这支基金怎样?

小城

最近想投资点儿澳州的基金,(准备长期持有) 不知道大家有没有什么建议?

目前比较关注的这支基金主要是投资全球的资源类股票. 尽管前两年资源类股票已经狂涨, 但感觉全球资源短缺的问题会越来越严重.而且这支基金是全球范围内投资, 应该可以避免单一股市的整体波动.

http://www.colonialfirststate.com.au/prospects/FS1633.pdf
请在行的人帮忙分析一下,给点儿建议..现在是不是购买的时机?

[ 本帖最后由 小城 于 2006-8-22 21:15 编辑 ]

wideye

对澳洲的基金不了解，高人来分析一下吧..........

bluesky999

不懂。路过。

在中国炒股搭进了银子，所以现在不关心投资基金、股票。

zhengtao

ColonialFirst已经属于CommonwealthBank的一部分了，还是比较稳定的！
如果你愿意的话，我可以帮你找个金融顾问免费咨询一下。
不过需要你一些基本的信息，比如年收入，准备首次投资多少，每月准备再次投资多少。准备做多久的投资。

关于澳洲股市的话，过去三年的平均回报率是25％。还是很不错的。

Marlboro

闭着眼睛买吧,基金从来没有常胜将军.

小城

原帖由 zhengtao 于 2006-8-22 22:29 发表
ColonialFirst已经属于CommonwealthBank的一部分了，还是比较稳定的！
如果你愿意的话，我可以帮你找个金融顾问免费咨询一下。
不过需要你一些基本的信息，比如年收入，准备首次投资多少，每月准备再次投资多少 ...

这些信息我也是从一个commonwealth 的一个金融顾问那里得到的.. 不过他们重视的是怎么plan, 在投资时间和具体品种的把握上并没有太多的建议..  另外,正因为前几年澳州的股市已经涨了很多,我才不太敢投主做澳洲股票的基金..

[ 本帖最后由 小城 于 2006-8-23 01:28 编辑 ]

philgu

原帖由 小城 于 2006-8-22 21:13 发表
最近想投资点儿澳州的基金,(准备长期持有) 不知道大家有没有什么建议?

目前比较关注的这支基金主要是投资全球的资源类股票. 尽管前两年资源类股票已经狂涨, 但感觉全球资源短缺的问题会越来越严重.而且这支基 ...

Share my two cent on this if make sense at all.

Currently there are very limited pure resource play managed fund in Australia (listed or unlisted). There are a handful of mainstream fund managers have them on their platforms. But there are only three open at the moment. (BT, ING/ANZ all closed their resource funds years ago). Colonial First State - Global Resource, GS JB Were Resources and Emerging Resource Company Share are the only three open I know about.

CFS-Global Resource is diversified globally and GS JB Were mainly in Australia (if I recall correctly 40-50 into BHP along given its index weight). Performance wise they all register very impressive returns but only in absolute terms not in relative terms). That means they underperform relevant index (I think CFS to a much less extent, GS JB Were was seriously under when I had a look at it earlier this year. not sure how it is performing now). Fee wise, both are expensive ( above 2% mark for retail options just top off my head). But this kind of play is much less centred around how much they charge the fee given the high risk high return nature.

It was a pity that there were not enough pure resource plays avialable in Aust (very very very different in US especially n ETF area). There are a couple more pure gold plays in australia but no pure energy fund here.

Whether it is right time to invest, that is a million dollar questions no one can answer (not just limited to this forum I think). My only view is that the fund doesn't have enough energy component in it as it should.  I have seen a few stratgist projecting gold to be USD 1500 and oil to be USD120. But really no one knows how it will pan out. Sit tight and enjoy the rough ride then.

[ 本帖最后由 philgu 于 2006-8-27 13:15 编辑 ]