¹úº£Ö¤È¯ËùÊô°å¿é½éÉÜ |
ËùÊô°å¿é½âÎö |
»ù½ðÖØ²Ö£º£¨1£©Ñ¡È¡ÉÏÊй«Ë¾Ç°Ê®´ó¹É¶«»òÕßǰʮ´óÁ÷ͨ¹É¶«ÖÐ֤ȯͶ×Ê»ù½ð¸öÊý³¬¹ý3¸ö¼°ÒÔÉÏ£¬»òÕßÊ®´óÁ÷ͨ¹É¶«ÖÐ֤ȯͶ×Ê»ù½ðÀۼƳֹɱÈÀý³¬¹ý50%µÄÓèÒÔÈëÑ¡¡£ |
ÖÐÅÌ£º£¨1£©Ñ¡È¡Ã¿ÈÕÊÕÊкó¼È²»ÊôÓÚ´óÅÌ£¬Ò²²»ÊôÓÚСÅ̵Ä×÷ΪÖÐÅ̵ĴÎÈճɷݹÉÓèÒÔµ÷Èë¡£ |
µÍ¼Û£º£¨1£©µÍ¼Û¹ÉÖ¸µÄ¹ÉƱ¼Û¸ñˮƽ½ÏµÍµÄ¸ö¹É¡£ÔÚijÖÖÇé¿öÏ£¬µÍ¼Û¹ÉÒ²ÊÇ·´Ó¦Êг¡·ç¸ñµÄÖØÒª²Î¿¼Ö¸±êÖ®Ò»£¬Ò»°ãµÍ¼Û¹ÉµÄ¼Û¸ñˮƽҪµÍÓÚÁ½ÊÐÆ½¾ù¹É¼Ûˮƽ¡£ |
ÎÄÐÄÒ»ÑÔ£º°ÎÄÐÄÒ»ÑÔ¡±ÊÇ»ùÓÚ°Ù¶ÈÖÇÄÜÔÆ¼¼Êõ´òÔì³öÀ´µÄ´óÄ£ÐÍ£¬±¾¸ÅÄî°å¿éѡȡÉÏÊй«Ë¾»ò×Ó¹«Ë¾ÒÔ¼°²Î¹É¹«Ë¾µÈÊǰٶȡ°ÎÄÐÄÒ»ÑÔ¡±ºÏ×÷»ï°é»òÊôÓÚÉú̬ȦÄÚµÄÓèÒÔÈëÑ¡ |
MSCIÖйú£º£¨1£©2017Äê6ÔÂ21ÈÕ£¬MSCI¹«²¼2017Äê¶ÈÊг¡·ÖÀàÆÀÉó½á¹û¡£Ã÷êɹ«Ë¾Ðû²¼´Ó2018Äê6Ô¿ªÊ¼½«ÖйúA¹ÉÄÉÈëMSCIÐÂÐËÊг¡Ö¸ÊýºÍMSCI ACWIÈ«ÇòÖ¸Êý£¬´Ë´ÎÄÉÈëA¹ÉµÄ¾ö¶¨ÔÚMSCIËù×ÉѯµÄ¹ú¼Ê»ú¹¹Í¶×ÊÕßÖеõ½Á˹㷺֧³Ö¡£ £¨2£©2018Äê5ÔÂ15ÈÕ£¬Ã÷êɹ«Ë¾£¨MSCI£©¹«²¼Ò»ÏµÁÐMSCIÖ¸±êµÄ°ëÄê¶ÈÉó²é½á¹û¡£¸ù¾Ý¹«¸æÄÚÈÝ£¬½«´Ó2018Äê6ÔÂÆð°ÑA¹ÉÄÉÈëMSCIÐÂÐËÊг¡Ö¸Êý£¬´Ë´ÎÄÉÈëµÄ³É·Ö¹ÉÊýÁ¿Îª234Ö»£¬ÄÉÈëÒò×ÓΪ2.5%¡£2018Äê8Ô½«»áÌáÉýÄÉÈë±ÈÀýÖÁ5%¡£ |
¹úÆó¸Ä¸ï£ºËæ×Źú×ʹúÆó¸Ä¸ï½øÒ»²½Íƽø£¬Í¨¹ý×ʱ¾Êг¡¸Ä¸ïÊÇÀíÏë;¾¶Ö®Ò»£¬´ÓÑëÆóµ½µØ·½¹úÆó¸Ä¸ï£¬×ʲú֤ȯ»¯ÂÊÌá¸ßÊÇÊг¡Ö÷ÌâͶ×ʵÄ×î´óºìÀû¡£¼¯ÍźËÐÄ×ʲú×¢Èë¡¢ÕûÌåÉÏÊС¢¿ç¼¯ÍŽè¿ÇµÈ¶¼ÊǹúÆóÀûÓÃ×ʱ¾Êг¡½øÐиĸïµÄÖØÒªÐÎʽ£¬Î´À´¹úÆó²ãÃæ¸Ä¸ï½«¼ÓËÙ¿ªÕ¹£¬×ʱ¾Êг¡½«ÔÚ¹úÆó¸Ä¸ïÖз¢»ÓÖØÒª×÷Ó㬹úÆó²¢¹ºÖØ×éÀ˳±»ò½«Ó¿ÏÖ£¬Ò²ÓÐÍûÀ¶¯ÐÂÒ»²¨µÄÐÐÇé¡£ |
°Ù¶È£º£¨1£©°Ù¶È£¬È«Çò×î´óµÄÖÐÎÄËÑË÷ÒýÇæ¡¢×î´óµÄÖÐÎÄÍøÕ¾¡£1999Äêµ×£¬ÉíÔÚÃÀ¹ú¹è¹ÈµÄÀîÑåºê¿´µ½ÁËÖйú»¥ÁªÍø¼°ÖÐÎÄËÑË÷ÒýÇæ·þÎñµÄ¾Þ´ó·¢Õ¹Ç±Á¦£¬±§×ż¼Êõ¸Ä±äÊÀ½çµÄÃÎÏ룬ËûÒãÈ»´Çµô¹è¹ÈµÄ¸ßн¹¤×÷£¬Ð¯ËÑË÷ÒýÇæ×¨Àû¼¼Êõ£¬ÓÚ2000Äê1ÔÂ1ÈÕÔÚÖйش崴½¨Á˰ٶȹ«Ë¾¡£ £¨2£©±¾¸ÅÄî°å¿éÊÕ¼ÉÏÊй«Ë¾Óë°Ù¶ÈÓÐÒµÎñºÏ×÷ÍùÀ´»òÕß³ÖÓÐÏà¹Ø¹«Ë¾¹É·Ý¡£ |
ÉîÖ¤³ÉÖ¸£º£¨1£©ÉîÖ¤³ÉÖ¸¶¨Î»¼æ¾ß¼ÛÖµ³ß¶ÈÓëͶ×ʱêµÄ¹¦ÄÜ£¬´ÓÉîÛÚ֤ȯ½»Ò×Ëù¹ÒÅÆÉÏÊеÄËùÓÐ¹ÉÆ±ÖгéÈ¡¾ßÓÐÊг¡´ú±íÐÔµÄ500¼ÒÉÏÊй«Ë¾¡£ |
ÈÚ×ÊÈÚȯ£º(1)Ϊ½øÒ»²½¸ÄÉÆÈÚ×ÊÈÚȯҵÎñ½á¹¹£¬Ç¿»¯¹ÜÀí£¬´Ù½øÈÚ×ÊÈÚȯҵÎñ³¤ÆÚƽÎÈ·¢Õ¹£¬¾ÖйúÖ¤¼à»áÅú×¼£¬ÉϺ£Ö¤È¯½»Ò×Ëù¡¢ÉîÛÚ֤ȯ½»Ò×Ëù¶Ô¡¶ÈÚ×ÊÈÚȯ½»Ò×ʵʩϸÔò¡·½øÐÐÁËÐÞ¶©£¬µ÷Õû¿É³äµÖ±£Ö¤½ð֤ȯÕÛËãÂÊÒªÇ󣬽«¾²Ì¬ÊÐÓ¯ÂÊÔÚ300±¶ÒÔÉÏ»òÕßΪ¸ºÊýµÄ¹ÉƱÕÛËãÂÊϵ÷Ϊ0%£»Í¬Ê±£¬Á½Ëù»¹Í¬²½À©´óÁËÈÚ×ÊÈÚȯ±êµÄ¹ÉƱ·¶Î§£¬½«±êµÄ¹ÉƱÊýÁ¿ÓÉÏÖÓеÄ873Ö»À©´óµ½950Ö»£¬ÆäÖУ¬ÉϺ£Ö¤È¯½»Ò×ËùµÄ±êµÄ¹ÉƱÓÉ485Ö»Ôö¼ÓÖÁ525Ö»£¬ÉîÛÚ֤ȯ½»Ò×ËùµÄ±êµÄ¹ÉƱÓÉ388Ö»Ôö¼ÓÖÁ425Ö»¡£ÉÏÊöµ÷Õû½«×Ô2016Äê12ÔÂ12ÈÕÆðʵʩ¡£ |
¹ãÎ÷£ºÔÝÎ޸ðå¿éµÄ½éÉÜ£¡ |
ȯÉÌ£º(1)תÈÚͨҵÎñÊÇ֤ȯ½ðÈÚ¹«Ë¾½«×ÔÓлòÕßÒÀ·¨³ï¼¯µÄ×ʽðºÍ֤ȯ³ö½è¸øÖ¤È¯¹«Ë¾£¬ÒÔ¹©Æä°ìÀíÈÚ×ÊÈÚȯҵÎñµÄ¾Óª»î¶¯£¬°üÀ¨×ªÈÚ×ʺÍתÈÚȯ¡£×ªÈÚÍ¨ÍÆ³ö½«ÎªÈ¯ÉÌÌṩÁ˳ïÂ룬±ÜÃâÁËȯÉÌÓë¿Í»§¶Ô¶ÄµÄ±»¶¯¾ÖÃæ¡£°´ÕÕ¹ÀË㣬¶ÌÆÚÄÚDZÔÚ×î´óתÈÚͨ¹æÄ£ÔÚ1000ÒÚÔª¡£±êµÄ֤ȯÀ©ÈÝ£ºÔ¤¼ÆÎ´À´±êµÄ֤ȯÓÐÍûÀ©ÈÝÖÁÉÏÖ¤180 ºÍÉîÖ¤100 Ö¸ÊýµÄ280 Ö»³É·Ö¹ÉºÍ6 Ö»ETF£¨»ªÏÄÉÏÖ¤50ETF¡¢Ò×·½´ïÉîÖ¤100ETF¡¢»ª°²ÉÏÖ¤180ETF¡¢»ªÏÄÖÐС°åETF¡¢½»Òø180 ÖÎÀíETF¡¢ÄÏ·½Éî³ÉETF£©¡£ (2)Öйú֤ȯҵлṫ²¼¡¶¹ØÓÚ½øÒ»²½¼Óǿ֤ȯ¹«Ë¾¿Í»§·þÎñºÍ֤ȯ½»Ò×Ó¶½ð¹ÜÀí¹¤×÷µÄ֪ͨ¡·£¬ÒªÇó֤ȯ¹«Ë¾ÔÚ¾¼ÍÒµÎñÈ«³É±¾ºËËãµÄ»ù´¡ÉÏ£¬°´ÕÕ¡°Í¬Àà¿Í»§Í¬µÈÊÕ·Ñ¡¢Í¬µÈ·þÎñͬµÈÊÕ·Ñ¡±µÄÔÔò£¬Õë¶Ô²»Í¬·ÖÀà¿Í»§Öƶ¨ÏàÓ¦Ó¶½ð±ê×¼£¬¾±¸°¸¡¢¹«Ê¾ºó·½¿ÉÖ´ÐС£°´Ð¹æÒªÇó£¬Ö¤È¯¹«Ë¾½«ÔÚÄêÄÚÍê³É×Ô²é×Ô¾À£¬ÐµÄÓ¶½ð·ÑÂÊÖÆ¶¨¡¢ÊÕÈ¡±ê×¼½«ÓÚÃ÷ÄêÆðÔÚÈ«ÐÐÒµÍÆÐС£¶ø¶ÔÓÚ¡°ÁãÓ¶½ð¡±À¿¿Í¡¢Ïò¿Í»§³ÐŵÊÕÒæ¡¢½øÈëͬÐÐÓªÒµ³¡ËùȰµ¼¿Í»§µÈÎ¥·¨Î¥¹æºÍ²»µ±¾ºÕùÊֶΣ¬¡¶Í¨Öª¡·Ã÷È·½ÐÍ£¡£ (3)ȯÉÌ×ʲú¹ÜÀíÒµÎñ¿ªÕ¹5ÄêÖ®ºó£¬ÖÕÓÚÈ¡µÃÁËÀï³Ì±®Ê½·ÉÔ¾¡£2010Äê5Ô¹úÄÚÊ×¼ÒȯÉÌϵ×ʲú¹ÜÀí¹«Ë¾¡ª¡ªÉϺ£¶«·½Ö¤È¯×ʲú¹ÜÀí¹«Ë¾»ñµÃÖйúÖ¤¼à»áÅú¸´£¬Õýʽ¿ªÊ¼³ï½¨¹¤×÷¡£×Ô2005ÄêÖÁ½ñ£¬È¯ÉÌ×ʲú¹ÜÀíÒµÎñÒѾ×ß¹ýÁË5¸öÄêÍ·£¬µ«Ö±ÖÁ2009Äêµ×£¬×ܹæÄ£Éв»×ã1000ÒÚÔª£¬Ô¶Ô¶ÉÙÓÚͬÆÚÈ¡µÃѸÃÍ·¢Õ¹µÄ¹«Ä¼»ù½ð¹ÜÀí¹æÄ£¡£Ëæ×ÅÊ×¼Ò×ʲú¹ÜÀí×Ó¹«Ë¾µÄ»ñÅú£¬È¯ÉÌ×ʲú¹ÜÀíÐÐÒµÓÐÍûÓÀ´·ÉԾʽµÄ´ó·¢Õ¹¡£Ä¿Ç°ÒÑÓÐÊý¼ÒȯÉÌÒѾ»òÕýÔÚÉϱ¨Ïà¹Ø×ʲú¹ÜÀí×Ó¹«Ë¾ÉèÁ¢¼Æ»®¡£ |
²Î¹É»ù½ð£º£¨1£©±¾¸ÅÄî°å¿éѡȡÉÏÊй«Ë¾³ÖÓлù½ð¹«Ë¾¹ÉȨµÄÓèÒÔÈëÑ¡£» |
ËùÊô°å¿é½âÎö |
ÐÐÇéÊý¾Ý | ||
ÐòºÅ | ¹ÉƱ´úÂë | Ãû³Æ|²é¹ÉÊý¾Ý |
1 | 993130 | »ù½ðÖØ²Ö ·Öʱ ÈÕÏß ³É·Ö |
2 | 993140 | ÖÐÅÌ ·Öʱ ÈÕÏß ³É·Ö |
3 | 993144 | µÍ¼Û ·Öʱ ÈÕÏß ³É·Ö |
4 | 994770 | ÎÄÐÄÒ»ÑÔ ·Öʱ ÈÕÏß ³É·Ö |
5 | 994345 | MSCIÖйú ·Öʱ ÈÕÏß ³É·Ö |
6 | 994063 | ¹úÆó¸Ä¸ï ·Öʱ ÈÕÏß ³É·Ö |
7 | 994439 | °Ù¶È ·Öʱ ÈÕÏß ³É·Ö |
8 | 993124 | ÉîÖ¤³ÉÖ¸ ·Öʱ ÈÕÏß ³É·Ö |
9 | 993752 | ÈÚ×ÊÈÚȯ ·Öʱ ÈÕÏß ³É·Ö |
10 | 992043 | ¹ãÎ÷ ·Öʱ ÈÕÏß ³É·Ö |
11 | 991036 | ȯÉÌ ·Öʱ ÈÕÏß ³É·Ö |
12 | 994667 | ²Î¹É»ù½ð ·Öʱ ÈÕÏß ³É·Ö |
ÐòºÅ | ¹ÉƱ´úÂë | Ãû³Æ|²é¹ÉÊý¾Ý |
ÐÐÇéÊý¾Ý | DDEÊý¾Ý | ×ʽð | µ¥Êý | µ¥²îÊý¾Ý | ÌØ´ó(%) | ´óµ¥(%) | Сµ¥(%) | ͨ³ÔÂÊ(%) | |||||||||||||||||||||
×îÐÂ¼Û | ÕÇ·ù | »»ÊÖÂÊ | Á¿±È | DDX | DDY | DDZ | 5ÈÕ | 10ÈÕ | Á¬Ðø | Á¬Ôö | ³É½»Á¿(ÍòÔª) | BBD(ÍòÔª) | µ¥Êý±È | ÂòÈë | Âô³ö | ÌØ´ó²î | ´óµ¥²î | Öе¥²î | Сµ¥²î | ÂòÈë | Âô³ö | ÂòÈë | Âô³ö | ÂòÈë | Âô³ö | ͨ³ÔÂÊ1ÈÕ | ͨ³ÔÂÊ5ÈÕ | ͨ³ÔÂÊ10ÈÕ | ͨ³ÔÂÊ20ÈÕ |
0.00 | 0.00% | 0.82% | 0.00 | -0.008 | -0.021 | -2.304 | 0 | 3 | 0 | 1 | 0.00 | 0.00 | 0.000 | 0 | 0 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 100.00% | 100.00% | -1.0 | -1.9 | -1.5 | -1.8 |
0.00 | 0.00% | 1.84% | 0.00 | -0.046 | 0.000 | -2.500 | 0 | 1 | 0 | 1 | 0.00 | 0.00 | 0.000 | 0 | 0 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 100.00% | 100.00% | -2.5 | -2.3 | -1.9 | -2.0 |
0.00 | 0.00% | 1.06% | 0.00 | -0.037 | -0.005 | -3.742 | 0 | 2 | 0 | 0 | 0.00 | 0.00 | 0.000 | 0 | 0 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 100.00% | 100.00% | -3.5 | -2.2 | -1.6 | -1.5 |
0.00 | 0.00% | 2.22% | 0.00 | -0.029 | -0.243 | -5.463 | 2 | 4 | 0 | 1 | 0.00 | 0.00 | 0.000 | 0 | 0 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 100.00% | 100.00% | -1.3 | -1.6 | -1.3 | -1.6 |
0.00 | 0.00% | 0.46% | 0.00 | -0.008 | -0.016 | -3.951 | 1 | 3 | 0 | 0 | 0.00 | 0.00 | 0.000 | 0 | 0 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 100.00% | 100.00% | -1.7 | -1.6 | -1.3 | -1.6 |
0.00 | 0.00% | 1.28% | 0.00 | -0.027 | -0.048 | -4.042 | 0 | 1 | 0 | 1 | 0.00 | 0.00 | 0.000 | 0 | 0 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 100.00% | 100.00% | -2.1 | -2.7 | -2.0 | -2.1 |
0.00 | 0.00% | 2.46% | 0.00 | -0.064 | -0.208 | -6.820 | 2 | 5 | 0 | 1 | 0.00 | 0.00 | 0.000 | 0 | 0 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 100.00% | 100.00% | -2.6 | -2.6 | -1.8 | -1.8 |
7337.83 | -0.07% | 1.14% | 0.91 | -0.031 | -0.029 | -4.138 | 1 | 3 | 0 | 0 | 25498608.00 | -688463.06 | 0.962 | 8889553 | 8552241 | -1.70 | -1.00 | 0.20 | 2.50 | 11.10% | 12.80% | 24.70% | 25.70% | 31.90% | 29.40% | -2.7 | -1.9 | -1.7 | -1.9 |
5579.96 | -0.10% | 0.95% | 0.92 | -0.019 | 0.000 | -2.000 | 1 | 3 | 0 | 1 | 92689664.00 | -1853792.25 | 1.000 | 16777215 | 16777215 | -0.80 | -1.20 | 0.90 | 1.10 | 6.20% | 7.00% | 25.30% | 26.50% | 32.40% | 31.30% | -2.0 | -2.0 | -1.6 | -1.8 |
3690.28 | -0.65% | 1.33% | 0.85 | -0.088 | 0.001 | -6.581 | 1 | 2 | 0 | 0 | 461836.53 | -30481.21 | 1.001 | 257894 | 258063 | -2.20 | -4.40 | 1.90 | 4.70 | 6.40% | 8.60% | 19.50% | 23.90% | 38.70% | 34.00% | -6.6 | -4.1 | -3.3 | -1.8 |
4841.20 | -1.16% | 0.84% | 0.80 | -0.064 | -0.019 | -9.118 | 1 | 4 | 0 | 0 | 2682935.00 | -203903.05 | 0.962 | 1068151 | 1027867 | -5.20 | -2.40 | 3.10 | 4.50 | 10.90% | 16.10% | 24.70% | 27.10% | 31.80% | 27.30% | -7.6 | -3.1 | -0.5 | -1.4 |
3526.29 | -1.28% | 0.45% | 0.72 | -0.041 | -0.018 | -11.684 | 1 | 4 | 0 | 0 | 1678088.38 | -151027.94 | 0.933 | 725637 | 676757 | -6.80 | -2.20 | 3.50 | 5.50 | 9.10% | 15.90% | 24.70% | 26.90% | 33.10% | 27.60% | -9.0 | -4.5 | -1.5 | -1.8 |
×îÐÂ¼Û | ÕÇ·ù | »»ÊÖÂÊ | Á¿±È | DDX | DDY | DDZ | 5ÈÕ | 10ÈÕ | Á¬Ðø | Á¬Ôö | ³É½»Á¿(ÍòÔª) | BBD(ÍòÔª) | µ¥Êý±È | ÂòÈë | Âô³ö | ÌØ´ó²î | ´óµ¥²î | Öе¥²î | Сµ¥²î | ÂòÈë | Âô³ö | ÂòÈë | Âô³ö | ÂòÈë | Âô³ö | ͨ³ÔÂÊ1ÈÕ | ͨ³ÔÂÊ5ÈÕ | ͨ³ÔÂÊ10ÈÕ | ͨ³ÔÂÊ20ÈÕ |