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掃把妹 發問時間: 商業與財經投資 · 1 0 年前

請教基金問題-安泰全球高股息(20點)

我本人對投資工具不甚了解

現在在修習投資學

恰巧需要分析一檔基金

但是過程中有很多地方不懂

請這方面有研究的人幫幫忙...

1.績效表中的:"年化標準差" "Sharpe" " β"各代表什麼意思

2.績效表中"指數指標漲跌幅%vs月報酬率%比較"代表什麼

3.持股方面以北美區域為大宗,可能有什麼影響

4.體檢表中"相關費用比率"偏高對投資人的影響

5.請教您個人對本基金未來趨勢的預測(看好or...)

不好意思,初學者的問題可能有點無法切入重點

請多包涵!

已更新項目:

請參考"基智網"數據

1 個解答

評分
  • 1 0 年前
    最佳解答

    Sharpe ratio is a measure of how the asset (asset class) is doing (better or worse) against the the risk that you are taking (meaning volatility - in other words, standard deviation) in layman's term. It is a measure of the mean excess return per unit of risk in an investment asset or a trading strategy. It's to see if your choice of strategy is performing better than the amount of risk you are taking, and hence a good strategy. If the asset or strategy your banker is showing you right now has a good sharpe ratio - consider it, given that the volatility is within your acceptance range.

    β is 'beta', which is the measure of the market norm (the market condition) against your stock. A positive beta means your stock will rise faster in a bull market than the market as a whole. A negative beta means your stock drops less than the market in a bear market. It is a measure of a stock (or portfolio)'s volatility in relation to the rest of the market. Beta is calculated for individual companies using regression analysis. It is a good measure when you are balancing your portfolio so that it is very positive (aka - higher risk), negative (aka - defensive), or to keep it neutral when counterbalancing a particular strategic holding/position - this is one of the methods used by hedge funds to become market neutral in equity long / short.

    2007-06-02 02:22:43 補充:

    高股息 (high dividend yield?) is yesterday's strategy (three years to be exact) - don't bother. US income tax laws takes a withholding tax on ALL dividend yields so your investment return AFTER TAX will be 40% less. This applies to ALL NATIONALITIES so it doesn't matter what you wrote on your W8 BEN.

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