i-VCAP美国回酬10.31%
(吉隆坡8日讯)i-VCAP管理私人有限公司(简称i-VCAP)旗下的交易型指数基金(ETF)——MyETF Dow Jones U.S. Titans50(简称MyETF-US50),截至7月杪取得10.31%总回酬率。
根据日前的文告,自从今年2月杪上市以来,该基金分别取得6.47%资本增值率和3.84%汇率收益率,总回酬共10.31%。
i-VCAP总执行长凯利沙林表示,在美国市场出现增长放缓,及市场对贸易保护政策保持谨慎的情况下,MyETF-US50仍能取得强劲表现,公司因而感到骄傲。
他说:“若投资者在基金初创时买入,现在回酬已超过10%。”
他补充说:“该基金的基准指数,即道琼斯回教市场U.S. Titans 50指数,在2月20日至6月30日期间的表现,已超越其它被认为是美国市场健康指标的指数,包括标普500指数、标普100指数及道琼斯指数。”
此外,道琼斯回教市场(亚太除日本)总回酬指数(DJIP2T)、MSCI东南亚总回酬指数(M1SO)、富时隆综指Hijrah Shariah及富时隆综指,在首半年均陷入负回酬。相比之下,MyETF-US50的6.47%回酬更为亮眼。
作为大马首个美元指数基金,MyETF-US50主要追踪美国50大回教股。
最后,凯利沙林也鼓励投资者,将ETF视为多元化投资的管道,因为ETF有潜力给出强劲的回酬。
e南洋: i-VCAP美国回酬10.31%
KUALA LUMPUR (Aug 2): i-VCAP Management Sdn Bhd said its exchange traded fund (ETF), MyETF Dow Jones U.S. Titans 50, has achieved a total return of 10.31% as at July 30 since listing early this year.
The fund’s performance is attributable to both price returns of 6.47% and currency gains of 3.84% over the period, i-VCAP said in a filing with Bursa Malaysia.
“MyETF-US50 was able to deliver strong performance against a backdrop of slowing growth in the US market and concerns over protectionist policies.
“If an investor had subscribed to the fund since its inception, they would have seen their total return hit double digits at more than 10% by now,” said i-VCAP CEO Khairi Shahrin Arief Baki.
Khairi said the fund’s benchmark Index, the Dow Jones Islamic Market U.S. Titans 50 Index, outperformed various indices which may be considered barometers of US market health from Feb 20 to June 30. These include the S&P 500, S&P 100, and Dow Jones Industrial Average.
i-VCAP said MyETF-US50 also outperformed certain domestic and regional indices in the first half of 2018.
“The Dow Jones Islamic Market Asia/Pacific ex-Japan Total Return, MSCI South East Asia Net Total Return Index USD, FTSE Bursa Malaysia Hijrah Shariah, and FTSE Bursa Malaysia KLCI indices all saw negative returns from January to 26h July 2018, while the MyETF-US50 in contrast delivered a price return of 6.47% over the same period,” it said.
MyETF-US50 was listed on Feb 28, marking a first for Malaysia as the country’s first US dollar-denominated security to be listed on Bursa Malaysia, entirely tradeable in US dollars on the local bourse. The fund comprises the 50 largest syariah-compliant companies listed in the US.
TheEdgeMarket: MyETF-US50 achieves 10% total return since listing










