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% |
10.40% |
5.63% |
10.92% |
15.83% |
11.12% |
12.54% |
BREB |
新兴市场债券 |
15% |
10.47% |
6.39% |
9.08% |
12.57% |
3.14% |
8.49% |
JHHY |
远见全球高收益 |
20% |
6.52% |
4.15% |
8.31% |
8.97% |
3.34% |
5.20% |
MSBO |
全球债券 |
25% |
9.10% |
2.95% |
3.71% |
4.85% |
-1.62% |
6.96% |
MSGB |
全球品牌 |
15% |
3.15% |
-1.44% |
0.29% |
9.83% |
5.98% |
12.71% |
TKAS |
另类投资策略 |
10% |
4.66% |
3.45% |
7.50% |
5.44% |
3.12% |
3.73% |
|
|
平均获利 |
7.65% |
3.50% |
6.38% |
9.29% |
3.61% |
8.21% |
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% |
-6.33% |
10.89% |
-8.58% |
-4.52% |
2.37% |
17.46% |
BREB |
新兴市场债券 |
10% |
10.47% |
6.39% |
9.08% |
12.57% |
3.14% |
8.49% |
JHHY |
远见全球高收益 |
20% |
6.52% |
4.15% |
8.31% |
8.97% |
3.34% |
5.20% |
MSGB |
全球品牌 |
25% |
3.15% |
-1.44% |
0.29% |
9.83% |
5.98% |
12.71% |
MSGO |
全球时机 |
20% |
16.40% |
4.22% |
26.24% |
27.72% |
7.97% |
20.58% |
SCSC |
全球中小型企业 |
15% |
2.96% |
5.37% |
2.70% |
8.35% |
5.82% |
16.47% |
|
|
平均获利 |
6.23% |
3.85% |
7.44% |
11.85% |
5.18% |
13.40% |
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% |
22.71% |
10.62% |
24.37% |
11.16% |
3.08% |
17.54% |
AHLG |
AHL 多元化管理(根西岛) |
15% |
-6.33% |
10.89% |
-8.58% |
-4.52% |
2.37% |
17.46% |
INEE |
歐洲股票 |
15% |
29.38% |
5.32% |
21.66% |
22.27% |
10.00% |
16.97% |
MSEC |
新兴市场企业债券 |
10% |
6.65% |
4.09% |
7.22% |
8.78% |
2.39% |
4.91% |
MSEG |
美国股票成长 |
25% |
30.10% |
17.95% |
71.60% |
30.16% |
6.62% |
32.44% |
SCSC |
全球中小型企业 |
20% |
2.96% |
5.37% |
2.70% |
8.35% |
5.82% |
16.47% |
|
|
平均获利 |
15.65% |
10.00% |
24.78% |
14.42% |
5.38% |
19.69% |
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% |
-3.95% |
3.78% |
2.27% |
6.33% |
3.07% |
8.85% |
JHHYE |
远见全球高收益 |
20% |
4.95% |
3.51% |
6.26% |
6.80% |
1.59% |
5.20% |
MFPWE |
精慎财富 |
15% |
0.86% |
-0.48% |
6.78% |
5.10% |
3.88% |
7.54% |
MSGBE |
全球品牌 |
15% |
1.47% |
-2.01% |
-1.94% |
7.21% |
3.78% |
12.68% |
PMGBE |
环球债券 |
25% |
3.21% |
1.97% |
1.80% |
2.47% |
-1.50% |
4.72% |
TKASE |
另类投资策略 |
10% |
3.15% |
2.86% |
5.69% |
3.45% |
1.46% |
3.72% |
|
|
平均获利 |
1.86% |
1.67% |
3.34% |
5.12% |
1.70% |
6.95% |
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% |
-9.09% |
9.15% |
-9.15% |
-6.10% |
0.39% |
17.39% |
BRCEE |
欧洲灵活股票 |
15% |
4.89% |
-2.22% |
3.28% |
12.80% |
8.20% |
16.18% |
BREBE |
新兴市场债券 |
10% |
-3.95% |
3.78% |
2.27% |
6.33% |
3.07% |
8.85% |
MSCBE |
全球企业债券 |
20% |
2.65% |
1.11% |
4.06% |
5.14% |
0.36% |
4.11% |
MSGBE |
全球品牌 |
25% |
1.47% |
-2.01% |
-1.94% |
7.21% |
3.78% |
12.68% |
SCSCE |
全球中小型企业 |
20% |
-10.66% |
2.63% |
-4.03% |
1.84% |
5.23% |
15.27% |
|
|
平均获利 |
-1.81% |
1.21% |
-0.68% |
5.14% |
3.64% |
12.10% |
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% |
6.53% |
7.47% |
16.92% |
5.22% |
3.13% |
16.59% |
AHLGE |
AHL 多元化管理(根西岛) |
15% |
-9.09% |
9.15% |
-9.15% |
-6.10% |
0.39% |
17.39% |
BRMCE |
新兴市场企业债券 |
10% |
5.35% |
3.62% |
4.07% |
5.35% |
-0.31% |
4.83% |
INEEE |
歐洲股票 |
15% |
11.71% |
1.83% |
13.85% |
15.33% |
9.91% |
14.13% |
MSEGE |
美国股票成长 |
25% |
13.14% |
15.08% |
60.97% |
22.95% |
6.54% |
31.33% |
SCSCE |
全球中小型企业 |
20% |
-10.66% |
2.63% |
-4.03% |
1.84% |
5.23% |
15.27% |
|
|
平均获利 |
3.06% |
7.43% |
18.09% |
8.81% |
4.66% |
18.59% |
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% |
1.15% |
1.93% |
-0.66% |
1.06% |
-3.37% |
5.98% |
BRWBG |
世界债券 |
25% |
3.99% |
2.57% |
2.39% |
3.29% |
-0.81% |
5.18% |
IVSB2G |
英镑债券 |
15% |
3.52% |
1.13% |
1.53% |
5.82% |
0.84% |
7.43% |
MFWG |
精慎财富 |
10% |
16.12% |
2.53% |
13.63% |
10.99% |
3.79% |
8.81% |
MSGBG |
全球品牌 |
20% |
3.36% |
-1.22% |
0.64% |
9.86% |
5.98% |
12.70% |
|
|
平均获利 |
4.04% |
1.21% |
2.19% |
4.98% |
0.82% |
7.03% |
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% |
1.15% |
1.93% |
-0.66% |
1.06% |
-3.37% |
5.98% |
AHLGG |
AHL 趋势 |
10% |
-9.76% |
9.96% |
-9.13% |
-6.86% |
-1.72% |
15.26% |
JHGEG |
JH 全球精选 |
20% |
5.00% |
6.05% |
12.66% |
10.24% |
8.12% |
13.67% |
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% |
3.36% |
-1.22% |
0.64% |
9.86% |
5.98% |
12.70% |
MSUAG |
美国优势基金 |
15% |
21.39% |
7.35% |
52.24% |
24.98% |
3.50% |
27.99% |
|
|
平均获利 |
4.01% |
3.97% |
9.69% |
7.54% |
3.15% |
13.87% |
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% |
-9.76% |
9.96% |
-9.13% |
-6.86% |
-1.72% |
15.26% |
BRWTG |
世界科技 |
20% |
6.14% |
12.88% |
22.98% |
20.02% |
11.67% |
21.31% |
MFEEG |
新兴市场股票 |
15% |
28.53% |
13.25% |
27.49% |
17.13% |
5.53% |
15.52% |
MFEV2G |
欧洲价值 |
15% |
-1.93% |
2.47% |
-1.93% |
2.55% |
7.16% |
15.08% |
MSGBG |
全球品牌 |
25% |
3.36% |
-1.22% |
0.64% |
9.86% |
5.98% |
12.70% |
SCECG |
新兴市场硬货币 |
10% |
1.41% |
7.06% |
6.75% |
4.95% |
0.51% |
8.11% |
|
|
平均获利 |
4.74% |
6.83% |
7.90% |
8.89% |
5.53% |
15.13% |