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南方基金鱼晋华:做好大类资产配置 迎接公募FOF
2017-08-28 08:15:51 中国经济网
以基金经理为核心的评价
目前市场适合FOF产品运作么?鱼晋华给出了肯定的答复。
在鱼晋华看来,FOF产品策略不同,适合的市场环境也略有不同。就配置型FOF来讲,只要在大类资产间的相关性处于正常的较低水平的市场环境下都是适合配置型FOF运作的。“具体展望下半年,股债相关性有望逐步回归正常,然而,单一市场波动依然较大,因此,对于目前市场是适合FOF产品运作的。”
从大类资产配置角度看,鱼晋华进一步表示,预计在未来相当长的一段时间内,权益方面有持续选股能力的基金经理有望创造明显的超额收益;债券方面,中短期品种票息保护有足够配置价值;境外市场,无论是发达市场还是新兴市场,对于FOF组合均有较大的配置价值;在地缘风险的潜在刺激下,黄金的配置价值也凸显。
而具体谈FOF运作时,鱼晋华表示,做好大类资产配置,包含战略资产配置、战术资产配置以及产品层面的配置三个层面。她尤其提及筛选基金主要从定量和定性两个角度进行基金评价。
“市场较为关心的是定性评价,一般包括公司、投研团队、基金经理三个层面的评价。”鱼晋华表示,优质的基金管理人首先是从投资者利益出发的,注重对风险和收益的把控;其次有较为清晰的投资管理流程,注重投资收益的稳定性和持续性;此外具有较强的自律、自信和自我反省的性格特点,有较强的好奇心和持续学习的动力,也较为清楚知道自己的能力边界。基金经理是基金的灵魂人物,但人无完人,都会存在短板,因此公司管理结构、投研团队实力、公司文化以及基金经理与投研团队的配合情况也成为管理人筛选中的重要一环。
至于市场担忧公募FOF能否“一炮打响”,鱼晋华表示,从海外FOF发展历程来看,FOF的发展是一个循序渐进的过程。“运作FOF需要从客户角度出发,从产品设计之初就对目标客户以及目标客户的风险收益特点、投资目标等有较为准确的定位,用持续优异的业绩为客户带来良好体验,从而逐步获得市场的认可。”鱼晋华表示。
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