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鍒ゆ柇涓瀹跺熀閲戠＄悊鍏鍙哥殑綆＄悊榪愪綔鏄鍚﹁勮寖鍙浠ュ弬鑰冧互涓嬪嚑鏂歸潰鐨勫洜緔狅細涓鏄鍩洪噾綆＄悊鍏鍙哥殑娌葷悊緇撴瀯鏄鍚﹁勮寖鍚堢悊錛屽寘鎷鑲℃潈緇撴瀯鐨勫垎鏁ｇ▼搴︺佺嫭絝嬭懀浜嬬殑璁劇珛鍙婂叾鍦頒綅絳夈備簩鏄鍩洪噾綆＄悊鍏鍙稿規棗涓嬪熀閲戠殑綆＄悊銆佽繍浣滃強鐩稿叧淇℃伅鐨勬姭闇叉槸鍚﹀叏闈銆佸噯紜銆佸強鏃躲備笁鏄鍩洪噾綆＄悊鍏鍙告湁鏃犳槑鏄劇殑榪濇硶榪濊勭幇璞°傚熀閲戠＄悊鍏鍙稿巻騫存潵鐨勭粡钀ヤ笟緇╂槸鎶曡祫鑰呴噸瑕佺殑鍙傝冨洜緔犮傝繕瑕佽冭檻鍩洪噾綆＄悊鍏鍙哥殑甯傚満褰㈣薄銆佸規姇璧勮呮湇鍔＄殑璐ㄩ噺鍜屾按騫,鐩稿叧璐圭敤銆佺敵璐涓庤祹鍥炵殑鏂逛究紼嬪害絳夎稿氬洜緔犮
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鎸夊氭暟鍩烘皯鐨勭湅娉曪紝鐩鍓嶅彈鍒伴潚鐫愮殑鍩洪噾鍏鍙告湁鍗庡忋佹槗鏂硅揪銆佸槈瀹炪佸崥鏃躲侀摱鍗庛佸崡鏂廣佸浗娉扮瓑絳夈
涓嶈繃涔熻佸姩鎬佽傚療鍩洪噾鍏鍙搞備笉鑳借存垚絝嬫棭銆佺＄悊璧勪駭瑙勬ā澶х殑鍏鍙稿氨涓瀹氭瘮鍚庢垚絝嬬殑閲戝叕鍙歌佸ソ銆備緥濡傚崕鍟嗛噾鍏鍙告垚絝嬩簬2005-12-20錛岀＄悊璧勪駭瑙勬ā涓嶇畻澶э紝浣嗗湪2010騫村叾鈥滃崕鍟嗙洓涓栨垚闀庫濆熀閲戜竴涓懼ず寰楀叏閮ㄥ熀閲戠殑絎涓鍚嶃
錛2錛夐夋嫨鍩洪噾浜у搧
鉶界劧璇村巻鍙蹭笉浼氱畝鍗曢噸澶嶏紝榪囧線涓氱嘩涓嶄竴瀹氬弽鏄犳湭鏉ワ紝浣嗗巻鍙蹭笟緇╁嬬粓鏄鎴戜滑鐢勫埆鍩洪噾鐨勫嚭鍙戠偣銆
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鈥滃熀閲戠敱璋佹潵綆＄悊錛熷熀閲戠粡鐞嗘墜鎻″熀閲戠殑鎶曡祫澶ф潈錛屽喅瀹氫拱鍗栦粈涔堝拰浠涔堟椂鍊欎拱鍗栵紝浠庤岀洿鎺ュ獎鍝嶅熀閲戠殑涓氱嘩琛ㄧ幇銆備綔涓烘槑鏅虹殑鎶曡祫浜猴紝鍦ㄨ喘涔板熀閲戜箣鍓嶅簲褰撲簡瑙ｈ皝鏄鍩洪噾緇忕悊浠ュ強鍏跺湪浠昏亴鐨勫勾闄愩傚傛灉鎶曡祫鑰呴潰瀵逛竴鏀浠ュ線涓氱嘩琛ㄧ幇紿佸嚭鐨勫熀閲戱紝鍦ㄥ喅瀹氳喘涔頒箣鍓嶉渶瑕佺『璁わ紝鍒涢犺ュ熀閲戜互寰涓氱嘩鐨勫熀閲戠粡鐞嗘槸鍚﹁繕鍦ㄥ叾浣嶃傚傛灉鍦ㄤ袱涓鍚屾牱濂界殑鍩洪噾涔嬮棿涓炬嬩笉瀹氾紝涓嶅Θ鎸戦夊叾鍩洪噾緇忕悊鍦ㄤ綅鏈熼棿姣旇緝闀跨殑閭ｅ彧鍩洪噾銆
涓轟簡鍒嗘暎椋庨櫓錛屽湪鍩洪噾閫夋嫨涓婂繀欏誨仛鍒板悎鐞嗙粍鍚堥厤緗錛屽姏浜夆滈庨櫓鏈灝忓寲錛屾敹鐩婃渶澶у寲鈥濄
鏄撴柟杈懼熀閲戔滃叧娉ㄨ祫浜ч厤緗 鍒嗘暎鍩洪噾鎶曡祫椋庨櫓鈥濅竴鏂囷紝瀵規姇璧勮呯殑闄呮搷浣滃叿鏈夎緝楂樼殑鎸囧兼剰涔夆埗
鈥滃傛灉閫夋嫨椋庨櫓杈冧綆鐨勫哄埜鍩洪噾鎴栬呰揣甯佸熀閲戱紝鏀剁泭鐩稿硅緝浣庯紱濡傛灉閫夋嫨鏀剁泭鐩稿硅緝楂樼殑鑲＄エ鍩洪噾錛屽垯鍙鑳介潰涓磋偂甯備綆榪烽樁孌電殑浜忔崯銆傞拡瀵硅繖綾繪姇璧勯棶棰橈紝鏄撴柟杈懼熀閲戣繎鏈熷湪鍏ㄥ浗鎺ㄥ嚭鈥欓噸鐢寵祫浜ч厤緗銆佸垎鏁ｆ姇璧勯庨櫓鈥欐姇璧勮呮暀鑲叉椿鍔錛屽己璋冮庨櫓鏀剁泭鐨勫尮閰嶄互鍙婇氳繃鍚堢悊鐨勮祫浜ч厤緗鏉ュ垎鏁ｆ姇璧勯庨櫓銆佽幏鍙栨洿紼沖仴鐨勬敹鐩娿傛墍璋撯滆祫浜ч厤緗鈥濓紝鏄鎸囧湪涓涓鎶曡祫緇勫悎涓錛屽備綍閫夋嫨璧勪駭鐨勭被鍒騫剁『瀹氬叾姣斾緥鐨勮繃紼嬨傞氬父錛岃拷奼傞珮鏀剁泭灝辨剰鍛崇潃瑕佹壙鎷呴珮椋庨櫓錛屽洜姝わ紝鎶曡祫鑰呭湪閫夋嫨鍩洪噾鏃訛紝棣栧厛闇瑕佷粠椋庨櫓鍜屾敹鐩婂叧緋誨嚭鍙戱紝緇煎悎琛￠噺鑷韜鐨勯庨櫓鏀剁泭闇奼傚拰涓嶅悓鍩洪噾浜у搧鐨勯庨櫓鏀剁泭鐗瑰緛錛岄夋嫨鐩稿簲鐨勮祫浜ч厤緗鏂規堛傗︹︹
濡備綍瀵圭嘩宸鍩洪噾錛熸皯鏃忚瘉鍒稿熀閲戝垎鏋愬笀鏉庡獩琛ㄧず鈥滃熀閲戝叕鍙稿皢闀挎湡鎸佹湁浣滀負鎶曡祫鑰呮暀鑲茬殑鏍稿績鍐呭癸紝鍔涘浘闄嶄綆鎶曡祫鑰呯殑鎹㈡墜棰戠巼錛屼絾闀挎湡鎶曡祫緇濅笉絳変簬綆鍗曟寔鏈夈傛寔鏈夎繖綾昏偂紲ㄧ殑鍩洪噾浜у搧鏈夊彲鑳藉彈鍒版嫋緔錛
鎶曡祫鑰呭彲鑰冭檻灝嗗叾璧庡洖鍚庣瓑寰呰皟鏁寸粨鏉熷啀鐢寵喘浼樿川鍩洪噾銆傗
鏂板熀閲戦戝彂錛屼拱鍒氬彂琛岀殑鏂板熀閲戝ソ鍚楋紵鏂板熀閲戞垚絝嬪悗鏈夌害涓変釜鏈堢殑灝侀棴鏈,姝ゆ湡闂翠笉鑳界敵璐璧庡洖銆傚湪鑲″競涓婃定鐨勬儏鍐典笅錛屼笉鑳借幏寰楁敹鐩娿傝偂甯備笂娑ㄦ湡闂達紝鑰佸熀閲戠殑鍗曚綅鍑鍊間細姣旀柊鍩洪噾娑ㄥ緱蹇銆傛柊鍩洪噾娌℃湁榪囧線涓氱嘩鍙渚涜冨療錛岄毦璇村皢鏉ヨ〃鐜板備綍銆傚湪瀵瑰畠涓鏃犳墍鐭ョ殑鎯呭喌涓嬪啿鍔ㄥ叆甯傦紝蹇界暐浜嗚儗鍚庢綔浼忕潃浜忔崯鐨勯庨櫓錛屾槸寰堜笉鏄庢櫤鐨勮屼負銆傚湪涓鑸鎯呭喌涓嬶紝涓嶅疁涔版柊鍩洪噾銆
涔板嚑鍙鍩洪噾姣旇緝鍚堥?涔板皯浜嗛毦浠ョ粍鍚堥厤緗錛岃繃澶氬垯涓嶄究綆＄悊銆備竴鑸璇存潵浠5鍙涓哄ソ銆備緥濡傝偂紲ㄥ瀷鍜
32
娣峰悎鍨3鍙錛屽哄埜鍨嬪拰璐у竵鍨嬪悇1鍙銆
浠ヤ笅璧勬枡渚涘弬鑰,鍙鐪嬪嚭鍦ㄧ墰甯,闇囪崱甯傚拰鐔婂競涓鐨勫噣鍊煎為暱鑳藉姏鍜屾姉璺岃兘鍔涳細
2006鈥2012騫存敹鐩婄巼鎺掑悕鍓10鍚嶇殑鍩洪噾涓瑙
2006: 鏅欏洪暱鍩庡唴闇澧為暱168.93% 涓婃姇鎽╂牴闃垮皵娉168.67% 涓婃姇鎽╂牴涓鍥戒紭鍔151.73% 娉拌揪鑽烽摱琛屼笟綺鵑150.40% 奼囨坊瀵屼紭鍔跨簿閫149.70% 瀵屽浗澶╃泭浠峰147.00%
鍏翠笟瓚嬪娍鎶曡祫146.65% 閾跺崕鏍稿績浠峰間紭閫143.42% 鍗庡忓ぇ鐩樼簿閫141.96%
楣忓崕涓鍥50 139.06% 鏄撴柟杈劇Н鏋佹垚闀137.23% 騫垮彂鑱氫赴135.49%
鎷涘晢浼樿川鎴愰暱135.47%
2007: 鍗庡忕簿閫226.24% 涓閭浼橀193.98% 鍗氭椂涓婚188.61%
鏄撳熀娣100ETF185.35% 鍏夊ぇ綰㈠埄175.07% 鍗庡忕孩鍒169.42%
涓滄柟綺鵑169.42% 鍗庡疂鏀剁泭167.59% 鍗庡畨瀹忓埄166.27%
鍥芥搗寮規164.34%
2008鈭 鑲＄エ鍨嬪熀閲戜笟緇╁墠鍗佸悕
娉拌揪鑽烽摱鎴愰暱 -31.61% 鍗庡忓ぇ鐩樼簿閫-34.88% 閲戦拱涓灝忕洏綺鵑 -35.03%
鍗庡疂鍏翠笟澶氱瓥鐣ュ為暱-37.79% 鍗庡忓嶅叴 -38.44% 楣忓崕琛屼笟鎴愰暱 -39.11%
鍢夊疄鐞嗚儲閫氬為暱-39.35% 娉拌揪鑽烽摱鍛ㄦ湡 -40.52% 8 宸ラ摱鐟炰俊鏍稿績浠峰 -41.07%
鍢夊疄鎴愰暱鏀剁泭 -41.23%
鍊哄埜鍨嬪熀閲戜笟緇╁墠鍗佸悕
涓淇＄ǔ瀹氬弻鍒╁哄埜 12.72% 鍥芥嘲閲戦緳鍊哄埜(A綾) 11.62% 鍗庡忓哄埜(A/B綾)1.47%
鍗氭椂紼沖畾浠峰煎哄埜(A綾)11.15% 澶ф垚鍊哄埜(A/B綾) 11.10% 鍗庡忓哄埜(C綾) 11.09%
鍗氭椂紼沖畾浠峰煎哄埜(B綾) 10.79% 澶ф垚鍊哄埜(C綾) 1.0437 1.4037 10.56%
宸ラ摱鐟炰俊澧炲己鏀剁泭 (A綾) 9.85% 宸ラ摱鐟炰俊澧炲己鏀剁泭 (B綾) 9.39%
2009鈭 鍗庡忓ぇ鐩樼簿閫 116.16% 閾跺崕鏍稿績浠峰間紭閫116.08% 鏂板崕浼橀夋垚闀 114.96%
鏄撴柟杈炬繁璇100ETF 113.64 鍗庡晢鐩涗笘鎴愰暱 108.18% 鍏翠笟紺句細璐ｄ換 107.59%
涓閭鏍稿績浼橀105.09% 鍗庡忓嶅叴104.33% 鋙嶉氭繁璇100 103.96%
閾跺崕棰嗗厛絳栫暐 103.12%
2010:鈭跺崕鍟嗙洓涓栨垚闀37.77% 閾舵渤琛屼笟30.59% 鍗庡忎紭鍔垮為暱23.95 %
澶╂不鍒涙柊鍏堥攱23.90% 淇¤揪婢抽摱涓灝忕洏23.70% 鍢夊疄浼樿川浼佷笟 23.24%
涓滃惔鍙屽姩鍔23.00% 娉版煆鐟炰環鍊煎為暱22.18% 澶ф懇棰嗗厛浼樺娍21.97%
2011騫磋偂紲ㄥ熀閲戞帓鍚嶅墠鍗侊細 1. 鍗氭椂涓婚樿屼笟-9.63% 2. 楣忓崕浠峰間紭鍔-9.93%
3. 涓滄柟絳栫暐鎴愰暱-10.95% 4. 闀垮煄鍝佺墝-12.12% 5.鍗庡忔敹鍏-12.15%
6. 鍗氭椂絎涓変駭涓-13.76% 7. 鍏村叏鍏ㄧ悆瑙嗛噹-13.89% 8.鏂板崕琛屼笟鍛ㄦ湡杞鎹-14.51%
9.鍥芥嘲閲戠墰鍒涙柊-14.70% 10. 鏄撴柟杈炬秷璐硅屼笟-15.06%
2012騫村嚲鑲″瀷鍩洪噾鎺掑悕鍓嶅嶮錛 1. 鏅欏洪暱鍩庢牳蹇冪珵浜夊姏31.70% 2. 涓嬈т腑灝忕洏鑲＄エ(LOF) 29.34%
3. 鏂板崕琛屼笟鍛ㄦ湡杞鎹28.83% 4. 涓婃姇鎽╂牴鏂板叴鍔ㄥ姏27.73% 5. 鍥藉瘜涓灝忕洏24.97%
6. 鍥借仈瀹夌簿閫21.27% 7. 鏅欏洪暱鍩庤兘婧愬熀寤20.64% 8. 騫垮彂鏍稿績綺鵑20.12%
8. 鍗庡疂鍏翠笟鏂板叴浜т笟20.09% 9. 浜ら摱鍏堥攱鑲＄エ 19.63% 10. 鍥藉瘜娣卞寲浠峰19.11%
2012騫存櫘閫氬哄埜鍨嬪熀閲(涓嶅惈灝乣寮忓垎綰у瀷瀛愬熀閲)鍓嶄簲: 1. 澶╂不紼沖仴鍙岀泩鍊哄埜16.18%
2. 宸ラ摱鐟炰俊娣婚愬篈綾) 14.69% 3. 宸ラ摱鐟炰俊娣婚 (B綾) 13.98%
4. 鏄撴柟杈劇ǔ鍋ユ敹鐩夿綾) 13.93% 5. 姘戠敓鍔犻摱澧炲己鏀剁泭 (A綾) 13.74%
2012騫存販鍚堝瀷鍩洪噾鍓嶄簲: 1.鍗庡晢棰嗗厛浼佷笟17.28% 2. 涓閾舵敹鐩16.02%
3. 浜ら摱紼沖仴閰嶇疆15.29% 4. 浜ら摱涓婚樹紭閫14.46% 5. 鍥芥姇鐟為摱紼沖仴澧為暱13.74%