即将推出的Public Islamic Select Treasures Fund

基金小子

http://www.chinasogu.net/pop.jsp?id=3003&subject_name=%7B74DE87AC-C2A5-4C6B-9603-83A7822E60D5%7D

牛股集中营—非周期性消费类公司

　　中国A股目前步入全球资本的牛市中。人民币长期持继升值，吸引了大量的热钱在内的国际资金，将为证券市场提供持续的资金支持。如果A 股市场未来持续上涨，将会有一批价格能够翻几番的大牛股，这些大牛股上涨的动力来自业绩持续高成长的能力，就像当年微软、当前的google 和百度。未来，消费品服务业最有可能产生这样的非贸易品的垄断企业，它们将成为市场上涨的主要推动力量。基于对中国经济的长期看好，非周期性消费服务会是最为稳健增长的行业。


■ 投资亮点
　　非周期性消费类公司（食品、饮料、医药、服务）受益于人民币升值、“十一五”规划、内需的稳定增长以及并购题材的增加，在未来三年仍能保持较快速度的增长。以食品饮料医药为代表的消费品行业、以金融为代表的消费服务行业，将成为A股市场上战略性品种，目前处于合理估值区间，可能继续提升。其中估值较低的部分品种仍有较大的上涨空间。继续看好非周期性消费品行业。

· 中国食品饮料行业在未来十年能保持较快速度的增长
· 医药行业短期面临不确定性、但长期的高增长不容置疑
· 服务业未来将加速发展
· 零售行业前景乐观
· 旅游行业进入黄金发展期，两大热点——并购和提价
· 中国银行业未来3-5年能够实现15%左右的规模增长
· 消费电子拉动行业步入景气周期

blue_angel_007

不是很看好这个基金。。。

summeRain

之前是6.5％那正确来说现在加额是5.5％咯

基金小子

对啦。。。从1/1/2008就开始5,5%服务费了。。

mapolang1981

原帖由 blue_angel_007 于 4-1-2008 03:10 AM 发表
不是很看好这个基金。。。

为什么？可以提出您的看法吗？小弟认为，凡是和消费或服务息息相关的领域在接下来的日子，会有很大的作为。

estherhong

[quote]原帖由 mapolang1981 于 4-1-2008 10:49 AM 发表


为什么？可以提出您的看法吗？小弟认为，凡是和消费或服务息息相关的领域在接下来的日子，会有很大的作为。 [/quote


however i believe the service sector will increase very much becos the inflation n the younger noow is more focus in quality life not like last time is focus in saving .. so after tis have a big potential to increase in tis 1 n 2 year ..
hope wat i estimate will be right la..

基金小子

卡贴。。。。。。。。。。。

hooi_jd

对这sector有疑惑的话可能可以参考regional sector fund, 它也有投资在consumer & service sector.

lowcs1

原帖由 基金小子 于 3-1-2008 08:30 PM 发表
江百虎 & moneygame88
PGSF & PGBF是属于投资全球性的基金，美国与欧洲的投资%率会比较高，分别PGSF->美国+欧洲=50%左右的股票，PGBF->美国+欧洲=35%左右的股票。

基于次级房贷的影响，欧美都下跌，所以PGSF & P ...

那么为何PFEPRF的表现也是那么差呢？

ekaj

原帖由 lowcs1 于 4-1-2008 07:07 PM 发表
那么为何PFEPRF的表现也是那么差呢？

是啊, 实在是太差了~! :@

Takumi

http://www.publicmutual.com.my/d ... ctf_080102_1534.pdf

以上是新基金的一些官方资讯可供参考.

基金小子

http://www.publicmutual.com.my/article.aspx?id=6448

Public Mutual launches its first consumer themes fund

Public Bank’s wholly-owned subsidiary, Public Mutual launches its first Far-East consumer themes fund, Public Far-East Consumer Themes Fund (PFECTF) on 8 January 2008 (Tuesday). PFECTF allows investors to tap into the growth potential of rising consumer spending in the Far-East markets.

Public Mutual’s Chairman Tan Sri Dato’ Sri Dr. Teh Hong Piow said consumer spending generally accounts for a significant share of Gross Domestic Product (GDP) in most economies. This is no different in Asia where consumer spending accounts for about half of GDP. In the 2001-2006 period, consumer spending in Indonesia and China grew at healthy annual rates of 13.6% and 10.4% respectively on the back of rising income and urbanisation. Meanwhile, South Korea, Malaysia and Thailand’s consumer spending growth were also impressive at around 9.0%-9.5% per annum, backed by strong consumer confidence amidst generally buoyant economic activities.

He added that in the Far-East region, consumer spending has been fuelled by robust growth in disposable incomes, the wealth effect from rising equity and property markets, increased urbanisation, healthy tourism activities and attractive lending rates.

Tan Sri Teh said that PFECTF is positioned to benefit from the robust growth of consumer spending in the Far-East region.

PFECTF is an equity fund that seeks to achieve long-term capital appreciation by investing in securities, mainly equities, in the consumer sector in the domestic and foreign markets. The fund may also invest in multinational corporations in the consumer sector which sell their products in Far-East markets or have distribution outlets/establishments in the Far-East region and are listed in United States, Europe and Australian markets.

Tan Sri Teh added that PFECTF is suitable for aggressive investors who can withstand extended periods of market highs and lows to achieve medium- to long-term capital growth for their investments.

The issue price / net asset value (NAV) of PFECTF is at RM0.2500 per unit during the 21-day initial offer period of 8 January 2008 to 28 January 2008. During the offer period, a special promotional service charge of 5% of NAV per unit is extended to the purchase of units of PFECTF by investors. Investors who opt for Direct Debit Instruction with PFECTF during the offer period will enjoy a special promotional service charge of 5.25% of NAV per unit for as long as the Direct Debit is active. Terms and conditions apply. The minimum initial investment for the fund is RM1,000 and the minimum additional investment is RM100.

PFECTF is distributed by Public Mutual’s unit trust consultants. Interested investors can contact any Public Mutual unit trust consultant or call its Customer Service Hotline at 03-6279 5252 for more details of the fund.

Public Mutual is the largest private unit trust company in Malaysia and it currently manages 55 funds for more than 1,350,000 accountholders. As at 30 November 2007, the total net asset value of the funds managed by the company was RM27.4 billion.

leekk8

个人觉得在次级房贷还没有解决前，建筑业和产业无论如何都受到一点影响。但是PFEPRF主要投资在亚洲，亚洲区域基本没有直接受次贷的影响，相信当投资者的情绪平定下来，这基金还是有上涨空间的。

以Far East之前几个基金来看，这PFEPRF应该也有一半投资在本地。现在只能看政府的大马第九计划了。。。产业通常回酬比较慢。

目前我个人也不看好这基金，但是以后就未必了。。。毕竟产业和旅游业是有本身的潜质的。

mapolang1981

原帖由 ekaj 于 4-1-2008 07:56 PM 发表

是啊, 实在是太差了~! :@

在小弟买这支基金的时候就已经了解它需要较长远的时间以达到增长，所以呢要有耐心咯！希望我的决定没错。

XBOX360

５。５％是对，但优会价应该是５％而已对吗？我也在想着要不要买，最近才才买了几个新的。。。。

芒果0207

没有错，在促销期间购买是5%而已

lowcs1

原帖由 leekk8 于 4-1-2008 11:05 PM 发表
个人觉得在次级房贷还没有解决前，建筑业和产业无论如何都受到一点影响。但是PFEPRF主要投资在亚洲，亚洲区域基本没有直接受次贷的影响，相信当投资者的情绪平定下来，这基金还是有上涨空间的。

以Far East之前几 ...

虽然大众信托在２００７年下半年推出的所有基金看起来都有一定的潜能但由于全球股市不断的"调整"结果让我觉得２００７年下半年新推出的基金表现真的太差了,买新的基金倒不如买旧的基金?我对一系列新的基金有所保留了.

DriftyFly

大有大玩，
小有小玩，
有兴趣。。。。。。。。

有目标的大头

小弟也有兴趣，这个基金适合新手吗？？

hooi_jd

就看你能承担多大的风险，毕竟这是较高风险的基金。