全�多元化投資計劃
下載GIM 全�多元化投資計劃
GIM 全�多元化投資情�說�書
交�計劃情�概覽
- 交�計劃類型
- å…¨æ¬Šç®¡ï¿½ï¿½æ—¥å…§ï¿½ï¿½é »çŽ‡
- 目標
- ï¿½ï¿½è³´æ–¼è‚¡ç¥¨å’Œå‚µåˆ¸å¸‚å ´ï¼Œåœ¨åš´æ ¼çš„é¢¨éšªç®¡ï¿½æ¡†æž¶å…§ï¿½ï¿½ï¿½è§€çš„ä¸æœŸè³‡æœ¬å¢žå€¼
- 交�計劃類型
- å…¨æ¬Šç®¡ï¿½ï¿½æ—¥å…§ï¿½ï¿½é »çŽ‡
- 建è°æŠ•è³‡æ™‚間框架
- 3 年以上
- 風險ç‰ç´šï¼ˆæ¥ç¸¾æ³¢å‹•ï¼‰
- �
- 最低投資�
- 50,000 美元
- 申請和撤回
- æ—¥
- 管�費和績效費
- 2% 和25%
- æ¥ç¸¾åŸºæº–
- 標準普爾500 指數和巴克�商�交�顧�指數
- 計劃開始日期
- 2009 年8 月
直接投資
- 第1
- �繫GIM 或在www.gim-invest.com 上下載發行備�錄
- 第2
- å¡«å¯«ç›¸é—œç”³è«‹è¡¨æ ¼ã€‚
- 第3
- å°‡è¡¨æ ¼ç™¼ï¿½çµ¦è¨ˆåŠƒç¶“ï¿½ï¼Œé›»ï¿½éƒµç®±ï¿½ï¼š [email protected]
如果您在風險控制方�有任何疑�,請致電:
+或發�電�郵件 - 第4
- ä¸€æ—¦ç”³è«‹è¡¨æ ¼è™•ï¿½å®Œç•¢ï¼Œæ‚¨å°±ï¿½ä»¥æ”¶åˆ°æŠ•è³‡æŒ‡ï¿½ã€‚
請通�支票或電�轉賬方�支�
計劃�述
GIM å…¨ï¿½å¤šå…ƒåŒ–æŠ•è³‡è¨ˆåŠƒï¿½ä¸€æ¬¾å…¨æ¬Šç®¡ï¿½å’Œï¿½é »çŽ‡ç®¡ï¿½æœŸè²¨äº¤ï¿½è¨ˆåŠƒï¼ŒæŠ•è³‡æ–¼ä¸‰å€‹ï¿½ï¿½æ™‚ï¿½ï¼ˆï¿½æ´²ï¿½ç¾Žåœ‹å’Œäºžæ´²ï¼‰å¸‚å ´çš„é‡‘ï¿½æœŸè²¨ï¼Œç®¡ï¿½äººï¿½Global Investment Management (GIM)。
投資目標
â€œæŠ•è³‡é¡§ï¿½ä¹‹äº¤ï¿½è¨ˆåŠƒï¿½çš„ç›®æ¨™ï¿½äº¤ï¿½ï¿½ç¨®é‡‘ï¿½æœŸè²¨ï¼Œå¯¦ï¿½ï¿½æ–¼è‚¡ç¥¨å’Œå‚µåˆ¸æŠ•è³‡é€™æ¨£çš„å‚³çµ±è³‡ç”¢é¡žåˆ¥çš„çµ•ï¿½å›žå ±ã€‚æˆ‘å€‘ï¿½ç”¨çš„ç–略一直在�斷的修æ£å’Œæ”¹é€²ï¼›æŠ•è³‡é¡§ï¿½ï¿½å…¨æ¬Šæ±ºå®šåœ¨ï¿½ï¿½æ™‚期�擇性地�用�種ç–略,並�留æ¤æ¬Šåˆ©ã€‚
交�ç–略�基於我們專有的�種基本指標和技術性指標制定的;憑藉該ç–略我們�以洞悉Kç·šåƒ¹æ ¼ï¿½å‹•ï¿½è¶¨å‹¢ï¿½å¸‚å ´æƒ…ç·’ä»¥ï¿½ï¿½ï¿½æ”¯ï¿½å’Œï¿½åŠ›åƒ¹ï¿½ã€‚ï¿½å¤–ï¼Œé€šï¿½æ•¸å¸è¨ˆç®—å¾—å‡ºçš„è²·è³£ï¿½åŠ›é»žï¿½ä¹Ÿï¿½ç”¨æ–¼æŒ‡å°Žå…¥å ´äº¤ï¿½ã€‚
我們將這些ç–ç•¥ï¿½ç”¨æ–¼å¤šå€‹æ™‚ï¿½ï¼Œä»¥å…¨ï¿½ç¢ºå®šå¸‚å ´è¶¨å‹¢èµ°ï¿½å’Œç¨‹åº¦ã€‚é€šï¿½å¸‚å ´ç ”ç©¶ï¼Œæˆ‘å€‘ç¸½ï¿½å‡ºäº†å…·é«”äº¤ï¿½ï¿½å‰‡ä¸¦ï¿½ç”¨æ¤ï¿½å‰‡ä¾†ç¢ºå®šï¿½å€‹é 寸的�倉水平。最終,我們通�技術和�化分��果和�則的�用,開發了一個全權管�和/或客觀的交�模型。
投資哲å¸
GIM 的資金管�ç–略�常務實。
GIM 並�會�泥於單�的“基本��或“技術��,
而��常務實;在æ£ç¢ºçš„時間採用��的交�類型作為其分�模�,æ£ï¿½å…¶åŸºæœ¬ï¿½ä½œç–略。GIM 追求的��單一�完美和完全確定的投資�念。
在投資顧�的投資組�ä¸ï¼Œï¿½é …æŠ•è³‡éƒ½æœ‰ï¿½åˆ†è‰¯å¥½çš„é¢¨éšªæ”¶ç›Šæ¯”ã€‚ç”¨æŠ•è³‡è¡“èªžèªªå°±ï¿½ï¼Œå¸‚å ´æœ¬èº«ç„¡æ‰€è¬‚å¥½å£žï¼›èƒ½ï¿½ï¿½å¾—æ”¶ç›Šå®Œå…¨ï¿½æ±ºæ–¼æ™‚æ©Ÿå’Œåƒ¹ï¿½ã€‚
�年年終,GIM 都會�其自身æ¥ç¸¾é€²è¡Œè©•åƒ¹ï¼›æ¨™æº–�投資組�的價值,而��投資�念的質�。
GIM å°Šï¿½å¸‚å ´ä¸¦ä¸¦è¨»ï¿½æ”¹è®ŠæŠ•è³‡ï¿½å¿µã€‚æˆ‘å€‘æŽ¥ï¿½U å½¢èµ°å‹¢ã€‚å…ˆï¿½çš„ç«‹å ´ï¿½è§€é»žï¿½ï¿½å¿µï¿½è¡¨è¿°å’Œçˆè«–æ’‡åˆ°ä¸€é‚Šï¼Œåœ¨å¿…ï¿½æ™‚éƒ½å¿…é ˆæ’‡åˆ°ä¸€é‚Šï¼ŒçœŸæ£éœ€ï¿½é—œæ³¨çš„�“�在�。
風險控制
æˆ‘å€‘ï¿½ç‚ºè¨ˆåŠƒç¶“ï¿½åœ¨ï¿½ï¿½å¸‚å ´é€†å¢ƒæ™‚ï¿½æœ‰åš´æ ¼é€²è¡Œè‡ªæˆ‘æŽ§åˆ¶ï¼Œå…¶æŠ•è³‡ç–略�能�得�功。
主動風險控制�GIM 投資ç–ç•¥çš„æ ¸å¿ƒã€‚æˆ‘å€‘ï¿½åˆ†å¼·èª¿å¸‚å ´åˆ†ï¿½å’Œäº¤ï¿½èˆ‡åŸºæœ¬ï¿½åˆ†ï¿½çš„ï¿½ï¿½ã€‚
按照基本�則,GIM åœ¨ï¿½é …è³‡ç”¢ä¸Šçš„æŠ•è³‡ï¿½åº¦ï¿½è©²è³‡ç”¢ç¸½ï¿½çš„15 – 30%;如果日內虧��到NAV(資產淨值)的3 %,GIM 會�時æ¢ï¿½ã€‚
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- ï¿½åŠ å“¥æœŸè²¨äº¤ï¿½æ‰€â€“ CBOT(美國)
- ï¿½åŠ å“¥æœŸæ¬Šäº¤ï¿½æ‰€â€“ CBOE(美國)
- 蒙特利爾交�所– TMXï¼ˆåŠ æ‹¿å¤§ï¼‰
- 德國�生�交�所– EUREX(德國)
- 倫敦國際金�期貨期權交�所(英國�比利時����法國�葡�牙)
- 大�è‰åˆ¸äº¤ï¿½æ‰€ï¼ˆæ—¥æœ¬ï¼‰
- 香港期貨交�所(HKFE)
- æ–°åŠ ï¿½äº¤ï¿½æ‰€(SGX)
- 澳大利亞期貨交�所(ASX)
- ��羅è‰åˆ¸äº¤ï¿½æ‰€ï¼ˆå·´è¥¿ï¼‰