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每月動向

2021年7月基金投資動向

2021年07月05日

上半年各類基金板塊表現不一,截至6月尾以資產行業計,其中表現較好的有能源基金及環球金融股票基金,年內累計升幅分別超逾30%及20%;而相對落後的基金包括累計約10%跌幅的黃金基金及5%的亞洲高收益債券基金。

2021年很快又過了一半,年初時分析預期年內經濟復甦,傳統價值型經濟股份類將會受惠。事實上,上半年主要國家經濟數據表現造好,通脹持續升溫,市場更預期美國聯儲局將提早加息。美國10年期國債孳息率 (「債息」) 曾高見收報1.74厘,較年初開局時上升達0.81厘,最近稍為回落至 6月29日收報1.47厘。上半年各類基金板塊表現不一,截至6月尾以資產行業計,其中表現較好的有能源基金及環球金融股票基金,年內累計升幅分別超逾30%及20%;而相對落後的基金包括累計約10%跌幅的黃金基金及5%的亞洲高收益債券基金。

環球經濟正逐步復甦, 隨着全球疫苗接種率持續上升,加上美國陸續推出多項經濟紓緩及基建方案,經濟重啟步伐將會進一步加快,能源、建材、資源等板塊繼續受惠。至於預期美國聯儲局加息的消息,市場亦正逐步消化,息差上升帶動下,預期金融股將繼續受惠經濟復甦以及利率上升。科技股為主的美國納指,今年首季上升2.78%,截至6月下旬年內累升逾10%;另一方面,MSCI全球金融指數首季升12.6%,年內升幅逼近兩成;MSCI全球商品生產商指數分別首季升12.5%和年內升逾兩成,反映在經濟復甦的投資環境下,利好傳統價值股。

雖然全球經濟增長正在改善,但最近新冠變種病毒Delta似有蔓延趨勢,其傳播速度令人擔憂,多個地區感染個案數字回升,其中澳洲亦加強社區封鎖措施。香港疫情控制則漸見穩定,倘能夠與內地及澳門磋商通關成功,有利香港經濟復甦及進一步吸引資金回流股市。

現金較充裕及進取的投資者,中港股票基金可值得留意;此外,市場正在消化加息的預期,亞洲高收益美元債券基金亦可考慮。基金由專業投資經理管理,投資組合可以分佈在不同地區、資產、行業、公司等,有助分散風險。客戶如欲查詢有關基金資訊,歡迎致電致富理財熱線: 2500 9188 聯絡我們。

致富有提供債券、基金一站式投資策略,比供客戶選擇。想知道和了解更多,請即刻聯絡我哋們投資策略專員解答疑難!

WhatsApp : 投資策略專員

更多基金資訊、種類 和 比較:

連結

投資涉及風險,以上建議只作為參考之用。致富在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。以上報告由致富集團研究部的分析員(“此等人士”)所撰寫,此等人士均為香港證監會持牌人士。此外,截至本報告發表當日,此等人士均未於本報告中所推介的股份存有權益。



免責聲明
上述報告由致富證券有限公司(「本公司」)所提供,所載之內容或意見乃根據本公司認為可靠之資料來源來編製,惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊,並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式,包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險,投資者需注意投資項目之價值可升亦可跌,而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權,在未獲本公司許可前,不得翻印、分發或發行本報告以作任何用途。

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