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香港ETF介紹(二)——盈富基金 (2800.HK)

Friday, October 11, 2019 Views459

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。投資者投資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有的成分股,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- 在香港聯交所買賣ETF,不用繳付認購費或贖回費,同時所有ETF的印花稅都獲得寬免。

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,可讓投資者清楚的知道自己到底買了什麼產品。

 

盈富基金 (2800.HK)

基本資料:盈富基金 (港交所:2800.HK)是於香港交易所上市的交易所交易基金,提供緊貼恆生指數表現之投資回報。該ETF之全部或絕大部份資產,按大致與指數相同的比重投資於指數成份公司的股份。基金的買賣單位為每手500股。截至2019年10月9日,基金持股比重最大的十間公司(按所佔比重大小排序)為匯豐控股有限公司、友邦保險、騰訊控股(P股)、中國建設銀行(H股)、中國平安(H股) 、中國移動(紅籌股)、中國工商銀行(H股)、香港交易所、中國銀行(H股)、中國海洋石油(紅籌股) 。

技術分析:盈富基金是追蹤恆生指數的ETF。受香港近期事件影響,恆指震盪,盈富基金亦反復波動。 9月25日跌破27.10港元的支援位,該價位有可能成為阻力位。 10月10日收市價為26.60港元。下一個心理支援位為26.00港元。

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