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標題: 股災 D 基金又點呢? [打印本頁]

作者: mmr.ren 時間: 2007-1-24 15:27 標題: 股災 D 基金又點呢?

唔會唔好似散戶咁, 博命爛平爛賤放貨, 定係會索性坐貨算呢?

作者: xoe2004 時間: 2007-1-24 16:09

mostly likely half and half what you said.

作者: b4321 時間: 2007-1-24 16:14

引用:

原帖由 mmr.ren 於 2007-1-24 03:27 PM 發表
唔會唔好似散戶咁, 博命爛平爛賤放貨, 定係會索性坐貨算呢?

They will ignore short term fluctuation. This "noise" is meaningless.
Since they are holding each shares in big volumn, so they cannot
sell/buy freely as we are and they should not buy/sell too frequent.
There are many internal restriction.

But if the fundamental is changed or their target is reached, they will
sell.

作者: golfzenith 時間: 2007-1-25 00:00

unless many investors want to redeem, the unit trust will still hold.

作者: peninsula 時間: 2007-1-25 09:28

引用:

原帖由 golfzenith 於 2007-1-25 12:00 AM 發表
unless many investors want to redeem, the unit trust will still hold.

Hope so. I have over USD100K there.

作者: leoxi 時間: 2007-1-25 10:06

by the time if fund managers reposition their portfolios, the market is already in pretty bad shape

作者: joeyyung 時間: 2007-1-25 13:04

係會索性坐貨....may be

作者: 波記 時間: 2007-1-25 13:04

引用:

原帖由 peninsula 於 2007-1-25 09:28 AM 發表

Hope so. I have over USD100K there.

100k me too...but hkd~~

作者: peninsula 時間: 2007-1-25 13:59

引用:

原帖由波記於 2007-1-25 01:04 PM 發表
100k me too...but hkd~~

I don't usually invest in funds but some markets, you can never participate in directly eg. Russia, Latin America, India and Vietnam.

作者: 波記 時間: 2007-1-25 14:10

引用:

原帖由 peninsula 於 2007-1-25 01:59 PM 發表

I don't usually invest in funds but some markets, you can never participate in directly eg. Russia, Latin America, India and Vietnam.

Good return for these markets last year~~

作者: peninsula 時間: 2007-1-25 14:15

引用:

原帖由波記於 2007-1-25 02:10 PM 發表
Good return for these markets last year~~

yes

作者: b4321 時間: 2007-1-25 14:17

引用:

原帖由 peninsula 於 2007-1-25 01:59 PM 發表

I don't usually invest in funds but some markets, you can never participate in directly eg. Russia, Latin America, India and Vietnam.

Vietnam? I know JF 's Vietnam fund was fully subscribed on day 1.
And we can only invest in Vietnam by Asean fund, but the Vietnam
portion is very little and classified in the "Others" section.

Which Vietnam fund do u buy?

作者: peninsula 時間: 2007-1-25 15:10

引用:

原帖由 b4321 於 2007-1-25 02:17 PM 發表
Vietnam? I know JF 's Vietnam fund was fully subscribed on day 1.
And we can only invest in Vietnam by Asean fund, but the Vietnam
portion is very little and classified in the "Others&qu ...

Fidelity or Templeton - can't remember the allocation but not large. There is no pure Vietnam play except JF, right?

作者: potatogundam 時間: 2007-1-25 16:14

引用:

原帖由 peninsula 於 2007-1-25 03:10 PM 發表

Fidelity or Templeton - can't remember the allocation but not large. There is no pure Vietnam play except JF, right?

JF 基金經理比以前差, 大家小心

作者: potatogundam 時間: 2007-1-25 16:16

引用:

原帖由 peninsula 於 2007-1-25 03:10 PM 發表

Fidelity or Templeton - can't remember the allocation but not large. There is no pure Vietnam play except JF, right?

JF 基金經理比以前差, 大家小心

作者: peninsula 時間: 2007-1-25 18:00

引用:

原帖由 potatogundam 於 2007-1-25 04:14 PM 發表
JF 基金經理比以前差, 大家小心

I know that's why I avoid JF.

作者: coolbe 時間: 2007-1-27 04:03

u have to understand that mutual fund can lend their shares to other financial institution (Margin) and that they are able to bid down prices and make a profit in that process. Small investors like us CAN ONLY bid prices up and earn a return but BIG MUTUAL FUND and others financial instituion can make a return either by a) bidding up prices or b) by holdings shares and then bid down prices while buying on MARGIN

作者: b4321 時間: 2007-1-27 11:26

引用:

原帖由 coolbe 於 04:03 AM 發表
u have to understand that mutual fund can lend their shares to other financial institution (Margin) and that they are able to bid down prices and make a profit in that process. Small investors lik ...

Whether the funds can use any derivatives to lend or borrow any shares should depend on the fund nature when estabilised. For many traditional funds, they can only hold shares and cash but not allowed to use any derivatives. Also, the % of cash is well stated inside the fund rules.

So in case if the market crashes, the traditional funds can only cash the shares as much as possible. But since cash can only occuply a few %, so the fund price cannot escape fm dropping.

Since traditional funds can win on 1 direction trading, there are some new kind of funds. The absolute return and freestyle funds.

Absolute return can use derivatives to trade on both sides. However, the entry is USD50K and most likely, they will charge "performance fee". But in a pure bullish wave, the performance of an absolute return funds should be less than a traditional funds, becoz absoulte funds should use part of the cash to hedge for downturn risk, while the traditional funds can use all resource for catching the upturn wave.

Freestyle can have much feasiblity to hold more % of cash. For example if the market downturns, the freestyle can hold 100% cash insteads of shares. It all depends on the policies when the funds establised.

[ 本帖最後由 b4321 於 11:52 AM 編輯 ]

作者: golfzenith 時間: 2007-1-27 23:27

Wow, guys on this forum are rich! US100k on mutual fund

作者: peninsula 時間: 2007-1-29 11:22

引用:

原帖由 golfzenith 於 2007-1-27 23:27 發表
Wow, guys on this forum are rich! US100k on mutual fund

USD100K is not much these days. You have to consider the age and background of each person on this forum ma!

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