資產配置推薦——全球ETF配置策略
多元化均衡佈局,全球投資不設界限
uSMART投研團隊面向全球市場,基於宏觀經濟周期,基本面估值、資金層面、技術層面以及政策層面進行資產配置,嚴選優秀股債資產,力爭根據不同投資目標打造適合長期持有的配置型資產組合。
全球資產配置之ETF介紹
全球資產配置包括股票ETF、債券ETF、大宗商品ETF、區域ETF這四種投資工具。它們各自具有不同的風險和收益特性,能夠幫助投資者實現資產的多元化配置。

根據投資者的投資偏好和投資目標,uSMART按照不同的股債比例將ETF分為不同的組合,如全球穩健配置組合、全球均衡配置ETF組合、全球成長優選ETF組合、全球進取配置ETF組合。 根據投資者的投資偏好和投資目標,uSMART按照不同的股債比例將ETF分為不同的組合,如全球穩健配置組合、全球均衡配置ETF組合、全球成長優選ETF組合、全球進取配置ETF組合。

uSMART——業績能打,穩中求進
資產配置全球進取配置ETF基金組合業績走出亮眼表現,近一年收益超18.61%,超越基準(核心激進配置指數)約4%,力爭獲取長期穩健收益。

2023年,基於全球資產配置的理念驅動下,我們選取了股、債、黃金作為主要標的,其中,股票方面我們優中選優配置了美股、日本和新興市場,以及以半導體和醫藥為主的行業ETF,兼顧了進攻和防禦,且持倉資產分散並相對獨立。後市我們將繼續全球資產配置和價值投資的理念,其中將新興市場的倉位進一步集中在印度ETF上,長期看好印度經濟高速增長,並帶動印度股市攀升。其他資產我們目前維持預設倉位權重不變,偏離超過1%後會進行再平衡。
uSMART的三大優勢,幫你配置全球投資機會
● 更高標準要求,嚴選全球優質資產
通過量化模型、定性研判等手段,從全球市場多維精選優質股債標的,挖掘全球資產配置機遇。
● 股債均衡搭配,多種收益目標任君選擇
聚焦於持有者的收益目標,通過不同股債比例的搭配,有效降低市場波動率,中長期有望獲得更穩健的回報。
● 7*24小時監測策略,自動調倉省心安心
將在持有過程中幫您評估整體組合,監控每隻標的,每季度再平衡自動調倉,讓持有更加安心。
如何用uSMART HK 購買全球ETF配置策略:
登入uSMART HK APP之後,從頁面最下方點擊選擇「理財」,稍往下拉找到「全球配置-跟投易」,找到想投資的全球ETF組合後,點擊了解詳情,點擊右下角「開始理財」,最後輸入委託金額、交易條件後送出訂單即可。圖片操作指引如下:
此圖僅供說明之用
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