風險考慮因素:

  1. 本基金以主動方式管理及主要投資於新興市場公司的股票的廣泛多元化投資組合。
  2. 投資於本基金涉及風險,包括一般投資風險、股票市場風險、與預託證券相關的風險、新興市場風險、剔除標準風險、新興國家股票市場大幅波動的相關風險、新興國家股票市場監管/交易所規定的相關風險、地理集中風險、中小市值股票風險和貨幣風險,並可能導致您損失部分或全部投資金額。
  3. 本基金可運用衍生工具作對沖及有效投資組合管理,因而涉及與衍生工具相關的風險。投資於衍生工具可能導致基金蒙受重大損失的風險。
  4. 本基金價值可以波動不定,並有可能大幅下跌。
  5. 投資者不應僅根據本網站而投資於本基金 。

投資涉及風險。過往業績並非當前或將來的表現的可靠指標,亦不應作為選擇個別產品或策略的唯一考慮因素。

普徠仕(盧森堡)系列
新興市場探索股票基金
旨在透過其投資價值的增長,長遠而言提高其股份價值
ISIN LU1244138183
基金單張
產品資料概要
SFDR 披露
2016年12月31日 - Ernest Yeung, 基金經理,
Emerging markets performed well in 2016, following the weakness of previous years, but valuations remain attractive relative to history and to developed markets. While there are ample opportunities, we are mindful that value alone is not sufficient and our detailed research helps us identify catalysts for this to be unlocked.

概覽
策略
基金概要
以主動方式管理及主要投資於新興市場公司的股票的廣泛多元化投資組合。
2019年08月30日

基金名稱變更

新興市場價值股票基金的名稱已變更為新興市場探索股票基金,自2019年8月30日起生效。

表現(已扣除費用)

過往表現並非未來表現的可靠指標。

2016年12月31日 - Ernest Yeung, 基金經理,
Emerging equity markets were broadly flat in U.S. dollar terms in December, underperforming developed markets amid expectations of rising U.S. interest rates. During the month, the U.S. Federal Reserve raised rates, and markets are pricing in further increases for 2017. We have identified some good investment opportunities in the utilities and telecommunication services sectors and our choice of securities here boosted portfolio performance. Our underweight to - and stock selection within - the energy sector held back relative returns, however.
2016年12月31日 - Ernest Yeung, 基金經理,
We have a relatively high exposure to the telecommunication services, an area of the market we believe to be undervalued. Although there is limited growth potential in this space, we believe there are a number of "turnaround stories" here and have holdings in countries including Korea and Brazil. Turning to the information technology (IT) sector, we eliminated our position in VTech, a Chinese electronic toy maker, in December as the stock's valuation has normalised.
2016年12月31日 - Ernest Yeung, 基金經理,
The portfolio is overweight to Russia, where valuations are at attractive levels; domestic growth has been weak in recent years although we expect the economy to recover over time and we have holdings in areas of the market including banking and IT. We have stock-specific exposure in Mexico, where we eliminated our position in real estate stock Fibra Uno over the month (due to factors including rising domestic interest rates). We used the proceeds to invest in a chemicals company, which has been overlooked by other investors - potential tailwinds for the stock include the PVC cycle and supply discipline in the industry.

有關基準數據來源的披露僅提供英文版本,可在此處找到。