年化回报率4%-6%
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作者:小土 (等级:14 - 天人和一,发帖:17259) 发表:2019-10-02 15:38:29  14楼 
JPM 那个投的好花啊 什么都有
Fee 也高。plus front loading.
Bench mark 更花
1)40% Bloomberg Barclays US High Yield 2% Issuer Cap Index (Total Return Gross) Hedged to EUR, 35% MSCI World Index (Total Return Net) (Dividends reinvested after deduction ofwithholdingtax)HedgedtoEUR,25%BloombergBarclaysGlobalCreditIndex(TotalReturnGross)HedgedtoEUR. BarclaysIndiceswererenamedasBloomberg Barclays Indices on 24.08.16. Prior to 01.03.11, 45% BofA Merrill Lynch US High Yield BB-B Rated Constrained (Total Return Gross) Hedged to EUR, 25% MSCI World (Total Return Net) Hedged to EUR, 10% Citigroup Euro Broad Investment Grade (Total Return Gross), 10% J.P.Morgan Government Bond Index-Emerging Markets Global (Total Return Gross) Hedged to EUR, 10% FTSE EPRA / NAREIT Developed (Total Return Net) Hedged to EUR. Prior to 01.04.10, 45% BofA Merrill Lynch US High Yield BB-B Rated Constrained (Total Return Gross) Hedged to EUR, 25% MSCI World (Total Return Net) Hedged to EUR, 10% Citigroup Euro Broad Investment Grade (Total Return Gross), 10% J.P.Morgan Government Bond Index-Emerging Markets Global (Total Return Gross) Hedged to EUR, 10% Global Property Research 250 (Total Return Net) Hedged to EUR. This benchmark is customised by J.P. Morgan Asset Management. Index weights are rebalanced monthly

First state bridge
investment thesis:
The Sub-Fund will invest all or substantially all of its assets in the First State Asian Equity Plus Fund (for equities) (the “Equity Underlying Sub-Fund”) and the First State Asian Quality Bond Fund (for fixed income) (the “Bond Underlying Sub-Fund”) (collectively the “Underlying Sub-Funds”) which are both sub-funds under the Dublin registered umbrella fund known as First State Global Umbrella Fund plc

It is a mini fund of fund.



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