°òª÷¸g²zµ¦²¤©Ê§ë¸ê
«C·ý¤£¨üÃöµ|¼vÅT¥ø·~
¡i©ú³ø±M°T¡j¥þ²y¶T©ö¾Ôºò±i±¡¶Õ¤É°ª¡A¥¿«P¨Ï¤@¨Ç°ê»Ú¤Wªí²{³Ì¦nªº°òª÷¸g²z§ä´M³Ì«á¤´¯à³Ó¥Xªº¤½¥q§ë¸ê¡C¥]¬AAllianceBernstein¡ACauseway Capital Management¤ÎJanus Hendersonµ¥¤½¥qªº°òª÷¸g²z²{¦b³£¶}©lµ¦²¤©Ê§ë¸ê¡A±q·N¤j§Q³Ì¤j»È¦æ¨ì¤¤°ê³Ì¤j¹q¤l°Ó°È¤½¥q¤£µ¥¡A§Æ±æ¯à°÷¤£¨ü¥þ²y¶T©ö¾Ôªº¼vÅT¡C
³o¨Ç¤j¤½¥qªº°òª÷¸g²z²{¦b§ë¸êªº¤è¦V¬O§ä´M¦b°ê¤º¾P°â«Ü¦n¡A¥B¤£·|¨ü¨ìÃöµ|¼vÅTªº°Ó·~¡A©Î¦b¥«³õ¤W¦³¥D¾É¦a¦ìªº°Ó·~¡A©Îª¾ÃѲ£Åv¥O®ø¶OªÌ§Y¨Ï¦b¥[µ|ªº±¡§Î¤U¤]·|ÁʶRªº°Ó·~¡C
¾Ö¦³22»õ¸ê²£ªºJanus Henderson Global Select fund§ë¸ê²Õ¦X¸g²z¼¯¨½´µ(George Maris)ªí¥Ü¡G¡uÃöµ|ªº¼vÅT¦b§Ú̪º§ë¸ê¨M©w¤¤º¥º¥¦û¤F«Ü¤jªº¤ñ¨Ò¡C¡v
¼¯¨½´µªí¥Ü¡A¥L¤w¸g¼W¥[¹ï¤¤°ê¹q¤l°Ó°È¥¨À¼ªü¨½¤Ú¤Ú±±ªÑ¶°¹Îªº§ë¸ê¡Cªü¨½¤Ú¤Ú¦b¤¤°ê°ê¤º¦û¦³¥D¾Éªº¦a¦ì¡C
¬ü°êÁ`²Î¯S®Ô´¶¤W©P¤ªí¥Ü¡A¥L±NÄ~Äò°õ¦æ¹ï¤¤°ê¶i¤f³f¶}¼x500»õ¤¸Ãöµ|ªº¨M©w¡A¬ü¤¤¨â°ê¶¡¶T©ö¤j¾Ô¤@IJ§Yµo¡C¤¤°ê¤wªí¥Ü±N¹ï¯S®Ô´¶ªº§@ªk°µ¥X¬ÛÀ³ªº³ø´_±¹¬I¡C
¯S®Ô´¶¤W©P¥½¦bG7®p·|µ²§ô«á¤]³d½|§ù¾|¦hÁ`²z¡u¤£¸Û¹ê¤Î³n®z¡v¡A¨Ã«Â¯Ù¦b¿û¡B¾Tµ|¥~¡A¥i¯à·|¹ï¥[®³¤j¿é¬ü¨T¨®¥[¼x25%Ãöµ|¡C¼Ú·ù²{¦b¤]¦b¥@¬É¶T©ö²Õ´¬D¾Ô¯S®Ô´¶¶}¼xªº¿û¡B¾Tµ|¡A¨Ã¦b¬ãÀÀ³ø´_²M³æ¡C
Ãöµ|ªº«Â¯Ù¤Î¬ü°ê§Q²v¤É°ª¡A´¿¦b2¤ë¥÷³y¦¨¥þ²yªÑ¥«¤j¶^¡C¦Û2¤ë¥H«á¡A¥þ²y¥DnªÑ¥««ü¼Æ¤S§i¦^¤É¡C¬ü°ê¼Ð´¶500«ü¼Æ¤µ¦~¥H¨Ó¤w¤W¤É¤F4.91%¡A¼Ú¬wStoxx 600«ü¼Æ¤]¤W¤É¤F2.51%¡C
¾Ö¦³87»õ¤¸¸ê²£ªºCauseway International Value fund§ë¸ê²Õ¦X¸g²z¼}´°(Conor Muldoon)ªí¥Ü¡A¶T©ö¤Î¨ä¥L§»Æ[¸gÀÙÅU¼{¥¿¡u´£¨Ñµu´Á¾÷·|¡v¡C¸Ó°òª÷¤@ª½¦b¼W«ù·N¤j§Q»È¦æUniCredit SpAªÑ²¼¡C·N¤j§Q³Ìªñªº¿ïÁ|«¿U¸Ó°ê·|°h¥X¼Ú¤¸°Ïªº¼~¼{¡AUniCredit SpAªÑ²¼¦]¦¹¾D¨ì©ß°â¡C¼}´°ªº°òª÷¦P®É¤]¥[«ù»sÃĤ½¥qªºªÑ²¼¡C
¾Ö¦³7700¸U¸ê²£ªºAB International Strategic Core °òª÷¦@¦P§ë¸ê²Õ¦X¸g²z¤s¦Ì¹a¤ì(Sammy Suzuki)ªí¥Ü¡A¬Y¨Ç¥«³õ¬ì§ÞªÑ°ÊÀúªº«Â¯Ù¤£¨È©óÃöµ|¹ï¤@¨Ç¸ó°ê¤½¥qªº«Â¯Ù¡A¦]¦¹¥LºÞ²zªº°òª÷¤ñ¸û¤¤·N©ó¤ñ¸û¤£Åã²´ªº¬ì§Þ¤½¥q¡A¦Ó«DªÑ»ù¤w¸´ªº¨È°¨»¹(Amazon.com Inc)¤ÎNetflix³o¼Ëªº¤½¥q¡C