投资组合建议
保守型策略
基金代码 |
基金档名 |
配置 |
本年迄今 |
3个月 |
1年 |
3 年平均 报酬率 |
5 年平均 报酬率 |
3年的波动率 |
ABLV |
低波幅策略股票 |
15% |
8.68% |
3.19% |
10.67% |
15.00% |
10.87% |
12.58% |
BREB |
新兴市场债券 |
15% |
8.31% |
4.85% |
8.68% |
11.46% |
2.53% |
8.59% |
JHHY |
远见全球高收益 |
20% |
5.48% |
3.50% |
8.14% |
8.35% |
3.17% |
5.23% |
MSBO |
全球债券 |
25% |
7.38% |
1.80% |
3.47% |
3.84% |
-1.85% |
7.04% |
MSGB |
全球品牌 |
15% |
4.58% |
-1.67% |
3.19% |
9.65% |
6.21% |
12.72% |
TKAS |
另类投资策略 |
10% |
3.80% |
2.77% |
7.48% |
5.12% |
3.06% |
3.75% |
|
|
平均获利 |
6.56% |
2.38% |
6.62% |
8.56% |
3.42% |
8.27% |
稳健型策略
基金代码 |
基金档名 |
配置 |
本年迄今 |
3个月 |
1年 |
3 年平均 报酬率 |
5 年平均 报酬率 |
3年的波动率 |
AHLG |
AHL 多元化管理(根西岛) |
10% |
-12.05% |
6.50% |
-11.17% |
-6.53% |
0.92% |
17.27% |
BREB |
新兴市场债券 |
10% |
8.31% |
4.85% |
8.68% |
11.46% |
2.53% |
8.59% |
JHHY |
远见全球高收益 |
20% |
5.48% |
3.50% |
8.14% |
8.35% |
3.17% |
5.23% |
MSGB |
全球品牌 |
25% |
4.58% |
-1.67% |
3.19% |
9.65% |
6.21% |
12.72% |
MSGO |
全球时机 |
20% |
11.64% |
0.17% |
25.69% |
25.44% |
6.91% |
20.88% |
SCSC |
全球中小型企业 |
15% |
1.61% |
3.56% |
3.33% |
7.14% |
5.40% |
16.60% |
|
|
平均获利 |
4.44% |
1.99% |
7.81% |
10.73% |
4.72% |
13.48% |
激进型策略
基金代码 |
基金档名 |
配置 |
本年迄今 |
3个月 |
1年 |
3 年平均 报酬率 |
5 年平均 报酬率 |
3年的波动率 |
ACEM |
新兴市场成长 |
15% |
15.93% |
5.24% |
18.87% |
9.11% |
2.13% |
17.51% |
AHLG |
AHL 多元化管理(根西岛) |
15% |
-12.05% |
6.50% |
-11.17% |
-6.53% |
0.92% |
17.27% |
INEE |
歐洲股票 |
15% |
27.27% |
1.77% |
21.07% |
20.85% |
9.79% |
17.11% |
MSEC |
新兴市场企业债券 |
10% |
5.72% |
3.73% |
7.08% |
8.19% |
2.17% |
4.91% |
MSEG |
美国股票成长 |
25% |
20.82% |
9.85% |
66.68% |
27.58% |
4.65% |
32.97% |
SCSC |
全球中小型企业 |
20% |
1.61% |
3.56% |
3.33% |
7.14% |
5.40% |
16.60% |
|
|
平均获利 |
10.77% |
5.57% |
22.36% |
12.66% |
4.39% |
19.84% |
保守型策略
基金代码 |
基金档名 |
配置 |
本年迄今 |
3个月 |
1年 |
3 年平均 报酬率 |
5 年平均 报酬率 |
3年的波动率 |
BREBE |
新兴市场债券 |
15% |
-4.15% |
2.71% |
3.39% |
5.70% |
2.81% |
8.82% |
JHHYE |
远见全球高收益 |
20% |
4.01% |
2.86% |
6.11% |
6.19% |
1.43% |
5.23% |
MFPWE |
精慎财富 |
15% |
1.41% |
-1.41% |
8.44% |
4.37% |
4.06% |
7.53% |
MSGBE |
全球品牌 |
15% |
2.94% |
-2.29% |
0.87% |
7.01% |
4.01% |
12.69% |
PMGBE |
环球债券 |
25% |
2.56% |
1.37% |
2.03% |
2.06% |
-1.58% |
4.74% |
TKASE |
另类投资策略 |
10% |
2.41% |
2.22% |
5.63% |
3.10% |
1.41% |
3.74% |
|
|
平均获利 |
1.71% |
0.99% |
4.20% |
4.63% |
1.66% |
6.96% |
稳健型策略
基金代码 |
基金档名 |
配置 |
本年迄今 |
3个月 |
1年 |
3 年平均 报酬率 |
5 年平均 报酬率 |
3年的波动率 |
AHLGE |
AHL 多元化管理(根西岛) |
10% |
-14.45% |
4.81% |
-16.06% |
-8.96% |
-1.00% |
17.39% |
BRCEE |
欧洲灵活股票 |
15% |
4.32% |
-3.82% |
3.46% |
11.83% |
8.70% |
16.21% |
BREBE |
新兴市场债券 |
10% |
-4.15% |
2.71% |
3.39% |
5.70% |
2.81% |
8.82% |
MSCBE |
全球企业债券 |
20% |
2.24% |
0.83% |
4.20% |
4.79% |
0.29% |
4.21% |
MSGBE |
全球品牌 |
25% |
2.94% |
-2.29% |
0.87% |
7.01% |
4.01% |
12.69% |
SCSCE |
全球中小型企业 |
20% |
-10.31% |
1.33% |
-2.43% |
0.99% |
5.17% |
15.31% |
|
|
平均获利 |
-2.09% |
0.04% |
-0.18% |
4.36% |
3.58% |
12.13% |
激进型策略
基金代码 |
基金档名 |
配置 |
本年迄今 |
3个月 |
1年 |
3 年平均 报酬率 |
5 年平均 报酬率 |
3年的波动率 |
ACEME |
新兴市场成长 |
15% |
2.13% |
3.10% |
13.01% |
3.36% |
2.45% |
16.50% |
AHLGE |
AHL 多元化管理(根西岛) |
15% |
-14.45% |
4.81% |
-16.06% |
-8.96% |
-1.00% |
17.39% |
BRMCE |
新兴市场企业债券 |
10% |
4.21% |
2.94% |
3.66% |
4.53% |
-0.55% |
4.85% |
INEEE |
歐洲股票 |
15% |
12.16% |
-0.09% |
15.13% |
14.63% |
10.18% |
14.14% |
MSEGE |
美国股票成长 |
25% |
6.91% |
7.63% |
58.53% |
20.96% |
4.93% |
31.66% |
SCSCE |
全球中小型企业 |
20% |
-10.31% |
1.33% |
-2.43% |
0.99% |
5.17% |
15.31% |
|
|
平均获利 |
0.06% |
3.64% |
16.32% |
7.25% |
3.96% |
18.67% |
保守型策略
基金代码 |
基金档名 |
配置 |
本年迄今 |
3个月 |
1年 |
3 年平均 报酬率 |
5 年平均 报酬率 |
3年的波动率 |
ABHYG |
全球高收益债券 |
20% |
0.48% |
1.45% |
-0.57% |
0.78% |
-3.49% |
6.11% |
BRWBG |
世界债券 |
25% |
2.86% |
1.63% |
2.51% |
2.54% |
-1.00% |
5.18% |
IVSB2G |
英镑债券 |
15% |
2.36% |
1.00% |
1.64% |
5.34% |
0.59% |
7.48% |
MFWG |
精慎财富 |
10% |
15.12% |
0.79% |
14.14% |
10.18% |
3.72% |
8.92% |
MSGBG |
全球品牌 |
20% |
4.78% |
-1.44% |
3.53% |
9.65% |
6.20% |
12.71% |
|
|
平均获利 |
3.63% |
0.64% |
2.88% |
4.54% |
0.75% |
7.07% |
稳健型策略
基金代码 |
基金档名 |
配置 |
本年迄今 |
3个月 |
1年 |
3 年平均 报酬率 |
5 年平均 报酬率 |
3年的波动率 |
ABHYG |
全球高收益债券 |
15% |
0.48% |
1.45% |
-0.57% |
0.78% |
-3.49% |
6.11% |
AHLGG |
AHL 趋势 |
10% |
-14.33% |
4.85% |
-11.71% |
-7.98% |
-2.50% |
15.12% |
JHGEG |
JH 全球精选 |
20% |
4.78% |
6.74% |
14.04% |
9.76% |
8.23% |
13.71% |
MFEDG |
新兴市场债券 |
15% |
-1.56% |
4.52% |
1.16% |
-1.32% |
1.24% |
8.92% |
MSGBG |
全球品牌 |
25% |
4.78% |
-1.44% |
3.53% |
9.65% |
6.20% |
12.71% |
MSUAG |
美国优势基金 |
15% |
16.91% |
3.74% |
51.42% |
23.85% |
1.83% |
28.50% |
|
|
平均获利 |
3.09% |
2.93% |
10.32% |
7.06% |
2.88% |
13.96% |
激进型策略
基金代码 |
基金档名 |
配置 |
本年迄今 |
3个月 |
1年 |
3 年平均 报酬率 |
5 年平均 报酬率 |
3年的波动率 |
AHLGG |
AHL 趋势 |
15% |
-14.33% |
4.85% |
-11.71% |
-7.98% |
-2.50% |
15.12% |
BRWTG |
世界科技 |
20% |
1.38% |
9.29% |
23.04% |
18.40% |
10.82% |
21.23% |
MFEEG |
新兴市场股票 |
15% |
20.92% |
8.62% |
22.14% |
14.39% |
4.60% |
15.46% |
MFEV2G |
欧洲价值 |
15% |
-1.93% |
2.47% |
-1.93% |
2.55% |
7.16% |
15.08% |
MSGBG |
全球品牌 |
25% |
4.78% |
-1.44% |
3.53% |
9.65% |
6.20% |
12.71% |
SCECG |
新兴市场硬货币 |
10% |
0.24% |
6.25% |
7.17% |
4.57% |
0.71% |
8.08% |
|
|
平均获利 |
2.19% |
4.51% |
7.48% |
7.89% |
5.17% |
15.08% |