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% |
16.48% |
3.91% |
29.21% |
7.08% |
9.40% |
13.35% |
BREB |
新兴市场债券 |
15% |
8.60% |
2.47% |
20.00% |
0.77% |
1.78% |
10.43% |
JHHY |
远见全球高收益 |
20% |
8.86% |
2.74% |
18.29% |
0.94% |
2.44% |
6.16% |
MSBO |
全球债券 |
25% |
0.87% |
1.45% |
10.30% |
-4.51% |
-1.69% |
7.45% |
MSGB |
全球品牌 |
15% |
11.47% |
5.06% |
23.41% |
3.12% |
8.68% |
14.64% |
TKAS |
另类投资策略 |
10% |
8.92% |
2.42% |
11.40% |
0.61% |
2.13% |
4.13% |
|
|
平均获利 |
8.36% |
2.87% |
18.27% |
0.77% |
3.26% |
9.27% |
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% |
-1.09% |
-14.42% |
-6.49% |
-0.64% |
4.23% |
17.26% |
BREB |
新兴市场债券 |
10% |
8.60% |
2.47% |
20.00% |
0.77% |
1.78% |
10.43% |
JHHY |
远见全球高收益 |
20% |
8.86% |
2.74% |
18.29% |
0.94% |
2.44% |
6.16% |
MSGB |
全球品牌 |
25% |
11.47% |
5.06% |
23.41% |
3.12% |
8.68% |
14.64% |
MSGO |
全球时机 |
20% |
27.68% |
16.17% |
54.73% |
0.32% |
12.21% |
26.62% |
SCSC |
全球中小型企业 |
15% |
7.60% |
0.89% |
27.20% |
-3.03% |
4.60% |
17.49% |
|
|
平均获利 |
12.07% |
3.99% |
25.89% |
0.59% |
6.39% |
15.61% |
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% |
13.51% |
6.20% |
26.57% |
-5.27% |
2.53% |
18.92% |
AHLG |
AHL 多元化管理(根西岛) |
15% |
-1.09% |
-14.42% |
-6.49% |
-0.64% |
4.23% |
17.26% |
INEE |
歐洲股票 |
15% |
12.02% |
1.16% |
29.41% |
1.37% |
5.49% |
18.68% |
MSEC |
新兴市场企业债券 |
10% |
8.37% |
2.20% |
16.81% |
0.29% |
1.18% |
5.68% |
MSEG |
美国股票成长 |
25% |
23.42% |
20.17% |
60.02% |
-15.67% |
9.91% |
41.82% |
SCSC |
全球中小型企业 |
20% |
7.60% |
0.89% |
27.20% |
-3.03% |
4.60% |
17.49% |
|
|
平均获利 |
11.88% |
4.38% |
29.55% |
-5.18% |
5.35% |
22.75% |
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% |
10.01% |
2.85% |
16.93% |
3.13% |
2.29% |
8.85% |
JHHYE |
远见全球高收益 |
20% |
7.45% |
2.31% |
16.36% |
-0.99% |
0.67% |
6.15% |
MFPWE |
精慎财富 |
15% |
5.85% |
3.05% |
12.73% |
1.68% |
4.38% |
6.95% |
MSGBE |
全球品牌 |
15% |
9.88% |
4.61% |
21.14% |
0.69% |
6.41% |
14.62% |
PMGBE |
环球债券 |
25% |
1.37% |
0.35% |
8.16% |
-3.12% |
-1.50% |
4.89% |
TKASE |
另类投资策略 |
10% |
7.56% |
2.01% |
9.55% |
-1.28% |
0.42% |
4.16% |
|
|
平均获利 |
6.45% |
2.33% |
13.89% |
-0.28% |
1.76% |
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% |
-2.50% |
-15.00% |
-8.36% |
-2.61% |
2.53% |
17.39% |
BRCEE |
欧洲灵活股票 |
15% |
10.56% |
0.49% |
24.85% |
0.49% |
10.62% |
18.15% |
BREBE |
新兴市场债券 |
10% |
10.01% |
2.85% |
16.93% |
3.13% |
2.29% |
8.85% |
MSCBE |
全球企业债券 |
20% |
4.44% |
2.22% |
10.35% |
-1.08% |
-0.12% |
5.12% |
MSGBE |
全球品牌 |
25% |
9.88% |
4.61% |
21.14% |
0.69% |
6.41% |
14.62% |
SCSCE |
全球中小型企业 |
20% |
8.49% |
1.13% |
23.46% |
-1.19% |
4.59% |
14.76% |
|
|
平均获利 |
7.39% |
0.68% |
16.63% |
-0.16% |
4.57% |
12.98% |
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% |
14.81% |
6.56% |
23.51% |
-3.05% |
3.05% |
16.90% |
AHLGE |
AHL 多元化管理(根西岛) |
15% |
-2.50% |
-15.00% |
-8.36% |
-2.61% |
2.53% |
17.39% |
BRMCE |
新兴市场企业债券 |
10% |
6.38% |
2.22% |
13.97% |
-2.43% |
-0.50% |
5.75% |
INEEE |
歐洲股票 |
15% |
13.39% |
1.61% |
26.29% |
3.75% |
6.04% |
14.94% |
MSEGE |
美国股票成长 |
25% |
25.03% |
20.63% |
55.92% |
-13.68% |
10.44% |
38.93% |
SCSCE |
全球中小型企业 |
20% |
8.49% |
1.13% |
23.46% |
-1.19% |
4.59% |
14.76% |
|
|
平均获利 |
12.45% |
4.58% |
26.29% |
-4.19% |
5.22% |
20.64% |
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% |
0.67% |
0.48% |
7.33% |
-6.03% |
-5.34% |
7.12% |
BRWBG |
世界债券 |
25% |
2.59% |
1.59% |
10.15% |
-2.48% |
-0.96% |
5.24% |
IVSB2G |
英镑债券 |
15% |
2.95% |
1.39% |
13.30% |
0.08% |
1.34% |
7.60% |
MFWG |
精慎财富 |
10% |
5.10% |
2.83% |
15.78% |
-0.72% |
3.62% |
8.99% |
MSGBG |
全球品牌 |
20% |
11.91% |
5.16% |
23.86% |
2.95% |
8.26% |
14.63% |
|
|
平均获利 |
4.12% |
2.02% |
12.35% |
-1.30% |
0.91% |
7.70% |
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% |
0.67% |
0.48% |
7.33% |
-6.03% |
-5.34% |
7.12% |
AHLGG |
AHL 趋势 |
10% |
-9.33% |
-9.51% |
-15.54% |
-3.40% |
-0.55% |
15.09% |
JHGEG |
全球股票 |
20% |
15.74% |
2.68% |
26.48% |
3.34% |
9.95% |
14.65% |
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% |
11.91% |
5.16% |
23.86% |
2.95% |
8.26% |
14.63% |
MSUAG |
美国优势基金 |
15% |
17.40% |
14.83% |
50.91% |
-14.34% |
4.31% |
37.72% |
|
|
平均获利 |
7.67% |
3.85% |
18.62% |
-2.19% |
4.03% |
16.16% |
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% |
-9.33% |
-9.51% |
-15.54% |
-3.40% |
-0.55% |
15.09% |
BRWTG |
世界科技 |
20% |
28.21% |
8.31% |
45.59% |
4.01% |
18.86% |
22.70% |
MFEEG |
新兴市场股票 |
15% |
16.58% |
6.66% |
26.01% |
-2.08% |
1.54% |
16.71% |
MFEV2G |
欧洲价值 |
15% |
-1.93% |
2.47% |
-1.93% |
2.55% |
7.16% |
15.08% |
MSGBG |
全球品牌 |
25% |
11.91% |
5.16% |
23.86% |
2.95% |
8.26% |
14.63% |
SCECG |
新兴市场硬货币 |
10% |
5.13% |
2.57% |
12.55% |
0.41% |
-0.55% |
8.22% |
|
|
平均获利 |
9.93% |
3.15% |
17.62% |
1.14% |
7.00% |
16.05% |