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5只公募FOF正式发行 我们教你这样选

2017-09-27 07:22:56   

每经记者 李 蕾 每经编辑 肖鴻月

9月23日,5只公募FOF(基金中基金)集体公布基金合同、招募说明书等发行文件,让市场一下子沸腾了;昨日(9月26日),这5只FOF也正式发行。创新型产品的出现,仿佛瞬间点燃了行业和投资者的激情,各种讨论让这个初秋也变得火热。

不过,多位接受《每日经济新闻》记者采访的专家却告诉我们,在大量有益的探讨中,大家似乎忽视了一项重要内容——对于FOF基金业绩比较基准的关注。

今天,我们要给大家划的重点就是,“公募FOF将开启用业绩比较基准衡量基金的新大门,今后,投资者在选择FOF时,应当摒弃过去看业绩、排名等传统观念,转而主要参考其比较基准。”

被忽视的关键:重新认识业绩比较基准

既然要说“业绩比较基准”,就先来释义一番,其实它就像“及格线”一样,是基金公司给基金设定的一个想要达到又有可能达到的预期目标。

一般说来,债券基金和货币基金的业绩比较基准,会与某些债券指数或活期存款利率挂钩,例如同期七天通知税后存款利率。而股票型基金和混合型基金等权益类基金的业绩比较基准,通常是由某个股票指数和债券指数复合而成,相对而言更复杂。

虽然过去,机构都一直宣称投资者可通过基金收益率与基金业绩比较基准的差异,来衡量基金业绩,不过真正这么做的可以说非常少。大家一般还是会以基金的收益率、业绩排名、规模、基金管理人等作为主要维度,看哪只表现好就选哪只。

不过在盈米财富副总裁、盈米FOF研究院院长王广国看来,如果未来还是用上述标准挑选FOF基金,那么“FOF的出现就没有意义了”。

“如何选择一只FOF、未来这只FOF基金有没有生命力?其实刚开始运作起来的时候很关键。如果FOF始终围绕它的业绩比较基准去做,每年在运作过程中,都能不断实现它的目标、战胜自己的基准,而不是单纯用收益率去吸引投资者,那么这只FOF就是成功的。所以在看到发行文件的时候,我最关注的是,这5只基金的业绩比较基准,它们的基准也是完全不同的。”

看投资策略不如聚焦业绩比较基准

《每日经济新闻》记者了解到,5只FOF基金的业绩比较基准还是有很大差异的。

其中,华夏聚惠稳健、南方全天候策略、海富通聚优精选,采取的是“沪深300指数+上证国债指数”模式,只不过具体权重略不同——海富通的沪深300指数收益率占70%,比其他两只高出不少,也可以看出,其是一只中高风险的FOF基金。而建信福泽安泰选择的基准是“中证800指数+中债综合财富指数收益率”,权重倒与华夏、南方的两只FOF差异不大。

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