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資本集團投資透視
Market downturns happen frequently but don’t last forever
Sources: Capital Group, Standard & Poor’s.
Missing just a few of the market’s best days can hurt investment returns
Sources: RIMES, Standard & Poor’s. As of 31/12/21. Values in USD.
When stock prices fall, you can get more shares for the same amount of money and lower your average cost per share
Source: Capital Group. Over the 12-month period, the total amount invested was $6,000, and the total number of shares purchased was 439.94. The average price at which the shares traded was $15, and the average cost of the shares was $13.64 ($6,000/439.94). Hypothetical results are for illustrative purposes only and in no way represent the actual results of a specific investment. Regular investing does not ensure a profit or protect against loss. Investors should consider their willingness to keep investing when share prices are declining.
No asset class has consistently offered the best returns year in and year out
Source: RIMES. U.S. large-cap stocks - Standard & Poor's 500 Composite Index; Global small-cap stocks - MSCI All Country World Small Cap Index; International stocks – MSCI All Country World ex USA Index; Emerging markets stocks – MSCI Emerging Markets Index; U.S. bonds – Bloomberg Barclays U.S. Aggregate Index; International bonds – Bloomberg Barclays Global Aggregate Index; Cash – Bloomberg Barclays U.S. Treasury Bills Index: 1 - 3 Months.
High-quality bonds have shown resilience when stock markets are unsettled
Sources: Capital Group, Morningstar. Dates shown are based on price declines of 12% or more (with dividends reinvested) in the unmanaged MSCI World with at least 50% recovery persisting for more than one business day between declines. The returns are based on total returns in USD. As of 31/12/21.
Sources: Capital Group, Morningstar, Standard & Poor’s. As of 31/12/21.
彭博巴克萊美國綜合債券指數代表美國投資級定息債券市場。
標準普爾500綜合指數為市值加權指數,根據約500隻獲市場廣泛持有的普通股業績計算所得。標普500綜合指數(「指數」)為標普道瓊斯指數公司(S&P Dow Jones Indices LLC)及/或其聯屬公司的產品,並已授權予資本集團使用。© 2021 版權屬標普道瓊斯指數公司(標普全球的一個部門)及/或其聯屬公司所有,並保留一切權利。未經標普道瓊斯指數公司的書面批准,不得分發或複製全部或部分有關內容。
MSCI並未批准、審閱或編製本網站發佈的報告,概不提供任何明示或暗示的保證或申述,亦不會對所述的任何數據負責。您不得再分發MSCI的數據或將其用作其他指數或投資產品的依據。
彭博®為Bloomberg Finance L.P.(與其聯屬公司統稱為「彭博」)的商標。巴克萊®為巴克萊銀行集團(與其聯屬公司統稱為「巴克萊」)的商標,並獲特許使用。彭博或巴克萊並無批准或認可本文件,亦不保證本文件內任何資料的準確性或完整性,並在法律允許的最大範圍內,不會就因本文件而產生的傷害或賠償承擔任何法律責任或責任。
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RELATED INSIGHTS
過往業績並非將來業績的保證。投資的價值及來自投資的收入可升亦可跌,閣下可能損失部分或全部原投資額。本資料不擬提供投資、稅務或其他意見,亦不擬招攬任何人士購買或出售任何證券。
個別人士的陳述僅代表其截至發佈日的個人立場,不一定反映資本集團或其聯屬公司的意見。一切資料為所示日期之資料,除非另行訂明。某些資料可能從第三方取得,因此概不保證該資料的可靠性。
資本集團透過三個投資部門管理股票投資。該等部門獨立作出投資與代理投票決定。固定收益投資專家為整個資本集團組織提供固定收益研究及投資管理;然而,對於擁有股票特點的證券,他們僅代表三個股票投資部門的其中之一。