2006年板塊回報率成長一攬

今日環球郵報刊登了2006年板塊回報率成長一攬表,如下:

Average per-cent return for 38 asset classes. Average annual returns as of Dec. 31, 2006.

Asset class	One-year-return	Three-year-return	Five-year-return
Aggressive growth
1. Asian ex-Japan equity	+45.3%	+14.9%	+10.2%
2. Precious metals	+44.1	+16.5	+31.8
3. Emerging markets equity	+34.4	+26.7	+18.8
4. Real estate	+33.9	+22.5	+17.1
5. Financial services	+20.2	+12.3	+5.2
6. Canadian smallcap equity	+15.9	+16.5	+16.3
7. Asian & Pacific Rim equity	+13.4	+11.8	+7.6
8. Natural resources	+13.0	+24.2	+25.1
9. U. S. small & midcap. equity	+9.9	+7.8	+2.1
10. Alternative strategies	+9.4	+9.2	+8.7
11. Science & technology	+7.8	+1.3	-5.3
12. Specialty & miscellaneous	+5.7	+8.8	+9.7
13. Health care	+5.6	+3.3	-3.5
14. Labour sponsored venture capital	+1.1	+2.7	-2.0
15. Japanese equity	-0.9	+8.2	+5.5

Income	One-year-return	Three-year-return	Five-year-return
1. High-yield bond	+7.2%	+4.9%	+6.4%
2. Foreign bond	+3.6	-0.1	+2.4
3. Cdn. short-term bond & mortgage	+3.3	+2.8	+3.2
4. Canadian bond	+2.8	+4.7	+5.2

Capital preservation	One-year-return	Three-year-return	Five-year-return
1. U.S. money market*	+4.1%	+2.2%	+1.5%
2. Canadian money market	+3.1	+2.1	+2.0

Growth	One-year-return	Three-year-return	Five-year-return
1. Canadian equity	+15.5%	+14.7%	+10.3%
2. Canadian equity (pure)	+14.7	+15.1	+10.3
3. Canadian focus equity	+14.2	+12.0	+13.0

Growth and income	One-year-return	Three-year-return	Five-year-return
1. Global balanced equity focus	+12.6%	+8.8%	+4.9%
2. Cdn. dividend & equity income	+12.4	+15.1	+11.5
3. Canadian tactical asset allocation	+10.6	+11.1	+8.3
4. Global balanced	+10.0	+7.3	+4.7
5. Canadian balanced equity focus	+9.3	+10.0	+7.2
6. Canadian balanced	+8.9	+8.5	+6.3
7. Canadian income balanced	+8.4	+9.6	+8.4
8. Cdn. balanced fixed income focus	+5.0	+5.4	+4.9
9. Canadian income trusts	+2.4	+14.3	+15.8

International Growth	One-year-return	Three-year-return	Five-year-return
1. European equity	+32.4%	+15.7%	+7.0%
2. International equity	+23.6	+14.4	+6.5
3. Global equity	+16.7	+9.8	+3.5
4. North American equity	+12.7	+9.2	+2.5
5. U. S. equity	+11.3	+5.0	-0.9

Returns do not reflect U. S. dollar exchange rate changes.

Canadian focus equity = 50 - 70% Canadian equities, Canadian equity= 70 - 95%, Canadian equity ( pure) = minimum 95%.

Percent returns are average annual compound returns as of Dec. 31, 2006. Calculations assume reinvestment of distributions.


其中,我們2007年板塊投資主題: 黃金列第二,資源第八,新興產業列第三,中國列第一,科技列第11