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% | 5.03% | 2.80% | 4.83% | 14.13% | 8.67% | 11.41% |
| BREB | 新兴市场债券 | 15% | -0.56% | -4.66% | 3.31% | 11.34% | 2.97% | 6.22% |
| JHHY | 远见全球高收益 | 20% | 0.39% | -1.97% | 1.34% | 8.37% | 2.19% | 4.09% |
| MSBO | 全球债券 | 25% | -3.30% | -2.76% | -3.21% | 4.02% | -2.27% | 5.58% |
| MSGB | 全球品牌 | 15% | -8.18% | 1.38% | -11.81% | 2.36% | 0.34% | 11.79% |
| TKAS | 另类投资策略 | 10% | 2.66% | -0.90% | 4.62% | 7.49% | 3.00% | 3.74% |
| 平均获利 | -1.04% | -1.25% | -0.62% | 7.60% | 1.97% | 7.00% |
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% | 13.75% | 9.51% | 35.60% | 6.39% | 5.74% | 15.92% |
| BREB | 新兴市场债券 | 10% | -0.56% | -4.66% | 3.31% | 11.34% | 2.97% | 6.22% |
| JHHY | 远见全球高收益 | 20% | 0.39% | -1.97% | 1.34% | 8.37% | 2.19% | 4.09% |
| MSGB | 全球品牌 | 25% | -8.18% | 1.38% | -11.81% | 2.36% | 0.34% | 11.79% |
| MSGO | 全球时机 | 20% | 2.55% | -1.94% | -0.83% | 19.32% | 4.49% | 19.72% |
| SCSC | 全球中小型企业 | 15% | 13.46% | -3.09% | 17.52% | 12.55% | 2.55% | 15.20% |
| 平均获利 | 1.88% | -0.42% | 3.67% | 9.78% | 2.67% | 12.20% |
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% | 28.32% | 2.90% | 34.19% | 24.79% | 7.49% | 18.51% |
| AHLG | AHL 多元化管理(根西岛) | 15% | 13.75% | 9.51% | 35.60% | 6.39% | 5.74% | 15.92% |
| INEE | 歐洲股票 | 15% | 1.69% | -5.51% | 5.64% | 19.46% | 7.87% | 16.65% |
| MSEC | 新兴市场企业债券 | 10% | 0.73% | -2.02% | 1.47% | 7.62% | 1.62% | 3.53% |
| MSEG | 美国股票成长 | 25% | -1.89% | -2.13% | -11.39% | 24.94% | -2.04% | 29.50% |
| SCSC | 全球中小型企业 | 20% | 13.46% | -3.09% | 17.52% | 12.55% | 2.55% | 15.20% |
| 平均获利 | 8.86% | -0.32% | 12.12% | 17.10% | 3.33% | 18.43% |
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% | 3.48% | -3.16% | 7.44% | 8.81% | 3.62% | 7.70% |
| JHHYE | 远见全球高收益 | 20% | -0.90% | -2.37% | -0.49% | 6.43% | 0.26% | 4.09% |
| MFPWE | 精慎财富 | 15% | 2.72% | 1.88% | 1.40% | 5.02% | 2.65% | 9.29% |
| MSGBE | 全球品牌 | 15% | -9.70% | 0.91% | -13.81% | 0.20% | -1.98% | 11.79% |
| PMGBE | 环球债券 | 25% | -4.79% | -4.22% | -4.42% | 1.97% | -2.23% | 4.36% |
| TKASE | 另类投资策略 | 10% | 1.49% | -1.19% | 2.93% | 5.68% | 1.14% | 3.72% |
| 平均获利 | -1.75% | -1.70% | -1.66% | 4.45% | 0.25% | 6.60% |
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% | 12.24% | 9.49% | 31.82% | 3.34% | 3.09% | 17.39% |
| BRCEE | 欧洲灵活股票 | 15% | 6.02% | -4.99% | 8.91% | 11.96% | 4.60% | 16.39% |
| BREBE | 新兴市场债券 | 10% | 3.48% | -3.16% | 7.44% | 8.81% | 3.62% | 7.70% |
| MSCBE | 全球企业债券 | 20% | -1.54% | -2.57% | -1.57% | 3.95% | -0.39% | 3.09% |
| MSGBE | 全球品牌 | 25% | -9.70% | 0.91% | -13.81% | 0.20% | -1.98% | 11.79% |
| SCSCE | 全球中小型企业 | 20% | 17.64% | -1.60% | 21.87% | 9.50% | 2.71% | 14.82% |
| 平均获利 | 3.27% | -0.72% | 5.87% | 5.75% | 1.33% | 11.50% |
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% | 33.54% | 4.48% | 39.69% | 21.86% | 8.17% | 17.55% |
| AHLGE | AHL 多元化管理(根西岛) | 15% | 12.24% | 9.49% | 31.82% | 3.34% | 3.09% | 17.39% |
| BRMCE | 新兴市场企业债券 | 10% | -2.58% | -2.74% | -2.25% | 4.47% | -1.30% | 3.54% |
| INEEE | 歐洲股票 | 15% | 5.90% | -4.00% | 9.96% | 16.72% | 8.57% | 14.28% |
| MSEGE | 美国股票成长 | 25% | 2.06% | -0.61% | -7.87% | 22.09% | -1.43% | 29.52% |
| SCSCE | 全球中小型企业 | 20% | 17.64% | -1.60% | 21.87% | 9.50% | 2.71% | 14.82% |
| 平均获利 | 11.54% | 0.75% | 14.40% | 14.16% | 3.03% | 18.08% |
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% | -5.98% | -4.32% | -6.97% | -0.61% | -5.17% | 4.53% |
| BRWBG | 世界债券 | 25% | -2.25% | -2.81% | -1.76% | 3.73% | -1.22% | 4.35% |
| IVSB2G | 英镑债券 | 15% | -1.59% | -1.76% | 0.86% | 5.17% | 0.68% | 5.59% |
| MFWG | 精慎财富 | 10% | -1.17% | 0.42% | -2.39% | 7.73% | 1.96% | 9.75% |
| MSGBG | 全球品牌 | 20% | -7.81% | 1.56% | -11.28% | 2.80% | 0.41% | 11.79% |
| 平均获利 | -3.68% | -1.48% | -4.20% | 2.92% | -0.96% | 6.16% |
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% | -5.98% | -4.32% | -6.97% | -0.61% | -5.17% | 4.53% |
| AHLGG | AHL 趋势 | 10% | 17.74% | 6.65% | 34.92% | 3.77% | 4.33% | 15.38% |
| JHGEG | JH 全球精选 | 20% | 10.06% | 1.24% | 10.26% | 15.34% | 7.64% | 12.73% |
| 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% | -7.81% | 1.56% | -11.28% | 2.80% | 0.41% | 11.79% |
| MSUAG | 美国优势基金 | 15% | -3.35% | -3.26% | -9.77% | 21.07% | -2.59% | 24.29% |
| 平均获利 | 0.20% | 0.84% | 0.39% | 7.02% | 1.09% | 12.69% |
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% | 17.74% | 6.65% | 34.92% | 3.77% | 4.33% | 15.38% |
| BRWTG | 世界科技 | 20% | 40.76% | 3.64% | 39.89% | 33.05% | 15.04% | 23.88% |
| MFEEG | 新兴市场股票 | 15% | 16.15% | 3.94% | 22.02% | 22.44% | 8.34% | 14.94% |
| MFEV2G | 欧洲价值 | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | 全球品牌 | 25% | -7.81% | 1.56% | -11.28% | 2.80% | 0.41% | 11.79% |
| SCECG | 新兴市场硬货币 | 10% | -1.65% | -4.72% | 1.78% | 6.58% | 1.62% | 7.44% |
| 平均获利 | 10.83% | 2.61% | 13.59% | 12.28% | 6.25% | 15.28% |