Fund Allocation 基金组合
Fund Name 基金名称 |
Allocation 分布 |
Baring Eastern Europe USD |
30% |
First State China Growth I |
40% |
Investec GSF Global Strategic Value A |
30% |
|
100% |
Portfolio Return Analysis 组合回报分析
Portfolio Past 3 Yrs ACR 投资组合过往三年平均每年回报 30.70%
Portfolio Since Launched ACR 投资组合成立至今年回报率平均数 19.23%
Portfolio Correlation Analysis 投资组合相关性分析
|
|
|
|
|
|
|
Baring Eastern Europe USD |
|
1.000 |
|
|
|
First State China Growth I |
|
0.434 |
1.000 |
|
|
Investec GSF Global Strategic Value A |
|
0.708 |
0.576 |
1.000 |
Portfolio Risk Analysis 投资组合风险分析
Portfolio Monthly Volatility (3 Yrs) 投资组合月波幅 |
4.61% |
* |
|
Portfolio Annualized Volatility (3 Yrs) 投资组合年波幅 |
15.96% |
* |
|
68% certainty Expected Annualized Return range from
68 ％的确定性（预期年回报的范围） |
3.27% |
to |
35.20% |
95% certainty Expected Annualized Return range from
95 ％的确定性（预期年回报的范围） |
-12.06% |
to |
50.52% |
Annualized Volatility Reference 年波幅参考 |
Citigroup World Gov. Bond Index 花期环球政府债券指数 |
7.66% |
MSCI World Index 摩根士丹利世界指数 |
14.86% |
Hang Seng Index 恒生指数 |
17.29% |
Nasdaq 100 纳斯达克 100 指数 |
24.56% |
Portfolio Efficiency Analysis 投资组合效率分析
*Calculated from 3 years fund performance figures in USD. 以过往三年以美元记价的基金表现计算
This Document is for information purpose only and is not intended as an offer or solicitation with respect to the purchase or sales of any instrument.
No part of this illustration may be reproduced in any manner without the prior written permission of Fortune Trust financial planning Ltd. |
