On April 11, it was reported that the announcement data showed that the Rich Fargo SSE Science and Technology Innovation Board New Energy ETF Initiation Connection (Wells Fargo SSE Science and Technology Innovation Board New Energy ETF Initiation Connection A023851, and the Rich Fargo SSE Science and Technology Innovation Board New Energy ETF Initiation Connection C023852) will be publicly offered from April 14, 2025 to April 25, 2025. The initiating feeder investment type of Wells Fargo SSE STAR Market New Energy ETF is a replication index fund, with a management fee of 0.5% per annum and a custody fee of 0.1% per annum.

The objective of the Originating Feeder Investment of Wells Fargo SSE STAR Market New Energy ETF is that the Fund pursues returns similar to those of the performance benchmark by investing in the target ETF, closely tracking the underlying index.

The

proportion of the Fund's investment portfolio in the target ETF shall not be less than 90% of the Fund's net asset value, unless it is restricted due to laws and regulations. At the end of each trading day, after deducting the trading margin required for stock index futures contracts, treasury bond futures contracts and stock option contracts, the cash retained by the Fund or government bonds with a maturity date of less than one year shall not be less than 5% of the Fund's net asset value, of which cash does not include settlement reserves, deposited margins, subscription receivables, etc. If there is any change in the requirements of laws, regulations or regulatory authorities on the ratio, the investment ratio of the Fund will be adjusted accordingly after the appropriate procedures have been implemented, and the changed ratio shall prevail.

The tracking target of the Initiation Connection A of the Wells Fargo SSE Science and Technology Innovation Board New Energy ETF is Science and Technology Innovation Energy (000692), and the current rolling price-earnings ratio of Science and Technology Innovation Energy is 22.83 times, which is at the 26.46% quantile since its release; The price-to-book ratio is 1.56 times, which is at the 4.9% quantile since its release; The dividend yield is 2.29%. The maximum drawdown of Kexin is 66%. The weights of the top 10 ingredients are as follows:

The proposed fund manager of the Fortune Quoc SSE Science and Technology Innovation Board New Energy ETF is Su Huaqing. Su Huaqing, Master. He used to be a researcher at China Securities Index Co., Ltd., joined Wells Fargo Fund Management Co., Ltd. in June 2022, served as a quantitative researcher, and is currently a quantitative fund manager of the quantitative investment department of Wells Fargo Fund. His main experience includes: since October 2023, he has served as the fund manager of Wells Fargo CSI 1000 Exchange-traded Open-ended Index Securities Investment Fund and Wells Fargo CSI Segment Chemical Industry Theme Exchange-traded Open-ended Index Securities Investment Fund; Since November 2023, he has been the fund manager of Wells Fargo SZSE 50 ETF; In 2024, he will serve as the fund manager of a number of exchange-traded open-ended index securities investment funds such as Wells Fargo SZSE 50 and Wells Fargo CSI A50 and their initiator feeder funds. Since January 2025, he has served as the fund manager of Wells Fargo Hang Seng A-share Specialized and Special New Enterprise Exchange-traded Open-ended Index Securities Investment Fund, and since February 2025, he has been the fund manager of Wells Fargo SSE Science and Technology Innovation Board New Energy Exchange-traded Open-ended Index Securities Investment Fund.

Up to now, Su Huaqing has managed 12 funds, of which 5 funds have lost money during their tenure, with a maximum loss of 11.18%.

Since September 25, 2024, Su Huaqing has managed the Wells Fargo CSI A500ETF products, with a tenure return of -5.84%, a peer average of 14.04%, and an industry ranking of 3837/3907. From the perspective of profit and loss, the loss during the tenure (2024H2) was 254 million yuan, and the management fee was 3.7876 million yuan.

Since October 19, 2023, Su Huaqing has managed the Wells Fargo CSI 1000 ETF product, with a tenure return of 0.04%, an average of 3.20% for the same category, and an industry ranking of 2306/3194. From the perspective of profit and loss, the profit amount during the tenure (2024H1 - 2024H2) was 1.629 billion yuan, and the management fee was 32.1636 million yuan.

Since March 7, 2024, Su Huaqing has managed the Wells Fargo CSI A50 ETF product, with a tenure return of 9.21%, an average of 7.32% in the same category, and an industry ranking of 1401/3461. From the perspective of profit and loss, the profit during the tenure (2024) is 491 million yuan, and the management fee is 2.9742 million yuan.

Historical performance

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