金山投資理財

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jim366 (熱門博主)
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My fund

(2017-12-30 18:12:02) 下一個

My fund is a kind of the fund of funds.

It consists of 6 candian mutual funds. 

Asset calss should belong to the Glabal Euqity Balanced.

MER is 0.89%

As of Dec 29,2017, the perforamce of my fund is

年數

TSX

jim366

1 year

6.03%

12.73%

2 year

11.62%

7.75%

3 year

3.47%

8.63%

4 year

4.44%

8.12%

5 year

5.45%

7.84%

7 yeqrs

2.71%

3.86%

10 year

1.60%

5.89%

15 years

6.16%

11.06%

3 year risk= 6.75 VS TSX@7.74.

3 yaer beta=0.39

Asset Allocation: stocsk(75%),bond(16%),Cash(9%).

US equity

17.18%

Fixed income

15.33%

Internatinalequity Equity

27.96%

Canadian equity

29.81%

cash

9.41%

other

0.31%

 

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