基金投资组合报告
  基金投资组合
投资组合 基金进取投资组合 进取基准指数 基金平衡增长组合 平衡增长基准指数 基金稳健投资组合 稳健基准指数
资产类型 环球基金 摩根士丹利资本国际全球指数及摩根大通全球综合债 券指 数以股债比例每月计算 环球基金 摩根士丹利资本国际全球指数及摩根大通全球综合债 券指 数以股债比例每月计算 环球基金 摩根士丹利资本国际全球指数及摩根大通全球综合债 券指 数以股债比例每月计算
成立日期 2012-08-01 2012-08-01 2012-08-01
表现 投资组合表现 基准指数表现 投资组合表现 基准指数表现 投资组合表现 基准指数表现
成立至今 25.56% 49.93% 23.75% 35.99% 13.27% 14.70%
年初至今 17.84% 12.38% 10.32% 10.18% 8.24% 6.70%
2016 0.32% 4.78% -0.76% 3.84% 1.92% 2.46%
2015 -4.04% -1.96% 2.01% -2.54% -2.68% -1.95%
2014 1.69% 2.71% 3.69% 2.35% 2.28% 1.95%
2013 1.26% 18.32% 2.89% 10.07% 0.13% 2.30%
2012 8.18% 5.91% 3.85% 4.25% 3.01% 2.60%
  每月简报
投资组合 基金进取投资组合 基金平衡增长组合 基金稳健投资组合
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如欲了解更多,欢迎参加下一个季度讲座。详情请浏览
For more information, please register for the coming quarterly invesment seminar. Click here
http://www.poems.com.hk/zh-hk/education-center/courses?sp=louiswong


 ©2014 辉立证券(香港)有限公司 版权所有 不得转载 Copyright © Phillip Securities(Hong Kong) Limited.  All Rights Reserved.   警告及免责声明
此文件仅供资料用途,亦不可视为任何买卖投资产品的服务的要约及招揽,因而并不构成任何投资的建议。各项投资产品的过往业绩并不反映未来的业绩。投资者在作出投资决定前,必须透过相关的销售文件明白该项投资产品有可能带来之风险、基金的特性,以及限制。投资者亦应留意其个人财务状况以及风险承受能力。投资者应确保任何卖出或买入投资产品的决定乃根据他们自身的独立判断。投资附带风险,详情请参阅本公司网站上载有的“风险披露声明”及“条款与条件”。此文件并未被香港证券及期货事务监察委员会所审核。辉立资本管理(香港)有限公司认为此处所载的研究或分析报告截至其发布日期乃属可靠而只供用作参考用途。但本公司无法保证由第三方提供的资料的完整性及准确性。资料上任何意见、估计或预测在没有通知的情况下而作出改变。辉立证券集团有可能持有上述公司的投资产品。


  Warning and Disclaimer This document is for informational purposes only and should not be interpreted as an offer or solicitation to buy or sell any investment products, and does not constitute investment advice. Past performance is not indicative of future performance. Before making investment decisions, investors should understand the risks of investment products, fund characteristics and limitations by referring to relevant offering documents. Investors should also pay attention to their personal financial situation and risk tolerance. Investors should ensure any decision to purchase/ sell the investment products is based on their own independent judgment. Investment involves risks, please refer to “Risk Disclosures Statement” & “Terms and conditions” posted on our website for details. The document has not been reviewed by the Securities and Futures Commission of Hong Kong.Phillip Capital Management (HK) Ltd considers the research or analysis contained herein is reliable as at the date of publication and for reference purposes only. However, no warranty is given on the accuracy or completeness of the information provided by third parties. Any opinions, estimates or forecasts may be changed without notice. Phillip Securities group might hold the above company investment products.

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