由123财富管理公司所管理的123投资成长基金(123 Investment and Growth Fund) 在2018财政年度取得了优越的成绩,基金净回报为20.14%,其中包含了6.39%的年度分红,这个回报相比基金所设立的基准参考值高出14.22%。
访问专业投资管理公司
123 Investment Management
董事总经理 Charley Wang
123投资管理公司的总裁Charley Wang 王晓先生以他长达16年的澳洲摩根士丹利的投资顾问经验管理着123投资成长基金中的投资组合,2018财年6月30日该基金投资组合排名前三的上市公司为CSL医疗公司,MQG麦格理银行,ASX澳洲证交所。其中CSL医疗公司和MQG麦格理银行的股价在2018财年涨幅分别高达40%,并且两家公司都是澳洲前十大公司。
123投资成长基金是符合澳大利亚重大投资者签证中的基金产品之一,基金的设立是建立在没有借贷和没有采用金融衍生工具放大的基础上。详情请与我们联系。
123投资管理公司本着公司的 “多付一份辛勤”,“诚信” 的准则,为客户提供优质服务,基金最低的投资额度为$150,000澳元,投资者需要符合澳洲专业投资者证明。在完善基金的设立以及具有两年的成绩记录后,我们为了满足更多想要了解我们基金的投资者,近期公司将举办多次投资讲座,将我们的投资心得以及更加具体的基金资料分享给大家,欢迎感兴趣的投资者们报名参加。由于名额有限,请尽早登记。
系列讲座
股市现状,个股例析
时间
11月23日 周五 12:30pm
12月18日 周二 12:30pm
地点
102w, Level 1, The Block Arcade, 282 Collins St Melbourne VIC 3000
报名方式
电话
03 96398882
报名请添加二维码
并备注“讲座”
123投资管理公司(123 Investment Management Pty Ltd, AFSL: 469061)持有澳大利亚金融服务牌照,更多关于123投资管理公司的资料,请参阅公司网站
www.123investment.com.au
或www.EQT.com.au/insto
免责声明:
This document contains market commentary by 123 Investment Management Pty Ltd, such commentary and ideas are based upon generally available information. Although the information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, and such information, which may be incomplete or condensed Information, may change over time and may not be up to date at the time of publication. This material may contain general advice. General advice is prepared without taking into account your objectives, financial situation or needs. Reference in this document to any financial product is not an offer or recommendation to invest in that product. You should refer to the offer document for any product referred to and seek advice before considering an investment. A reference to an individual security is not a recommendation in relation to that security and is based on historic information. The 123 Investment and Growth Fund is not registered with ASIC and is only available to wholesale investors as defined in the Corporations Act 2001.
123 Investment Management Pty Ltd (ABN39601788274, AFSL 469061) can be contacted at 102W, Level 1, “The Block Arcade”282-284 Collins Street, Melbourne Vic 3000, or on +61 03 9639 8882.