Chii chinonzi FXCN ETF, kudzoka kubva muna 2022, kuumbwa kwehomwe, machati epamhepo, fungidziro.
ETFs uye
mutual funds imari inodyara mukuchengetedza, simbi kana zvinhu. Vanotevera indekisi chaiyo kana chigadzirwa zvakanyanya sezvinobvira. Homwe ye index ndiyo imwe yedzakanakisa nzira kune anongoita investor anoda kuisa mari muhupfumi hwenyika. Iko kune mari yekuchinjana-inotengeswa iyo inounganidzwa zvichienderana neyakakurumbira nzira yekudyara. FinEx China UCITS ETF – (ETF FXCN) ndiyo chete ETF paMoscow Exchange inokubvumira kutora chikamu mukukura kwehupfumi hweChina.
Kambani yeIrish Finex inonyatso tevera Solactive GBS China ex A-Shares Large & Mid Cap USD Index NTR. Vanoisa mari vanogona kutenga zvikamu zveFXCN ETF zveRubles kana madhora.
Kuumbwa kweETF FXCN homwe pazvikamu zveChina
Iyo manejimendi kambani inovimbisa kudzokorora kuumbwa uye chimiro cheSolactive GBS China ex A-Shares Yakakura & Mid Cap USD Index NTR index. Iyi haisi index yeChina, asi indekisi yereferensi yeAmerican mupi Solactive yekutevera maitiro ezvitoro munyika dzakabudirira uye dzichiri kusimukira. Iyi indekisi inoteedzera mafambiro emakotesheni emakambani ane makuru uye epakati capitalization. Inobata 85% yezvikamu zveChina (zvisingasanganisire maA-shares eChina). Iyo index inotarwa senge index yekudzoka kwese, inoyerwa nemusika capitalization, mari yeindekisi iUS madhora. Migove inoiswazve zvizere. Pakutanga kwa2022, iyo index inosanganisira mazana maviri nemakumi maviri neshanu makambani eChinese. Iyo FXCN ETF inoratidza kuti pane 233 securities muportfolio, 6 yacho ine zero stake. Makambani ane huremu hwepamusoro mune index ndiwo anonyanya kukosha. Tinoona mumakambani gumi epamusoro, hofori dzechiChina dzinozivikanwa zvikuru. Hafu yezvivimbiso zvine chikamu chisingasviki 0.2%. Yepamusoro gumi ETF FXCN inotaridzika seizvi:
- TENENT ORD – 17.21%;
- ALIBABA GROUP HOLDING ADR REP 1 ORD – 11.3%;
- MEITUAN DIANPING-CLASS B – 5.38%;
- CCB ORD H – 3.36%;
- COM ADR REP 2 CL A ORD – 3.31%;
- PING AN ORD H – 2.3%;
- ICBC ORD H – 2.24%;
- BAIDU ADR REP 1/10 CL A ORD – 2.13%;
- NETEASE ADR REP 25 ORD – 1.86%;
- WUXI BIOLOGICS CAYMAN INC – 1.66%.
Pakazara, gumi epamusoro masheya anoita inenge hafu yepodfolio. Mamiriro acho akafanana mukugoverwa neindasitiri, chikamu chetatu chepodfolio – migove yezvinhu zvevatengi zvekuda kusarudzwa, inenge chikamu chechina chemabasa ekutaurirana, 17% yakapihwa kuindasitiri yezvemari.
A-migove migove inotengeswa chete paChinese stock exchange, kutenga nevashambadziri kubva kune dzimwe nyika kushoma. Inofungidzirwa kuva mari ine ngozi zvikuru.
Iyo index (uye nekudaro homwe) inosanganisira akawanda anochengetedza masheya:
- H-shares/Red Chips (Hong Kong Exchange);
- ADR/N-shares (USA);
- B-migove (Shanghai uye Shenzhen).
Nguva yekuita mari muChina, China ETF fund FXCN kubva kuFinex, yakakodzera kutenga, ongorora: https://youtu.be/xmDyKfYUWGI
FXCN mari inodzoka
Mutengo weInvestor wekudyara muFXCN ETF 0.9% yeNAV (net asset value) pagore. Mari iyi inosanganisira zvese zvakashandiswa homwe, kambani inovimbisa kuti iyi ndiyo yakawanda mari inozobhadharwa nemubhadharisi. Iyi mari haina kuwedzera kubviswa kubva kuaccount yebrokerage, izvi zvinoverengerwa mumakotesheni. KuRussia, makomisheni akadaro anoonekwa seavhareji, nepo muUnited States, mari zhinji inodhura zvakapetwa kagumi. Zvinogona kunge zvisingaite kunge zvakakosha, asi nekudyara kusingaite kwe10-30 makore, yega yega 1% inogona kuve yakakosha 10-30% yekurasika kudzoka. Iwe unofanirwawo kufunga nezvekomisheni yebroker yekutenga nekutengesa kwemasheya nemitero.
Kudzoka kwekudyara muFXCN ETF kunoenderana neanotevera paramita:
- Iyo dynamics yekotesheni inosanganisirwa mune index yeChinese stocks.
- dividend policy.
- Exchange rates.
Ngatinyatsoongororai pfungwa yekupedzisira. Makambani eChinese anoumba index anonangana neChinese yuan, asi homwe yeSolactive GBS inotengeswa nemadhora ekuAmerica. Munhu anodyara mari paMoscow Exchange anogona kutenga homwe yefxcn zvese zveRubles uye zvemadhora. Anogona kutenga nemadhora uye kutengesa rubles, kana zvakasiyana. Kana iyo ruble inowira pamusoro pedhora, mutengesi anogona kuita purofiti muRubles, kunyange kana mutengo wehomwe mumadhora uchiderera. Pfungwa iyi yakakodzera kufunga nezvayo. Homwe iyi yave kutengeswa kubva muna Zvita 2013. Munguva iyi, homwe yacho yakaratidza 204,66% muRubles uye 29,66% mumadhora eUS. Kusiyana kwakakura kwakadaro kunokonzerwa nekudonha kweruble muna 2014.
Kubatsira kweETF FXCN kwenguva yese yekuvapo [/ Caption] 2021 rakanga risiri gore rakanyanya kufarirwa nehupfumi hweChinese, pakagadziriswa zvinodarika makumi maviri neshanu%. Asi vatengesi venguva refu vachiri kuita purofiti muRubles uye mumadhora. Sezvauri kuona, pakave nekugadziriswa kutatu kweChinese index mumakore masere. Kuderera kukuru kwakatora mwedzi yakati wandei, dzimwe nguva kupfuura gore. Kuisa mari muhomwe yemasheya kwenguva pfupi kune njodzi huru. Sekureva kweiyo manejimendi kambani Phinex, avhareji kusagadzikana kwehomwe ndeye 20.99% pagore, kukanganisa kwekutevera i0.39%.
Nzira yekutenga FXCN ETF
Kudyara muhupfumi hweChinese kuburikidza neFXCN ETF kubva kuPhinex, unofanirwa kuve neakaundi
yebrokeragenekuwana kuMoscow Exchange. Kune vanotanga, pane Tenga ETF chikamu pane iyo Phoenix yepamutemo webhusaiti, kwaunogona kusarudza broker uye kuvhura account. Vagadziri vemari vanogona kutenga maFXCN ETF neakajairwa kana ega ega account account. Kuti usunungurwe kubva kumitero, unofanirwa kuchengeta homwe yemakore anopfuura 3 pane imwe nhoroondo yenguva dzose, kana kusarudza IIS rudzi B. Kuti utenge, unoda kuisa rubles kana madhora muakaunti. Uye iwe unogona kuita zvese. Kuti uwane homwe yeFXCN pawebhusaiti yemubhuroka kana muchirongwa chekutengesa, unofanirwa kuisa ticker “FXCN” kana kutsvaga kukasadzosera ISIN kodhi IE00BD3QFB18. Tevere, isa nhamba yaidiwa yezvikamu, ziva huwandu hwekutengesa uye simbisa kutengeserana. Mutengo wazvino unogona kutariswa mukushandisa kwebroker kana paMoscow Exchange webhusaiti
https://www.moex.com/en/issue.aspx?board=TQTF&code=FXCN. Pakutanga kwe2022, iri 3068 rubles. Kune 2022, iyi ndiyo chete nzira yekuisa mari muhupfumi hweChinese paMoscow Exchange.
FXCN ETF Tarisiro
FXCN ETF ndiyo homwe yekare paMoscow Exchange, yagara iri imwe yezviridzwa gumi zvinonyanya kufarirwa. Zvinoenderana neMoscow Exchange ye2022, iri pamutsetse wechitatu mune yepamusoro gumi mari mumapotfolio eRussia akazvimirira emari. FXCN inotengwa zvese zvepodfolio
diversification uye nekuda kwekukura kwenguva refu kwehupfumi hweChinese. Dzimba dzinotungamira dzekudyara uye vanoongorora, kusanganisira World Bank, vane maonero akanaka nezvehupfumi hweChina. Vanotenda kuti mumakore gumi anotevera, makambani ekuChina acharatidza kukura kwakanyanya. Usati waisa mari muhupfumi hweChinese, zvinodikanwa kuverenga njodzi.
FXCN ihomwe ye equity uye inoshanduka zvakanyanya. Iwe unofanirwa kuitenga mune yakakura-njodzi portfolio. Vagadziri vane njodzi yakaderera kana yakadzikama havafanire kunge inopfuura 13% yeFXCN, chikamu chezvisungo chinofanira kunge chiri 20%.
Kukura GDP muChina hazvirevi kuti makambani ekutengesa kunze acharatidza kukura kwakasimba. Usakanganwa kuti iyi Middle Kingdom inoreva misika iri kusimukira. Zvinoenderana nezvinodiwa neEU, mari yese inotengeswa-inotengeswa inofanirwa kunyorwa sekudyara kune njodzi kubva pa1 kusvika 7, uko ukoshi hwepamusoro hunoreva njodzi huru. FXCN iri pazinga 6. Musika weRussia wemari unofungidzirwa kuti une ngozi, FXRL iri pazinga 5, tna pamatokisi eU. Panofanirwa kutariswa kunetsana kuri pakati peUS neChina, maitiro emusika weChina anoenderana nezviito zvakatorwa nekanzuru yeJoe Biden. Kune kushomeka kuri pachena kupokana pakati penyika mbiri idzi, asi mutemo weUS wakanangana nekuparadza hupfumi hweChina. Muna 2022, pane mukana wakanaka wekutenga zvikamu zvakachipa zveChina, uchiverengera pamutengo mutsva wakakwira. Asi zvinofanirwa kurangarirwa kuti kuderera kunogona kuenderera uye makotesheni anogona kurasikirwa neimwe 15-30%. Kutenga kunofanirwa kuitwa muzvikamu zvakaenzana mushure meimwe nguva yenguva kana kumirira kuparara kwe200 inofamba avhareji ichikwira kumusoro pane chati yezuva nezuva.
Mabhenefiti eFXCN
- Iyo chete homwe muRussia inodyara muChinese stocks.
- Kukura kukuru kunogona mumakore gumi anotevera.
- Kuwanikwa – mutengo wechikamu chimwe mudiki, kusanganisira fxcn.Ainvestimari ane chero capital anogona kutenga. Iwe haufanirwe kuve mutyairi anokwanisa kutenga fxcn.
Zvakaipa zveFXCN
- Iyo portfolio inotsamira zvakanyanya pane masimba ehofori – Alibaba uye Tencent.
- Musika weChinese uri kukura, kune matambudziko, kune hondo yekutengeserana neUnited States, hazvizivikanwi kuti ndiani achakunda pakupedzisira.
- Mari iyi yakanyoreswa muIreland, uye kana matambudziko akamuka, vatengesi vekuRussia havagone kuwana dziviriro yepamutemo muEuropean Union.
- Kunyanya kumusoro, kune etf yenyika: fund commissions. Mamaneja anoshuma kuti havaronge kutevedzera mafambiro epasi rose ekudzikisa mari yevanodyara. .