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What do you think about this MF, Jim?

I invested on this last night. That fund only started two years ago and not rated yet. But it has been performing very well ever since. The fund manager was rated #1 Canadian Small Cap specialist. You can also read http://www.globefund.com/servlet/story/GFGAM.20060201.RBESTBETS01/GFStory/
I don't think many people want to take the risk as it's small cap and newly started but I wanna give a try.
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  • 枫下家园 / 理财投资税务 / 投资理财系列之 从CHART中挑选互惠基金的简洁方法
    • 如有好的MF推荐或想听听他人意见,请POST CHARTS上来,我们大家一起评论评论,共同提高
      • What do you think about this MF, Jim?
        I invested on this last night. That fund only started two years ago and not rated yet. But it has been performing very well ever since. The fund manager was rated #1 Canadian Small Cap specialist. You can also read http://www.globefund.com/servlet/story/GFGAM.20060201.RBESTBETS01/GFStory/
        I don't think many people want to take the risk as it's small cap and newly started but I wanna give a try.
        • 风险就在于其历史太短,没有经过2000年熊市的考验.不过,做长期投资,也不妨一试
      • I bought some "RBC Dividend (RBF266) Canada" and Acuity High Income . what do u think? I gonna keep for long term. And watching PH & N Dividend Income Series A for a while.
        http://www.morningstar.ca/globalhome/QuickTakes/Fund_Overview.asp?fundid=6711

        http://www.morningstar.ca/globalhome/QuickTakes/Fund_Overview.asp?fundid=6930

        I am watching PH & N Dividend Income Series A. This one is a conservative but have a good return in long history. But need init > 25K. So a litter bit hasitate....

        http://www.morningstar.ca/globalhome/QuickTakes/Fund_Overview.asp?fundid=3813

        I feel energy sector too high now...
        • RBC DIV 和ACUITY HIGH INCOME,都属于GROWTH INCOME类,都不错. 属于风险较小的FNDS, AUCITY 的RISK=8.93, 比RBC FUND RISK= 7.67,要略大一点,
          这从图中看出05年ACUITY有三个(下降)小锯齿 ,而RBC只有一个.PH & N Dividend Income 也不错(RISK=7.83)
          三个都差不多.用SHARP RATIO比较,
          RBC (2.487)
          ACUITY(2.555)
          PH&N(2.242).

          用过去三年的数值,ACUITY 略微好一点(2.555)
        • 不过,要注意,PH&N DIV近期的战绩没有BEAT指数和AVERAGE(历史尚可),不如RBC ANFD ACUITY
          • 这正是我关注PH&N的原因。
            Because recently most of high return funds related to energy. And energy sector is too high now, (although it's still good in long term) and risk become higher. On the other hand, this fund is consistent in their investment style all the time -- they put more than 50% on finance service. I feel it's safer to invest this kind of fund than the higher returning energy fund at current time.
            what do you think?
            • 有一定道理
      • 另外,你觉得今年投资BOND如何?近年BOND回报不佳,但总觉得应Keep 30% bond in my investment. Now, it's only about 5-10% in mine. Do you buy bond?
        • 我对投资BOND不太熟悉. 暂时还没持有BOND FUNDS.FIXED-INCOME部分只有INCOM TRUST和MONTHLY INCOME FUNDS
    • 谢谢分享. 能简单说下RISK=6.39, 4.77 等等是如何计算出来的么?
      • 这些数值是直接引用GLOBEFUND上的,不过也可以自己计算,详见本人的POST-简谈RISK (有连接)