan, making it one of the leading companies in China in terms of asset management.

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