在售Netwealth基金

大多数的中国家庭的国际资产配置中或以美元形式的存款,或者是购置海外房产。

这些不仅仅是唯一的选择。

我们提供更广阔的国际投资视野并且关注您的投资最大化收益以及最小化投资成本,例如房产投资所产生的税费以及管理费。

通过我们的金额服务,您将节省去海外投资实地考察的时间和成本。

同时,您可以以一名股东的身份参与海外各行各业的投资行为。

所以,我们推荐您投资到Netwealth基金。

我们公司AIIM具备金融顾问服务资质,并且拥有对中国金融产品、澳洲金融产品深谐的专业员工。

我们将乐意为您的家庭资产全球化配置、增值服务。

Netwealth 集团隶属于Heine Brothers集团,Heine Brothers集团于1865在欧洲成立,它是一家拥有悠久历史的从事国际贸易和金融服务的私有制公司。Netwealth 基金公司通过它众多的非上市的附属子公司提供创新服务。

同时,该公司基金产品和养老年金基金产品是他们的拳头产品,在市场上有着很好的口碑。

Netwealth Managed funds suitable for Investment

在售Netwealth基金

A. 积极型

Morningstar Rating: 4 stars

晨星评级: 4 星

Average return pa over last 4 years: 11.81%

过去四年年平均回报率:11.81%

Minimum Initial Investment: $1000

起投金额:1000澳币

Entry Price 12 Feb 2016: $1.3369

2016年2月12日购买价:1.3369澳币

Distributions Frequency: Quarterly

每季分红

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

基金管理方:Netwealth 基金公司

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Equity 31.54% and in Cash 26.06% via investment in sector trusts. The top 5 sectors are real Estate 16.52%, Energy 14.99%, Financial Services 11.84%, Utilities 11.57% and Consumer Cyclical 8.73%. Those sectors invest in Australia27.85%, United States 15.35%, Japan 15.08%, United Kingdom8.37% and France 3.45%.

该基金投资于混合资产以及可转换资产,通过参与到国际市场的各行各业,其大部分资金投资于国际资产,占比整个基金资产的31.54%;其次,持现金部分占到整个基金池的26.06%。排列在该基金所涉及的前五位行业分别是:地产业16.52%,能源业14.99%,金融服务业11.84%,公共事业11.57%,消费周期型行业8.73%。所有被投资的产业覆盖在澳大利亚27.85%,美国15.35%,日本15.08%,英国8.37%,法国3.45%地区。

 

Netwealth Managed funds suitable for Investment

在售Netwealth基金

B. Active High Growth,

积极高增长型

Morningstar Rating: 3 stars

晨星评级:3星

Average return pa over last 5 years: 8.60%

过去五年的年平均回报率:8.60%

Minimum Initial Investment: $1000

起投金额:1000澳币

Entry Price 12 Feb 2016: $0.8138

2016年2月12日购买价:0.8138澳币

Distributions Frequency: Quarterly

每季分红

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

基金管理方:Netwealth 基金公司

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Equity 37.21% and in Cash 23.78% via investment in different sector trusts. The top 5 sector are real Estate 16.52%, Energy 14.99%, Financial Services 11.84%, Utilties 11.57% and Consumer Cyclical 8.73%. Those sectors have been involved in Australia27.85%, United States 15.35%, Japan 15.08%, United Kingdom8.37% and France 3.45%.

该基金投资于混合资产以及可转换资产,通过参与到国际市场的各行各业,其大部分资金投资于国际资产,占比整个基金资产的37.21%;其次,持现金部分占到整个基金池的23.78%。排列在该基金所涉及的前五位行业分别是:地产业16.52%,能源业14.99%,金融服务业11.84%,公共事业11.57%,消费周期型行业8.73%。所有被投资的产业覆盖在澳大利亚27.85%,美国15.35%,日本15.08%,英国8.37%,法国3.45%地区。

 

Netwealth Managed funds suitable for Investment

在售Netwealth基金

C. Active Balanced,

积极稳定型

Morningstar Rating: 3 stars

晨星评级:3星

Average return pa over last 5 years: 7.43%

过去5年年平均回报率:7.43%

Minimum Initial Investment: $1000

起投金额:1000澳币

Entry Price 12 Feb 2016: $0.7372

2016年2月12日购买价:0.7372澳币

Distributions Frequency: Quarterly

按季分红

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

基金管理方:Netwealth基金公司

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in Cash 36.15% and in International Equity 22.41% via investment in different sector trusts. The top 5 sector are real Estate 34.06%, Financial Services 13.53%, Technology 12.24%, Healthcare 11.27% and Consumer Cyclical 9.52%. Those sectors have been involved in United States 22%, Australia 14.78%, Hong Kong 12.25%, Japan 11.18%, Taiwan 8.68%.

该基金投资于混合资产以及可转换资产,其大部分资金为持现金形式,占比整个基金资产的36.15%; 其次,该基金投资于国际资产,占比整个基金资产的22.41%。该基金通过参与到国际市场的各行各业获得有效收益率,排列在该基金所涉及的前五位行业分别是:地产业34.06%,金融服务业13.53%,科技行业12.24%,医疗健康业11.27%,消费周期型行业9.52%。所有被投资的产业覆盖在美国22%,澳大利亚14.78%,香港12.25%,日本11.18%,台湾8.68%地区。

 

Netwealth Managed funds suitable for Investment

在售Netwealth基金

D. Active Conservative,

积极偏保守型

Morningstar Rating: 3 stars

晨星评级:3星

Average return pa over last 3 years: 5.90%

过去3年年平均回报率:5.9%

Minimum Initial Investment: $1000

起投金额:1000澳币

Entry Price 12 Feb 2016: $1.1038

2016年2月12日购买价格:1.1038澳币

Distributions Frequency: Quarterly

按季分红

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

基金管理方:Netwealth基金公司

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in Cash 45.16% and in Domestic Fixed Interest 15.71% via investment in different sector trusts. The top 5 sector are real Estate 16.52%, Energy 14.99%, Financial Services 11.84%, Utilties 11.57% and Consumer Cyclical 8.73%. Those sectors have been involved in Australia27.85%, United States 15.35%, Japan 15.08%, United Kingdom8.37% and France 3.45%.

该基金投资于混合资产以及可转换资产,其大部分资金为持现金形式,占比整个基金资产的45.16%; 其次,该基金投资于国债、固定收益债券、定期存款,占比整个基金资产的15.71%。该基金通过参与到国际市场的各行各业获得有效收益率,排列在该基金所涉及的前五位行业分别是:地产业16.52%,能源业14.99%,金融服务业11.84%,公共事业11.57%,消费周期型行业8.73%。所有被投资的产业覆盖在澳大利亚27.85%,美国15.35%,日本15.08%,英国8.37%,法国3.45%地区。

 

Netwealth Managed funds suitable for Investment

在售Netwealth基金

E. Index Opportunities Balanced,

指数套利平衡型

Morningstar Rating: 4 stars

晨星评级:4 星

Average return pa over last 5 years: 7.93%

过去5年年平均回报率:7.93%

Minimum Initial Investment: $1000

起投金额:1000澳币

Entry Price 12 Feb 2016: $0.7921

2016年2月12日购买价格:0.7921澳币

Distributions Frequency: Quarterly

按季分红

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

基金管理方:Netwealth基金公司

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Equity 28.50% and International Fixed Interest 28.20% via investment in different sector trusts. The top 5 sectors are Financial Services 29.13%, real Estate 11.70%, Consumer Defensive 9.38%, Industrials 8.27% and Basic Materials 7.84%. Those sectors have been involved in Australia 35.02%, United States 25.93%, Netherlands 6.76%, United Kingdom 6.01% and Japan 5.23%.

该基金投资于混合资产以及可转换资产,通过参与到国际市场的各行各业,其大部分资金投资于国际资产,占比整个基金资产的28.50%;其次,该基金投资于全球各国国债、固定收益类公司债、定期存款,占比整个基金资产的28.20%。排列在该基金所涉及的前五位行业分别是:金融服务业29.13%,地产业11.70%,消费防御型行业9.38%,工业8.27%,基础原材料业7.84%。所有被投资的产业覆盖在澳大利亚35.02%,美国25.93%,荷兰6.76%,英国6.01%,日本5.23%地区。

 

Netwealth Managed funds suitable for Investment

在售Netwealth基金

F. Index Opportunities Growth,

指数套利增长型

Morningstar Rating: 2 stars

晨星评级:2 星

Average return pa over last 3 years: 9.14%

过去3年年平均收益率:9.14%

Minimum Initial Investment: $1000

起投金额:1000澳币

Entry Price 12 Feb 2016: $0.9291

2016年2月12日购买金额:0.9291澳币

Distributions Frequency: Quarterly

按季分红

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

基金管理方:Netwealth基金公司

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Equity 40.50% and International Fixed Interest 20.60% via investment in different sector trusts. The top 5 sectors are Financial Services 28.27%, real Estate 10.99%, Consumer Defensive 9.27%, Industrials 8.59% and Healthcare 8.32%. Those sectors have been involved in Australia 35.18%, United States 26.79%,United Kingdom 6.17% and Japan 5.83% and Netherlands 5.23%。

该基金投资于混合资产以及可转换资产,通过参与到国际市场的各行各业,其大部分资金投资于国际资产,占比整个基金资产的40.50%;其次,该基金投资于全球各国国债、固定收益类债券、定期存款,占比整个基金资产的20.60%。排列在该基金所涉及的前五位行业分别是:金融服务业28.27%,地产业10.99%,消费防御型行业9.27%,工业8.59%,医疗健康业8.32%。所有被投资的产业覆盖在澳大利亚35.18%,美国26.79%,英国6.17%,日本5.83%,荷兰5.23%地区。

 

Netwealth Managed funds suitable for Investment

在售Netwealth基金

G. Index Opportunities Conservative,

指数套利保守型

Morningstar Rating: 4 stars

晨星评级:4星

Average return pa over last 5 years: 7.16%

过去5年年平均收益率:7.16%

Minimum Initial Investment: $1000

起投金额:1000澳币

Entry Price 12 Feb 2016: $0.8865

2016年2月12日购买价格:0.8865澳币

Distributions Frequency: Quarterly

按季分红

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

基金管理方:Netwealth基金公司

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Fixed Interest 45.00% and in International Equity 18.60% via investment in different sector trusts.

该基金投资于混合资产以及可转换资产,通过参与到国际市场的各行各业,其大部分资金投资于全球各国国债、固定收益类公司债、定期存款,占比整个基金资产的45%;其次,该基金投资于国际资产,占比整个基金资产的18.60%。

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