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% |
10.75% |
6.23% |
16.49% |
6.45% |
8.64% |
13.06% |
BREB |
新兴市场债券 |
15% |
5.71% |
3.77% |
14.85% |
-0.66% |
0.78% |
10.44% |
JHHY |
远见全球高收益 |
20% |
5.87% |
3.80% |
11.94% |
-0.46% |
2.36% |
6.13% |
MSBO |
全球债券 |
25% |
-0.72% |
3.49% |
1.80% |
-5.64% |
-1.86% |
7.27% |
MSGB |
全球品牌 |
15% |
5.80% |
5.68% |
6.83% |
2.15% |
7.15% |
14.77% |
TKAS |
另类投资策略 |
10% |
5.92% |
1.40% |
5.83% |
-0.32% |
1.38% |
4.07% |
|
|
平均获利 |
4.93% |
4.12% |
9.15% |
-0.34% |
2.63% |
9.19% |
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% |
10.65% |
-5.33% |
7.24% |
4.59% |
5.73% |
17.26% |
BREB |
新兴市场债券 |
10% |
5.71% |
3.77% |
14.85% |
-0.66% |
0.78% |
10.44% |
JHHY |
远见全球高收益 |
20% |
5.87% |
3.80% |
11.94% |
-0.46% |
2.36% |
6.13% |
MSGB |
全球品牌 |
25% |
5.80% |
5.68% |
6.83% |
2.15% |
7.15% |
14.77% |
MSGO |
全球时机 |
20% |
8.34% |
0.16% |
14.67% |
-4.74% |
8.21% |
26.42% |
SCSC |
全球中小型企业 |
15% |
5.49% |
5.81% |
5.19% |
-2.33% |
4.32% |
17.35% |
|
|
平均获利 |
6.75% |
2.93% |
10.02% |
-0.46% |
5.20% |
15.58% |
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% |
5.79% |
3.23% |
2.14% |
-7.18% |
1.11% |
18.48% |
AHLG |
AHL 多元化管理(根西岛) |
15% |
10.65% |
-5.33% |
7.24% |
4.59% |
5.73% |
17.26% |
INEE |
歐洲股票 |
15% |
9.13% |
2.72% |
11.13% |
0.95% |
5.03% |
18.22% |
MSEC |
新兴市场企业债券 |
10% |
5.92% |
4.10% |
11.15% |
-0.78% |
1.00% |
5.66% |
MSEG |
美国股票成长 |
25% |
0.01% |
3.06% |
2.55% |
-21.07% |
2.59% |
41.78% |
SCSC |
全球中小型企业 |
20% |
5.49% |
5.81% |
5.19% |
-2.33% |
4.32% |
17.35% |
|
|
平均获利 |
5.53% |
2.43% |
5.87% |
-6.06% |
3.39% |
22.58% |
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% |
6.97% |
2.41% |
16.89% |
2.21% |
1.42% |
8.82% |
JHHYE |
远见全球高收益 |
20% |
4.94% |
3.36% |
10.07% |
-2.29% |
0.52% |
6.12% |
MFPWE |
精慎财富 |
15% |
2.03% |
1.29% |
5.82% |
0.86% |
3.73% |
6.80% |
MSGBE |
全球品牌 |
15% |
4.76% |
5.23% |
4.80% |
-0.19% |
4.85% |
14.74% |
PMGBE |
环球债券 |
25% |
0.80% |
2.42% |
3.78% |
-3.82% |
-1.62% |
4.77% |
TKASE |
另类投资策略 |
10% |
5.04% |
0.97% |
3.99% |
-2.09% |
-0.38% |
4.10% |
|
|
平均获利 |
3.76% |
2.71% |
7.48% |
-1.19% |
1.16% |
7.38% |
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% |
9.78% |
-5.94% |
5.12% |
2.60% |
4.04% |
17.39% |
BRCEE |
欧洲灵活股票 |
15% |
9.08% |
0.20% |
9.43% |
0.45% |
10.88% |
18.04% |
BREBE |
新兴市场债券 |
10% |
6.97% |
2.41% |
16.89% |
2.21% |
1.42% |
8.82% |
MSCBE |
全球企业债券 |
20% |
2.13% |
2.21% |
7.24% |
-2.21% |
-0.58% |
5.08% |
MSGBE |
全球品牌 |
25% |
4.76% |
5.23% |
4.80% |
-0.19% |
4.85% |
14.74% |
SCSCE |
全球中小型企业 |
20% |
6.21% |
4.16% |
6.60% |
-0.10% |
4.37% |
14.45% |
|
|
平均获利 |
5.90% |
2.26% |
7.58% |
0.04% |
4.15% |
12.92% |
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% |
6.76% |
2.12% |
4.12% |
-4.53% |
1.66% |
16.28% |
AHLGE |
AHL 多元化管理(根西岛) |
15% |
9.78% |
-5.94% |
5.12% |
2.60% |
4.04% |
17.39% |
BRMCE |
新兴市场企业债券 |
10% |
3.89% |
3.22% |
7.26% |
-3.66% |
-0.73% |
5.70% |
INEEE |
歐洲股票 |
15% |
10.06% |
1.54% |
13.02% |
3.84% |
5.58% |
14.36% |
MSEGE |
美国股票成长 |
25% |
1.18% |
1.75% |
4.41% |
-18.79% |
3.23% |
38.90% |
SCSCE |
全球中小型企业 |
20% |
6.21% |
4.16% |
6.60% |
-0.10% |
4.37% |
14.45% |
|
|
平均获利 |
5.92% |
1.25% |
6.49% |
-4.80% |
3.30% |
20.39% |
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% |
1.36% |
2.65% |
-6.82% |
-5.65% |
7.08% |
BRWBG |
世界债券 |
25% |
0.80% |
3.01% |
4.34% |
-3.64% |
-1.23% |
5.12% |
IVSB2G |
英镑债券 |
15% |
1.73% |
2.57% |
9.80% |
-0.76% |
1.25% |
7.46% |
MFWG |
精慎财富 |
10% |
1.42% |
2.48% |
4.13% |
-2.01% |
2.87% |
8.83% |
MSGBG |
全球品牌 |
20% |
6.11% |
5.85% |
7.28% |
1.97% |
6.64% |
14.76% |
|
|
平均获利 |
1.82% |
2.83% |
4.95% |
-2.20% |
0.37% |
7.65% |
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% |
1.36% |
2.65% |
-6.82% |
-5.65% |
7.08% |
AHLGG |
AHL 趋势 |
10% |
-0.91% |
-9.73% |
-1.83% |
-1.03% |
0.41% |
13.87% |
JHGEG |
全球股票 |
20% |
12.71% |
-0.36% |
19.27% |
3.41% |
8.46% |
14.25% |
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% |
6.11% |
5.85% |
7.28% |
1.97% |
6.64% |
14.76% |
MSUAG |
美国优势基金 |
15% |
0.00% |
0.36% |
0.41% |
-19.22% |
-0.58% |
37.74% |
|
|
平均获利 |
3.74% |
1.35% |
6.12% |
-3.03% |
2.64% |
15.99% |
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% |
-0.91% |
-9.73% |
-1.83% |
-1.03% |
0.41% |
13.87% |
BRWTG |
世界科技 |
20% |
16.83% |
6.26% |
25.03% |
1.53% |
14.84% |
22.25% |
MFEEG |
新兴市场股票 |
15% |
8.09% |
5.01% |
5.42% |
-4.54% |
-0.41% |
16.62% |
MFEV2G |
欧洲价值 |
15% |
-1.93% |
2.47% |
-1.93% |
2.55% |
7.16% |
15.08% |
MSGBG |
全球品牌 |
25% |
6.11% |
5.85% |
7.28% |
1.97% |
6.64% |
14.76% |
SCECG |
新兴市场硬货币 |
10% |
2.24% |
-0.26% |
9.83% |
-1.13% |
-1.41% |
8.12% |
|
|
平均获利 |
5.91% |
2.35% |
8.06% |
0.23% |
5.56% |
15.79% |