投資組合建議
保守型策略
基金代碼 |
基金檔名 |
配置 |
本年迄今 |
3個月 |
1年 |
3 年平均 報酬率 |
5 年平均 報酬率 |
3年的波動率 |
ABLV |
低波幅策略股票 |
15% |
7.89% |
10.30% |
11.77% |
14.98% |
11.61% |
13.41% |
BREB |
新興市場債券 |
15% |
5.70% |
3.37% |
10.54% |
10.21% |
3.12% |
9.56% |
JHHY |
遠見全球高收益 |
20% |
3.57% |
4.63% |
9.14% |
8.78% |
3.78% |
5.94% |
MSBO |
全球債券 |
25% |
7.33% |
2.68% |
8.96% |
2.91% |
-1.25% |
7.36% |
MSGB |
全球品牌 |
15% |
6.57% |
4.01% |
12.13% |
9.89% |
7.79% |
13.83% |
TKAS |
另類投資策略 |
10% |
2.25% |
3.38% |
6.73% |
5.18% |
3.18% |
4.03% |
|
|
平均獲利 |
5.80% |
4.59% |
9.91% |
8.26% |
4.14% |
8.95% |
穩健型策略
基金代碼 |
基金檔名 |
配置 |
本年迄今 |
3個月 |
1年 |
3 年平均 報酬率 |
5 年平均 報酬率 |
3年的波動率 |
AHLG |
AHL 多元化管理(根西島) |
10% |
-14.35% |
-6.88% |
-24.23% |
-7.55% |
1.01% |
17.59% |
BREB |
新興市場債券 |
10% |
5.70% |
3.37% |
10.54% |
10.21% |
3.12% |
9.56% |
JHHY |
遠見全球高收益 |
20% |
3.57% |
4.63% |
9.14% |
8.78% |
3.78% |
5.94% |
MSGB |
全球品牌 |
25% |
6.57% |
4.01% |
12.13% |
9.89% |
7.79% |
13.83% |
MSGO |
全球時機 |
20% |
15.18% |
20.08% |
30.61% |
29.22% |
10.12% |
23.87% |
SCSC |
全球中小型企業 |
15% |
1.50% |
9.51% |
7.09% |
7.47% |
6.60% |
17.71% |
|
|
平均獲利 |
4.75% |
7.02% |
10.68% |
11.46% |
6.13% |
14.79% |
激進型策略
基金代碼 |
基金檔名 |
配置 |
本年迄今 |
3個月 |
1年 |
3 年平均 報酬率 |
5 年平均 報酬率 |
3年的波動率 |
ACEM |
新興市場成長 |
15% |
15.13% |
15.10% |
12.37% |
7.48% |
3.06% |
17.83% |
AHLG |
AHL 多元化管理(根西島) |
15% |
-14.35% |
-6.88% |
-24.23% |
-7.55% |
1.01% |
17.59% |
INEE |
歐洲股票 |
15% |
27.01% |
15.48% |
22.60% |
19.46% |
10.76% |
17.77% |
MSEC |
新興市場企業債券 |
10% |
3.53% |
0.85% |
7.81% |
7.53% |
2.49% |
5.26% |
MSEG |
美國股票成長 |
25% |
15.00% |
32.25% |
61.80% |
28.86% |
5.26% |
36.83% |
SCSC |
全球中小型企業 |
20% |
1.50% |
9.51% |
7.09% |
7.47% |
6.60% |
17.71% |
|
|
平均獲利 |
8.57% |
13.60% |
19.26% |
12.37% |
5.11% |
21.25% |
保守型策略
基金代碼 |
基金檔名 |
配置 |
本年迄今 |
3個月 |
1年 |
3 年平均 報酬率 |
5 年平均 報酬率 |
3年的波動率 |
BREBE |
新興市場債券 |
15% |
-7.60% |
-2.72% |
1.33% |
5.85% |
2.14% |
9.53% |
JHHYE |
遠見全球高收益 |
20% |
2.54% |
4.02% |
7.20% |
6.59% |
2.08% |
5.94% |
MFPWE |
精慎財富 |
15% |
0.74% |
2.04% |
7.08% |
4.38% |
3.46% |
7.83% |
MSGBE |
全球品牌 |
15% |
5.31% |
3.27% |
9.75% |
7.19% |
5.58% |
13.82% |
PMGBE |
環球債券 |
25% |
1.95% |
0.34% |
3.76% |
1.27% |
-1.45% |
4.93% |
TKASE |
另類投資策略 |
10% |
1.20% |
2.82% |
4.99% |
3.14% |
1.53% |
4.03% |
|
|
平均獲利 |
0.88% |
1.56% |
5.60% |
4.56% |
1.88% |
7.50% |
穩健型策略
基金代碼 |
基金檔名 |
配置 |
本年迄今 |
3個月 |
1年 |
3 年平均 報酬率 |
5 年平均 報酬率 |
3年的波動率 |
AHLGE |
AHL 多元化管理(根西島) |
10% |
-15.82% |
-8.71% |
-24.97% |
-9.73% |
-0.77% |
17.39% |
BRCEE |
歐洲靈活股票 |
15% |
6.95% |
9.48% |
1.53% |
13.56% |
10.08% |
17.05% |
BREBE |
新興市場債券 |
10% |
-7.60% |
-2.72% |
1.33% |
5.85% |
2.14% |
9.53% |
MSCBE |
全球企業債券 |
20% |
1.96% |
1.94% |
5.94% |
4.72% |
0.66% |
4.82% |
MSGBE |
全球品牌 |
25% |
5.31% |
3.27% |
9.75% |
7.19% |
5.58% |
13.82% |
SCSCE |
全球中小型企業 |
20% |
-11.04% |
3.25% |
-2.21% |
2.34% |
5.32% |
16.44% |
|
|
平均獲利 |
-1.79% |
2.13% |
1.05% |
4.86% |
4.24% |
12.96% |
激進型策略
基金代碼 |
基金檔名 |
配置 |
本年迄今 |
3個月 |
1年 |
3 年平均 報酬率 |
5 年平均 報酬率 |
3年的波動率 |
ACEME |
新興市場成長 |
15% |
0.58% |
8.03% |
3.15% |
2.76% |
2.27% |
16.79% |
AHLGE |
AHL 多元化管理(根西島) |
15% |
-15.82% |
-8.71% |
-24.97% |
-9.73% |
-0.77% |
17.39% |
BRMCE |
新興市場企業債券 |
10% |
2.45% |
0.78% |
5.13% |
4.41% |
-0.09% |
5.47% |
INEEE |
歐洲股票 |
15% |
10.85% |
8.31% |
12.49% |
14.77% |
9.78% |
14.85% |
MSEGE |
美國股票成長 |
25% |
0.57% |
24.48% |
48.36% |
23.79% |
4.27% |
34.53% |
SCSCE |
全球中小型企業 |
20% |
-11.04% |
3.25% |
-2.21% |
2.34% |
5.32% |
16.44% |
|
|
平均獲利 |
-2.48% |
7.99% |
10.76% |
8.03% |
3.81% |
19.82% |
保守型策略
基金代碼 |
基金檔名 |
配置 |
本年迄今 |
3個月 |
1年 |
3 年平均 報酬率 |
5 年平均 報酬率 |
3年的波動率 |
ABHYG |
全球高收益債券 |
20% |
-0.10% |
1.86% |
0.68% |
0.95% |
-3.04% |
6.90% |
BRWBG |
世界債券 |
25% |
1.99% |
0.68% |
5.38% |
1.91% |
-0.89% |
5.31% |
IVSB2G |
英鎊債券 |
15% |
2.80% |
2.40% |
4.45% |
4.63% |
1.03% |
7.75% |
MFWG |
精慎財富 |
10% |
15.26% |
8.63% |
16.71% |
9.14% |
4.22% |
9.33% |
MSGBG |
全球品牌 |
20% |
6.58% |
3.95% |
12.38% |
9.75% |
7.73% |
13.83% |
|
|
平均獲利 |
3.74% |
2.56% |
6.30% |
4.23% |
1.29% |
7.57% |
穩健型策略
基金代碼 |
基金檔名 |
配置 |
本年迄今 |
3個月 |
1年 |
3 年平均 報酬率 |
5 年平均 報酬率 |
3年的波動率 |
ABHYG |
全球高收益債券 |
15% |
-0.10% |
1.86% |
0.68% |
0.95% |
-3.04% |
6.90% |
AHLGG |
AHL 趨勢 |
10% |
-16.39% |
-7.74% |
-26.07% |
-8.65% |
-2.78% |
14.75% |
JHGEG |
JH 全球精選 |
20% |
1.45% |
13.66% |
2.97% |
10.48% |
8.03% |
14.63% |
MFEDG |
新興市場債券 |
15% |
-1.56% |
4.52% |
1.16% |
-1.32% |
1.24% |
8.92% |
MSGBG |
全球品牌 |
25% |
6.58% |
3.95% |
12.38% |
9.75% |
7.73% |
13.83% |
MSUAG |
美國優勢基金 |
15% |
17.84% |
28.67% |
53.56% |
28.03% |
3.58% |
33.04% |
|
|
平均獲利 |
2.72% |
8.20% |
9.39% |
7.82% |
3.53% |
15.19% |
激進型策略
基金代碼 |
基金檔名 |
配置 |
本年迄今 |
3個月 |
1年 |
3 年平均 報酬率 |
5 年平均 報酬率 |
3年的波動率 |
AHLGG |
AHL 趨勢 |
15% |
-16.39% |
-7.74% |
-26.07% |
-8.65% |
-2.78% |
14.75% |
BRWTG |
世界科技 |
20% |
-2.63% |
23.28% |
5.16% |
20.66% |
10.50% |
22.67% |
MFEEG |
新興市場股票 |
15% |
17.75% |
13.34% |
20.15% |
12.09% |
4.95% |
15.77% |
MFEV2G |
歐洲價值 |
15% |
-1.93% |
2.47% |
-1.93% |
2.55% |
7.16% |
15.08% |
MSGBG |
全球品牌 |
25% |
6.58% |
3.95% |
12.38% |
9.75% |
7.73% |
13.83% |
SCECG |
新興市場硬貨幣 |
10% |
-3.53% |
0.56% |
4.72% |
5.31% |
-0.30% |
8.33% |
|
|
平均獲利 |
0.68% |
6.91% |
3.42% |
8.00% |
5.40% |
15.66% |