On October 15, 2024, the first batch of Zhongzheng A500 ETF (159338) officially debuted on the stock exchange, marking exactly one year of trading today! Reflecting on this milestone, the fund, which embarked on its journey with the mission of being a "new generation broad-based index," has a remarkable growth trajectory. The Zhongzheng A500 Index was officially released by the Zhongzheng Index Company on September 23, 2024. The following day, the A-share market experienced a turning point known as the "9.24" rally, spurred by a series of substantial financial policy announcements that rapidly boosted market sentiment. Founded on September 26, the Zhongzheng A500 ETF successfully listed during a period of significant market fluctuations during October, becoming a critical tool for investors as market conditions evolved. Over the past year, it has been both a witness and a participant in the market's ups and downs. From trade tariff surprises to the onset of a slow bull market, the Zhongzheng A500 ETF has not only observed the ecological restructuring of the long bull market in China's capital markets but also accompanied numerous investors through various seasons. What have we accomplished in this year? Looking at returns: Since its listing, the Zhongzheng A500 ETF has risen by 18.66% in the market, outperforming the CSI 300 Index, which rose by 14.58%, achieving an excess return of 4.08%. In the first half of 2025, the Zhongzheng A500 ETF generated profits of 462 million yuan for investors. As a new generation upgrade of the large cap broad-based index, the Zhongzheng A500 ETF has allowed more investors to share in the market's development dividends. Looking at scale: As of October 14, 2025, the scale of the Zhongzheng A500 ETF has reached 22.4 billion yuan, serving over 500,000 clients, and continues to win favor through its strength. How has the Zhongzheng A500 achieved these results? By selecting top performers and optimizing the index— Unlike the traditional method of stock selection based mainly on market capitalization used by the CSI 300 Index, the Zhongzheng A500 Index leverages traditional broad-based selection criteria while integrating multiple considerations such as ESG evaluations and sector-neutral strategies. It prioritizes industry leaders, defining the top two companies by market cap in each of the Zhongzheng tertiary industries as "industry leaders." The results reveal that the A500 Index covers 91% of the industry leaders in Zhongzheng's tertiary sectors, while the CSI 300 Index only covers 65%. Inclusion of emerging industries aligns better with market requirements— In terms of industry weightings, the Zhongzheng A500 Index similarly boasts a higher new productive capacity than the CSI 300. The A500 Index reduces its weight in non-bank financials, banking, and food and beverage sectors by approximately 12.51% compared to the CSI 300, redistributing that weight across other emerging sectors. At a press conference on September 22 of this year, CSRC Chairman Wu Qing noted that the market cap percentage of the A-share technology sector exceeds one-fourth, significantly higher than the combined market cap of the banking, non-bank financials, and real estate sectors. The A500’s design, which incorporates more emerging sector leaders, is thus more reflective of current market characteristics, offering stronger representation of the A-share market. Utilizing the Zhongzheng A500 for streamlined access to the A-share market. Zhongzheng A500 ETF 159338 Link A: 022448 Link C: 022449 Link 1: 022610 The linked funds have consistently announced dividends for seven consecutive months.
Profit data sourced from the fund's mid-year report for 2025; other data sourced from Guotai Fund and Wind. The latest scale as of October 14, 2025, is subject to market fluctuations and is for reference only. The cumulative customer service data spans from September 26, 2024, to September 25, 2025. Performance data spans from October 15, 2024 (listing date) to October 14, 2025, during which the Zhongzheng A500 ETF rose 18.66%, while the CSI 300 Index rose 14.58%, thus delivering an excess return of 4.08%. Short-term price fluctuations of the index and fund do not predict future performance. The linked funds have distributed dividends continuously from April to October 2025. Risk Warning: Market sentiments can fluctuate with various factors and do not provide basis for investors to change their investment decisions or select specific products. The aforementioned ETF funds are equity funds, with expected returns and risks higher than those of mixed funds, bond funds, and money market funds. The ETF fund follows an index, tracking the benchmark index’s risk-return characteristics similar to those of the represented market portfolio. The target ETF of the linked fund is an equity index fund, theoretically offering higher expected returns and risk levels compared to mixed funds, bond funds, and money market funds. The fund primarily aims to replicate the performance of the benchmark index. Investors should carefully read the "Fund Contract," "Prospectus," "Product Information Summary," Risk Disclosure Statement, and other legal documents before investing to understand the fund’s risk-return characteristics and ensure alignment with their own investment goals, duration, experience, and asset conditions. Investing in funds carries risks. Proceed with caution. Principles of profit distribution for Zhongzheng A500 ETF: 1. The fund's profit distribution method is cash dividends. 2. The fund manager may monthly assess the fund's excess yield rate relative to the performance benchmark and the distributable profits. Dividend distribution may occur when the net asset value's growth rate exceeds that of the benchmark or when distributable profits are positive. 3. The fund's profit distribution does not require compensating for losses beforehand, meaning the net value may fall below par. 4. Subject to the above conditions, monthly distributions are possible. The fund manager may adjust dividend dates, amounts, and other elements as necessary, provided it doesn’t adversely affect holders. 5. All fund shares are entitled to equal distribution rights. 6. Regulations or additional agency requirements take precedence. The fund manager may adjust the dividend principles after due process, announcing necessary changes before implementation. Principles for the linked fund’s profit distribution: 1. If preferred, shareholders may choose between cash dividends and reinvesting dividends. The default distribution is cash dividends unless selected otherwise. Different distribution methods may apply to unique share classes (class A, C, and I). 2. Similar evaluations for profits as stated above. Distribution may vary per share class due to service fees. All same-class shares uphold equal rights. 3. Regulations or agency rulings take precedence. The leverage characteristics mean dividends might not stem from annual earnings and do not guarantee a positive return on investment. For specific dividend terms, refer to the fund contract.
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