{"id":1010,"date":"2017-03-31T00:16:16","date_gmt":"2017-03-30T16:16:16","guid":{"rendered":"https:\/\/www.mpfdiy.com\/?p=1010"},"modified":"2018-10-12T22:01:44","modified_gmt":"2018-10-12T14:01:44","slug":"%e7%a9%8d%e9%87%91%e6%96%b0%e8%81%9e4-%e6%96%bd%e7%be%85%e5%be%b7smart-beta","status":"publish","type":"post","link":"https:\/\/www.mpfdiy.com\/2017\/03\/%e7%a9%8d%e9%87%91%e6%96%b0%e8%81%9e4-%e6%96%bd%e7%be%85%e5%be%b7smart-beta\/","title":{"rendered":"\u7a4d\u91d1\u65b0\u805e#4 – \u65bd\u7f85\u5fb7\u300c\u9810\u8a2d\u6295\u8cc7\u300d\u57fa\u91d1\u904b\u7528Smart Beta\u65b9\u5f0f\u9032\u884c\u6295\u8cc7"},"content":{"rendered":"

\u7a4d\u91d1\u65b0\u805e#4 – \u65bd\u7f85\u5fb7\u300c\u9810\u8a2d\u6295\u8cc7\u300d\u57fa\u91d1\u904b\u7528Smart Beta\u65b9\u5f0f\u9032\u884c\u6295\u8cc7<\/span><\/strong><\/span><\/h2>\n

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\n

\u5982\u679c\u4e0d\u77e5\u9053\u4ec0\u9ebc\u662fSmart Beta\uff0c\u53ef\u5148\u95b1\u8b80\u591a\u7bc7\u524d\u6587\uff1a<\/span><\/p>\n

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Smart Beta \u8207\u56e0\u5b50\u6295\u8cc7<\/a><\/span><\/p>\n

Smart Beta \u8207\u591a\u91cd\u56e0\u5b50\u6295\u8cc7<\/a><\/span><\/p>\n

\u6307\u6578\u57fa\u91d1<\/a><\/span><\/p>\n

\u6307\u6578\u57fa\u91d1#2<\/a><\/span><\/p>\n

\u5f37\u7a4d\u91d1\u5c55\u671b<\/a><\/span><\/p>\n

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\"<\/a><\/p>\n

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\u74b0\u7403\u80a1\u7968\u53ca\u74b0\u7403\u50b5\u5238\u5206\u5225\u904b\u7528\u4e863\u7a2e\u4e0d\u540c\u56e0\u5b50\uff0c\u662f\u70ba\u591a\u91cd\u56e0\u5b50\u6295\u8cc7\u3002\u4f46\u662f\uff0c\u8cc7\u91d1\u5206\u914d\u64cd\u4f5c\u65b9\u5f0f\u662f\u6309\u300c\u6df7\u5408\u300d<\/span>\uff1f\u9084\u662f\u300c\u7d9c\u5408\u300d<\/span>\uff08\u898b\u6b64<\/a>\uff09\uff1f\u5f37\u7a4d\u91d1\u8a08\u5283\u7ae0\u7a0b\u5167\u7684\u8cc7\u6599\u6c92\u6709\u8a73\u7d30\u4ea4\u5f85\uff0c\u4ea6\u6c92\u6709\u8aaa\u660e\u6295\u8cc7\u7d93\u7406\u5982\u4f55\u4f5c\u51fa\u6c7a\u5b9a\uff0c\u6211\u5011\u53ea\u6709\u5411\u65bd\u7f85\u5fb7\u7684\u5176\u4ed6\u5171\u540c\u57fa\u91d1\u5165\u624b\uff0c\u770b\u770b\u80fd\u5426\u5f97\u5230\u66f4\u591a\u8cc7\u8a0a\u3002<\/span><\/p>\n

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\u65bd\u7f85\u5fb7\u82f1\u570b\u7684\u5171\u540c\u57fa\u91d1<\/a>\u6709\u904b\u7528Smart Beta\u65b9\u5f0f\u53bb\u9032\u884c\u6295\u8cc7\uff0c\u4f8b\u5982\uff1a<\/span><\/p>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n\n
\u65bd\u7f85\u5fb7\u5171\u540c\u57fa\u91d1<\/span><\/strong><\/td>\n\u6295\u8cc7\u7b56\u7565<\/span><\/strong><\/td>\n<\/tr>\n
Schroder Advanced Beta Global Corporate Bond Fund<\/span><\/td>\nInvestment in Lower Rated, High Yielding<\/span> Debt Securities<\/span><\/td>\n<\/tr>\n
Schroder Advanced Beta Global Equity Low Volatility Fund<\/span><\/td>\nInvest in a low volatility<\/span> portfolio of equities.<\/span><\/p>\n

 <\/p>\n

Low volatility investing involves evaluating indicators such as share price movement and historical performance<\/span><\/td>\n<\/tr>\n

Schroder Advanced Beta Global Equity Quality Fund<\/span><\/td>\nInvest in a quality<\/span> style biased portfolio of equities and equity related securities of companies worldwide.<\/span><\/p>\n

 <\/p>\n

Quality investing involves evaluating indicators such as profitability and borrowing.<\/span><\/td>\n<\/tr>\n

Schroder Advanced Beta Global Equity Small and Mid Cap Fund<\/span><\/td>\nInvest in the equities and equity related securities of small and mid cap<\/span> companies worldwide.<\/span><\/p>\n

 <\/p>\n

Small and mid cap companies are considered companies which, at the time of purchase, form the bottom 60% by market capitalisation of each individual market.<\/span><\/td>\n<\/tr>\n

Schroder Advanced Beta Global Equity Value Fund<\/span><\/td>\nInvest in a value<\/span> style biased portfolio of equities and equity related securities of companies worldwide.<\/span><\/p>\n

 <\/p>\n

Value investing involves evaluating indicators such operational cash flow and share price<\/span><\/td>\n<\/tr>\n

Schroder Advanced Beta Global Sovereign Bond Fund<\/span><\/td>\nInvest in the government bonds of any of the 17 largest member countries (by market capitalisation) of the Organisation for Economic Co-operation and Development<\/span><\/td>\n<\/tr>\n
Schroder Advanced Beta UK Equity Fund<\/span><\/td>\nInvest in equities and equity related securities of companies listed, incorporated or headquartered in the UK or companies that derive a significant proportion of their revenues from their UK business.<\/span><\/p>\n

 <\/p>\n

These companies will have value, quality or low volatility characteristics.<\/span><\/p>\n

 <\/p>\n

Value investing<\/span> involves evaluating indicators such as operational cash flow and share price to determine those securities that the Investment Manager believes have been undervalued by the market.<\/span><\/p>\n

 <\/p>\n

Quality investing<\/span> involves evaluating indicators such as profitability and borrowing.<\/span><\/p>\n

 <\/p>\n

Low volatility investing<\/span> involves evaluating indicators such as share price movement and historical performance.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

 <\/p>\n

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\u4e0a\u8ff0\u7684Schroder Advanced Beta UK Equity Fund\uff0c\u65bc2016\u5e742\u6708\u6210\u7acb\uff0c\u57fa\u91d1\u898f\u6a21\u53ea\u6709\u7d04\u4e09\u5104\u82f1\u938a\uff08\u898b\u6b64<\/a>\uff09\u3002\u75312016\u5e743\u6708\u81f32017\u5e743\u6708\uff0cSchroder Advanced Beta UK Equity Fund\u4e0a\u534721.5%\uff0c\u540c\u671f\u5bcc\u6642100\u6307\u6578\u4e0a\u534723.2%\uff0819.5%+3.7%\u6d3e\u606f\uff09\uff0cSchroder Advanced Beta UK Equity Fund\u7684\u56de\u5831\u5c0d\u6bd4\u8d77\u6307\u6578\u9084\u5dee\u5c11\u5c11\u3002<\/span><\/p>\n

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\u5ef6\u4f38\u95b1\u8b80<\/span><\/p>\n

https:\/\/www.ishares.com\/us\/products\/etf-product-list#!type=ishares&tab=overview&view=list&fst=50584<\/a><\/p>\n

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Image from\u00a0oppenheimerfunds.com<\/em><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

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