永明:下半年續看好美股由盈利增長帶動 港股看法中性樂觀 (16:45) – 20240620 – 即時財經新聞

港股方面,龔偉怡看法中性樂觀,近期反彈後估值仍然便宜,市場觀望下月內地三中全會會否有更多政策支持,帶動港股估值回歸中值。對於強積金客戶配置,龔偉怡指要視乎客戶年齡和投資風險取向,以30歲承受風險能力較強客戶為例,股票可配八成,債券可配兩成,美股可作為核心資產配置,加上中港股票、低碳基金分配風險,而美國減息進入減息周期,定息資產會最為受惠。

永明強積金去年6月推出美股、歐股和低碳基金,永明資產管理香港行政總裁顏建華表示,截至今年5月底,3隻基金規模錄近70億元,其中美股基金約有50億元,低碳基金約10億元,年初截至上周末,美股基金錄14%回報,低碳和歐股基金有8%回報。由於中港市場受壓,去年美股基金推出後有客戶將資金轉往美股基金。

永明推上述三隻基金管理費優惠,由7月2日至9月30日,管理費上限由1.1%至1.305%,降至0.88%。

 

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