騰訊(00700.HK)旗下基金銷售開放投顧服務線上預約功能
騰訊(00700.HK)旗下基金銷售公司騰安基金今日開始在騰訊理財通開放投顧服務線上預約功能,正式進軍基金投顧市場。
據悉,作為買方投顧,騰訊理財通「一起投」除了每年正常收取的投資顧問服務費以外,免收所有基金申購費,且不向用戶收取調倉費用。投顧服務費每日按單日持有資產來計算,每季度第一個交易日或贖回時收取。
和其他投顧服務有所不同的,是騰訊「一起投」的主理人概念。與有基金投顧試點資質的基金公司合作,進而打造合適的投顧策略組合是「一起投」給出的解決方案。目前,「一起投」上架了權益投資和穩健投資兩個策略,分別與中歐基金、南方基金合作,投顧費率為每年0.75%與每年0.5%。
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