Wednesday, July 4, 2018

转:资料显现,11个基金全军覆没,全部都亏-5%以上,有者接近负-30%。

资料显现,11个基金全军覆没,全部都亏-5%以上,有者接近负-30%。
YTD,小型股指数FBMSCAP跌-18.54%,跟踪指数最紧的是CIMB-PRINCIPAL SMALL CAP FUND。

其中两个基金跌势比指数严重,分别跌-24.33%, -28.17%。他们是RHB SMALL CAP OPPORTUNITY UNIT TRUST,和INTERPAC DYNAMIC EQUITY FUND。

而防守力,后卫最强的是Hong Leong 和 Public Mutual的,跌幅在于-5%到-6.6%。


说到这里,我们来看看一则来自Bloomberg 彭博社去年8月的访问。
Investor Up 51% This Year Says Fund Management Is ‘Boring’
https://www.bloomberg.com/news/articles/2017-08-16/fund-management-is-boring-for-investor-who-s-up-51-this-year

文中旗舰基金是Inter-Pacific Dynamic Equity Fund

Lim Tze Cheng管理的基金,过去1年有51%优越的表现,远远超越大市。这篇专题也有在著名本地财经The Edge 报道,也转载多个投资论坛。

如果你是看到报道,然后进场买入这基金。那么你今年惨亏-30%到-40%。如果早2-3年投资不至于亏损,只是差不多回到原地。




投资仿佛足球队,要攻守兼备。只攻不守,会失败收场,如果亏50%。需要起100%,才回到原点。

如果只守不攻,就错失良机,让时间白流。

转载自:

http://aliinvest.blogspot.com/2018/07/unit-trust-2018.html#more


VVVVVVVVVV
INTER PACIFIC DYNAMIC EQUITY FUND 的表现

6个月及一年是很差


FUND PERFORMANCE (BID-TO-BID ANNUALIZED RETURNS)
Period 3 mth 6 mth 1 yr 2 yr 3 yr 5 yr 10 yr
Bid to Bid Returns (%) - RM 0.08 -27.32 -25.82 2.53 2.96 0.02 5.07
Performance figures (as of July 3, 2018): Last updated on July 5, 2018.
The performance figures in the table above are calculated using bid-to-bid prices, with any income or dividends reinvested. Performance figures of over 1 year are annualised.(Eg. A 33.1% gain in 3 years works out to a 10% gain per year when annualised.)



FUND PERFORMANCE (BID-TO-BID ANNUALIZED RETURNS)
Period 3 mth 6 mth 1 yr 2 yr 3 yr 5 yr 10 yr
Bid to Bid Returns (%) - RM 0.08 -27.32 -25.82 2.53 2.96 0.02 5.07
Performance figures (as of July 3, 2018): Last updated on July 5, 2018.
The performance figures in the table above are calculated using bid-to-bid prices, with any income or dividends reinvested. Performance figures of over 1 year are annualised.(Eg. A 33.1% gain in 3 years works out to a 10% gain per year when annualised.)

https://www.fundsupermart.com.my/main/fundinfo/InterPac-Dynamic-Equity-Fund-MYIPDEF


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