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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   

有所不同的是嘉实领航,其选择的业绩比较基准是“中证800股票指数收益率×20%+中债综合财富指数收益率×70% + Wind商品综合指数收益率×10%”,相对而言更加完整。

正如一位第三方评价机构人士所说,其实策略本身并不重要,重要的是——策略怎么为目标服务。一只FOF不管采用什么策略,最后都会切割成每一类资产的精选基金。“所以如果比较基准就单是战胜某个股票指数,那做的时候就以这个为目标,也不用再选其他资产了,列出很多标的资产也没有意义。相比之下,完整的比较基准更能发挥多资产的作用。”

不过他同时表示,这5只基金都没有选择中证基金指数作为基准,而集体选择了股票指数也是有点出乎意料。“传统基金也是这样的标准,作为一类投资基金的新基金产品,沿用这样的基准就没有什么新意了。”

专家建议:选公募FOF重点看这几项

王广国建议,普通投资者在选择FOF基金的时候应重点关注以下几项:首先是衡量该基金是否跑赢了其业绩比较基准;其次看基金配置的资产对基准的偏离程度大不大,尽量选择偏离程度小的;最后才是看谁的收益水平高。

业绩比较基准的重要性《每日经济新闻》记者已经分析过了,那么,基金配置的资产对基准的偏离又该如何理解呢?

王广国解释,FOF基金在投资时,通常会设定一个中枢仓位,之后也可以出现偏离,但程度不要太大,因为偏离太大容易犯错、产品的风险属性也不稳定。

“只有这么做,才能给投资者一个稳定的风险收益预期,让投资者能够很好地理解这只基金,而不是换一个基金经理、产品的配置和风格就完全不一样了。公募FOF应该杜绝这种现象,哪怕有所变动,还是按照基准、在上下偏离的幅度内去做,给投资者呈现比较稳定的风险收益和投资风格。”

值得一提的是,在率先亮相的其中两只FOF基金公告中,明确对于投资范围中的仓位偏离提出了10%的限制,这在上述第三方机构人士看来是一个相当大的进步。“尽量对自己约束大一点,这是好事。”

“FOF 开启了用业绩比较基准来衡量一只基金的大门,因此投资者在选择的时候也要转变观念、摒弃只看业绩选基金的传统习惯了。”王广国总结道。

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