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香港ETF介紹(一):安碩A50(2823.HK)

Friday, October 4, 2019 Views14364

基本介紹

ETF,英文原文為Exchange Traded Funds,中文稱為「交易所買賣基金」,是在交易所上市和買賣的開放式基金。
ETF成立目標就是要追求某特定指數的績效,所以每個ETF都有一個追蹤的指數,並會根據追蹤的指數來調整本身的投資標的。投資人投資ETF就像是投資該指數一樣,可以直接參與指數的走勢表現,並且又可以像買賣股票一樣交易基金。舉例來說,若某個ETF的追蹤指數是恆生指數,那此該ETF便會去購買恆生指數所的成分股,構造投資組合,以使該ETF的績效表現與恆生指數一致。基金所跟蹤的指數可涵蓋單一股票市場、股票市場中某指定分類部分、區域或世界其他地方中的一些股票市場。基金所跟蹤的指數也可涵蓋債券或商品。

主要優點

流動性好- 大家可以透過提供證券買賣服務的經紀行或銀行,於聯交所的交易時段內容易地買賣ETF。

費用低 -在聯交所買賣ETF,不用繳付認購費或贖回費,同時所有ETF的印花稅都獲得豁免。

分散風險 - ETF通常會投資於多隻證券,令風險分散。投資於被動型ETF,大家可在無須付出買入所有相關指數成份股的費用下,得到投資於相關指數的機會。

透明度高 -   因為ETF以複製指數表現為目標,所以其投資組合內容與標的指數成分一樣,可讓投資人清楚的知道自己到底買了什麼產品。

 

安碩A50(2823.HK)

基本資料:安碩富時A50中國指數ETF(港交所:2823.HK)是於香港交易所上市的交易所交易基金。該基金旨在追蹤一隻以中國總市值最大的50隻A股組成的指數。指數內所有證券均在上海及深圳證券交易所進行買賣。基金的買賣單位為每手100股。截至2019年10月2日,基金持股比重最大的十間公司(按所佔比重大小排序)為中國平安、貴州茅臺、招商銀行、格力電器 、興業銀行、五糧液、中信證券、浦發銀行 、萬科、民生銀行。

技術分析:9月16日,安碩富時A50在保持一段時間的上升態勢之後到達了7月30日以來的最高位15.2元,但未能突破阻力位開始下跌,並失守10日線及20日線。 10月2日收市價位14.48元,已失守50日線,可能將下試14.1元的支持位。

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