2007年基金和板块三月月报

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从GLOBEFUND数据统计(每月10日后出笼),得到基金和板块三月业绩表现如下.

1. TSX板块.

Index NameMarchRankYTD(%)YTD Rank
S&P/TSX Capped Cons Discretionary1.53%64.295
S&P/TSX Capped Cons Staples-1.30%10-0.919
S&P/TSX Capped Divers Metals & Mining5.17%17.261
S&P/TSX Capped Energy3.09%20.418
S&P/TSX Capped Financials1.79%42.217
S&P/TSX Capped Gold-5.19%12-6.0113
S&P/TSX Capped Health Care-0.99%8-3.6212
S&P/TSX Capped Income Trust-1.44%11-110
S&P/TSX Capped Industrials0.69%77.252
S&P/TSX Capped Info Tech-6.16%14-1.4911
S&P/TSX Capped Materials-1.22%92.986
S&P/TSX Capped Real Estate Index-5.50%134.44
S&P/TSX Capped Telecom Services2.70%37.013
S&P/TSX Capped Utilities1.78%5-6.8914


2. 基金指数:

Index NameMarchMarch RankYTD(%)YTD Rank
BMO Nesbitt Burns Cdn Small Cap Index1.30%76.011
Globe Alternative Strategies Peer Index0.34%151.4416
Globe Asia ex-Japan Equity Peer Index2.07%41.6813
Globe Asia/Pacific RIM Peer Index-0.63%260.5125
Globe Canadian Balanced Peer Index0.36%131.2419
Globe Canadian Bond Peer Index-0.31%210.624
Globe Canadian Equity Peer Index1.31%62.429
Globe Canadian Equity Pure Peer Index1.22%92.597
Globe Cdn Dividend and Eq Inc Peer Index0.99%101.6813
Globe Cdn Income Balanced Peer Index0.35%141.5415
Globe Cdn Income Trusts Peer Index0.05%182.766
Globe Cdn Short Tm Bond & Mtg Peer Index0.10%170.7123
Globe Cdn Small Cap Equity Peer Indx1.69%55.372
Globe Emerging Markets Equity Peer Index2.87%21.3417
Globe European Equity Peer Index2.69%34.043
Globe Financial Services Peer Index-0.01%19-0.4430
Globe Foreign Bond Peer Index-0.71%270.4627
Globe Global Balanced Peer Index0.30%161.1220
Globe Global Equity Peer Index0.90%111.8811
Globe Health Care Peer Index-0.52%251.3118
Globe High Yield Bond Peer Index-0.34%231.8112
Globe International Equity Peer Index1.29%82.468
Globe Japanese Equity Peer Index-2.28%300.5125
Globe Natural Resources Peer Index2.88%13.434
Globe North American Equity Peer Index0.90%122.3110
Globe Precious Metals Peer Index-2.06%290.8421
Globe Real Estate Peer Index-0.88%283.245
Globe Science and Technology Peer Index-0.42%240.7522
Globe Specialty or Misc. Peer Index-0.32%220.1728
Globe U.S. Equity Peer Index-0.24%20-0.0329

3. 金山最优组合基金.

基金名三月业绩YTD 业绩
金山最优组合基金1.24%0.43%
TSX0.96%1.99%




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