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% |
7.55% |
14.07% |
10.34% |
14.54% |
11.57% |
13.18% |
BREB |
新兴市场债券 |
15% |
5.60% |
5.76% |
8.98% |
10.76% |
3.14% |
9.50% |
JHHY |
远见全球高收益 |
20% |
3.64% |
6.48% |
8.58% |
8.50% |
3.84% |
5.87% |
MSBO |
全球债券 |
25% |
6.70% |
3.49% |
7.56% |
3.14% |
-1.52% |
7.26% |
MSGB |
全球品牌 |
15% |
6.44% |
7.98% |
12.77% |
9.98% |
7.53% |
13.51% |
TKAS |
另类投资策略 |
10% |
2.64% |
5.59% |
6.36% |
5.31% |
3.19% |
4.00% |
|
|
平均获利 |
5.61% |
6.90% |
9.06% |
8.31% |
4.04% |
8.82% |
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% |
-14.73% |
-0.22% |
-24.92% |
-7.99% |
0.89% |
17.50% |
BREB |
新兴市场债券 |
10% |
5.60% |
5.76% |
8.98% |
10.76% |
3.14% |
9.50% |
JHHY |
远见全球高收益 |
20% |
3.64% |
6.48% |
8.58% |
8.50% |
3.84% |
5.87% |
MSGB |
全球品牌 |
25% |
6.44% |
7.98% |
12.77% |
9.98% |
7.53% |
13.51% |
MSGO |
全球时机 |
20% |
14.59% |
21.99% |
30.59% |
28.62% |
9.27% |
23.57% |
SCSC |
全球中小型企业 |
15% |
1.85% |
14.63% |
7.10% |
6.88% |
7.26% |
17.58% |
|
|
平均获利 |
4.62% |
10.44% |
10.50% |
11.23% |
6.00% |
14.60% |
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% |
13.75% |
21.22% |
9.51% |
7.87% |
2.27% |
17.84% |
AHLG |
AHL 多元化管理(根西岛) |
15% |
-14.73% |
-0.22% |
-24.92% |
-7.99% |
0.89% |
17.50% |
INEE |
歐洲股票 |
15% |
28.97% |
21.96% |
22.88% |
21.00% |
10.74% |
17.44% |
MSEC |
新兴市场企业债券 |
10% |
3.60% |
3.40% |
7.26% |
8.00% |
2.46% |
5.25% |
MSEG |
美国股票成长 |
25% |
13.94% |
33.31% |
59.33% |
26.20% |
3.96% |
36.57% |
SCSC |
全球中小型企业 |
20% |
1.85% |
14.63% |
7.10% |
6.88% |
7.26% |
17.58% |
|
|
平均获利 |
8.41% |
18.04% |
18.10% |
11.86% |
4.77% |
21.10% |
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% |
-6.94% |
0.66% |
0.88% |
5.37% |
2.45% |
9.54% |
JHHYE |
远见全球高收益 |
20% |
2.57% |
5.90% |
6.65% |
6.31% |
2.14% |
5.87% |
MFPWE |
精慎财富 |
15% |
1.12% |
5.43% |
6.72% |
3.88% |
3.60% |
7.82% |
MSGBE |
全球品牌 |
15% |
5.15% |
7.34% |
10.37% |
7.29% |
5.33% |
13.49% |
PMGBE |
环球债券 |
25% |
1.65% |
1.83% |
3.04% |
1.30% |
-1.55% |
4.90% |
TKASE |
另类投资策略 |
10% |
1.48% |
4.98% |
4.58% |
3.27% |
1.53% |
4.01% |
|
|
平均获利 |
0.97% |
4.15% |
5.24% |
4.40% |
1.90% |
7.43% |
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% |
-16.28% |
-8.43% |
-26.95% |
-10.01% |
-0.90% |
17.39% |
BRCEE |
欧洲灵活股票 |
15% |
9.06% |
17.55% |
3.15% |
13.57% |
10.33% |
16.90% |
BREBE |
新兴市场债券 |
10% |
-6.94% |
0.66% |
0.88% |
5.37% |
2.45% |
9.54% |
MSCBE |
全球企业债券 |
20% |
1.98% |
2.26% |
5.51% |
4.21% |
0.61% |
4.74% |
MSGBE |
全球品牌 |
25% |
5.15% |
7.34% |
10.37% |
7.29% |
5.33% |
13.49% |
SCSCE |
全球中小型企业 |
20% |
-10.51% |
8.52% |
-1.45% |
1.18% |
5.96% |
16.40% |
|
|
平均获利 |
-1.38% |
5.85% |
1.27% |
4.47% |
4.35% |
12.83% |
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% |
-0.18% |
16.08% |
1.39% |
2.53% |
1.55% |
16.79% |
AHLGE |
AHL 多元化管理(根西岛) |
15% |
-16.28% |
-8.43% |
-26.95% |
-10.01% |
-0.90% |
17.39% |
BRMCE |
新兴市场企业债券 |
10% |
2.45% |
3.36% |
4.56% |
4.75% |
-0.15% |
5.47% |
INEEE |
歐洲股票 |
15% |
13.15% |
16.96% |
13.77% |
15.12% |
10.00% |
14.63% |
MSEGE |
美国股票成长 |
25% |
0.41% |
26.90% |
47.45% |
20.07% |
3.27% |
34.38% |
SCSCE |
全球中小型企业 |
20% |
-10.51% |
8.52% |
-1.45% |
1.18% |
5.96% |
16.40% |
|
|
平均获利 |
-2.25% |
12.46% |
10.26% |
6.87% |
3.59% |
19.74% |
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% |
0.00% |
4.20% |
0.19% |
0.81% |
-2.93% |
6.80% |
BRWBG |
世界债券 |
25% |
1.65% |
1.47% |
4.27% |
1.77% |
-1.04% |
5.30% |
IVSB2G |
英镑债券 |
15% |
2.54% |
3.25% |
3.18% |
4.43% |
0.88% |
7.72% |
MFWG |
精慎财富 |
10% |
15.12% |
10.13% |
15.34% |
9.20% |
4.23% |
9.19% |
MSGBG |
全球品牌 |
20% |
6.50% |
8.19% |
13.05% |
9.87% |
7.49% |
13.51% |
|
|
平均获利 |
3.61% |
4.35% |
5.73% |
4.16% |
1.21% |
7.46% |
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% |
0.00% |
4.20% |
0.19% |
0.81% |
-2.93% |
6.80% |
AHLGG |
AHL 趋势 |
10% |
-16.38% |
0.61% |
-26.67% |
-8.98% |
-2.93% |
14.58% |
JHGEG |
JH 全球精选 |
20% |
2.31% |
16.75% |
3.28% |
9.70% |
7.94% |
14.49% |
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% |
6.50% |
8.19% |
13.05% |
9.87% |
7.49% |
13.51% |
MSUAG |
美国优势基金 |
15% |
17.04% |
30.09% |
52.12% |
26.01% |
2.71% |
32.69% |
|
|
平均获利 |
2.77% |
11.28% |
9.27% |
7.33% |
3.32% |
14.99% |
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% |
-16.38% |
0.61% |
-26.67% |
-8.98% |
-2.93% |
14.58% |
BRWTG |
世界科技 |
20% |
-1.77% |
23.51% |
4.28% |
19.12% |
10.00% |
22.55% |
MFEEG |
新兴市场股票 |
15% |
17.48% |
20.76% |
16.95% |
12.54% |
4.68% |
15.74% |
MFEV2G |
欧洲价值 |
15% |
-1.93% |
2.47% |
-1.93% |
2.55% |
7.16% |
15.08% |
MSGBG |
全球品牌 |
25% |
6.50% |
8.19% |
13.05% |
9.87% |
7.49% |
13.51% |
SCECG |
新兴市场硬货币 |
10% |
-3.41% |
0.93% |
4.35% |
5.11% |
-0.05% |
8.31% |
|
|
平均获利 |
0.81% |
10.42% |
2.81% |
7.72% |
5.20% |
15.53% |