高手门请谈谈这个fund

开始了 · 发表于 7-11-2006 23:47:00|来自：新加坡

Henderson European Property Securities谢谢！！！

DIYer · 发表于 10-11-2006 21:12:00|来自：新加坡

<div class="msgheader">QUOTE:</div><div class="msgborder">以下是引用开始了在2006-11-7 23:47:00的发言： Henderson European Property Securities谢谢！！！</div>非常不错的基金，投资欧洲房地产股票，2002年涨15.15%，2003年涨37.72%，2004年涨44.59%，2005年涨19.94%，2006年到今天为止涨大概36%，过去五年涨幅惊人。房地产基金是投资组合的一个主要组成，但不是全部。我们提倡全面分散投资，单一投资一种基金，风险相当高。

DIYer · 发表于 10-11-2006 21:42:00|来自：新加坡

<div class="msgheader">QUOTE:</div><div class="msgborder">以下是引用开始了在2006-11-10 21:31:00的发言： 谢谢DIYer昨天已经买进了，我是看重这个基金过去得表现稳定。其实我个人觉得，买基金就应该买风险高一点了，比较基金风险比股票已经小了很多了，在买低风险得基金那么收益就更少了。呵呵。而且我也没买过欧洲或者房地产的基金，也没投太多的钱。DIYer可不可以在评价一下，欧洲特别是UK的房地产的今后两年的走势行情？我在网上也没找到合适的资料。选这个就是看重了这个基金的以往表现。再次多谢DIYer。</div>该基金的基金经理一直看好欧洲特别是UK的房地产，他的评论：Managers¡¯ comment European equity markets made good progress in September. Investors were reassured by the Federal Reserve Board¡¯s decision to leave interest rates on hold again, by the sharp decline in the oil price and by persistent bid activity. Property equities also performed well during the month. The Fund took advantage of this, and recorded its highest share price to date. Despite this, the Fund slightly underperformed its benchmark.   We have maintained our overweight position in the UK. During the month we topped up holdings in British Land, Derwent Valley, Great Portland Estates and Land Securities.  We took part in the IPO of Invista Real Estate, a property fund management company spun off by banking group HBOS and a placing of new shares in Teesland iOG, a pan-European property fund and asset management company. These purchases increase the Fund¡¯s exposure to property fund management, a subsector which we believe offers good growth prospects. Elsewhere, we continued to build our position in the French based Unibail.  Finally, we added to our holding in German company IVG Immobilien following the announcement of a new strategy by the incoming CEO.   Although short-term interest rates in Europe and, to a lesser extent, the UK will probably continue to rise, we think that the outlook for the property market is good with potential for rental growth in key office markets, particularly London and Paris. There is also scope for continued yield compression in Europe.

[此贴子已经被作者于2006-11-10 21:43:04编辑过]

开始了 · 发表于 10-11-2006 21:31:00|来自：新加坡

谢谢DIYer昨天已经买进了，我是看重这个基金过去得表现稳定。其实我个人觉得，买基金就应该买风险高一点了，比较基金风险比股票已经小了很多了，在买低风险得基金那么收益就更少了。呵呵。而且我也没买过欧洲或者房地产的基金，也没投太多的钱。DIYer可不可以在评价一下，欧洲特别是UK的房地产的今后两年的走势行情？我在网上也没找到合适的资料。选这个就是看重了这个基金的以往表现。再次多谢DIYer。

DIYer · 发表于 10-11-2006 21:47:00|来自：新加坡

<div class="msgheader">QUOTE:</div><div class="msgborder">以下是引用开始了在2006-11-10 21:31:00的发言： 谢谢DIYer昨天已经买进了，我是看重这个基金过去得表现稳定。其实我个人觉得，买基金就应该买风险高一点了，比较基金风险比股票已经小了很多了，在买低风险得基金那么收益就更少了。呵呵。而且我也没买过欧洲或者房地产的基金，也没投太多的钱。DIYer可不可以在评价一下，欧洲特别是UK的房地产的今后两年的走势行情？我在网上也没找到合适的资料。选这个就是看重了这个基金的以往表现。再次多谢DIYer。</div>dollarDEX在12月2日主办一个年度投资讲座，主题“2007: Stocks, property, or bonds?”，可以去听一下，免费。<a href="https://www.dollardex.com/sg/index.cfm?current=events/events1&productID=43">https://www.dollardex.com/sg/index.cfm?current=events/events1&productID=43</a>

开始了 · 发表于 10-11-2006 21:47:00|来自：新加坡

这个我也看到了，但是总是觉得好像王婆说自己的瓜好一样。。[em07]所以一直在找第三方的观点。多谢。。

高手门请谈谈这个fund

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