東方匯理CAAM系列-東協

風險大唔大?
一定大過你做定期....可以有很高回報,但亦潛在巨大的下跌的風險,要先評估自己可承受風險的程度
1. 這基金是投資於股票市場, 風險當然比債券及定期高
2. 東協是屬於新興市場, 會較一些成熟的股票市場浮動, 風險亦較高

這隻是新基金,沒有往績可作參考, 但可以睇睇同類的怡富 JF Asean




年度總收益 (%, 美元)


圖片參考：http://hk.morningstar.com/im/shim.gif


截至 2007-07-23


圖片參考：http://hk.morningstar.com/im/shim.gif



圖片參考：http://hk.morningstar.com/im/shim.gif

2000
2001
2002
2003
2004
2005
2006
本年迄今

總收益
-37.32
-10.47
4.29
76.37
8.79
14.83
57.27
42.16
JF Asean 最差的是在2000年, 下跌37.32%.......但在2003年亦曾經76.37%。 差別可以是很大.......

Risk of all equity fund is classified as high but in compare of holding one equity, risk is comparable lower as one equity fund is holding more than 60 different companies. If there are adjustment in the whole A.P., the fund value will be correspondingly adjusted downward as its price is calculated based on the value of the asset.

You can buy it via regular contribution so that you can enjoy the dollar cost averaging benefit to lower the risk. Also, you may diversify your total investment by not investing all your savings into this fund. Just put part your savings into it.