Indlela yokuTyala imali kwi-Global Sector Fund

Fumana iifom zeNgcaciso zeMigangatho yehlabathi

Kukho iindlela ezininzi ezahlukileyo zokutshala imali kwiimarike zomhlaba wonke, ukusuka kwixabiso lomthonyama lokutyalomali kwiimpahla ezizimeleyo ukutshala imali ehlabathini jikelele kwiimali zelizwe. Iimali zeCandelo zinika indlela enkulu yokwakha ukukhutshwa kwehlabathi kumacandelo athile kwiipotifoliyo ngelixa igcina iipotifoliyo ezihlukeneyo . Abatyalomali bamazwe ngamazwe banokufumana le mali ibe yinto eyanzelayo kwiimali zecandelo lekhaya.

Kule nqaku, siza kujonga ukuba yeyiphi igalelo lezezimali zehlabathi, indlela yokutshala imali kwi-sector sector funds, kunye nezinye izinto ezibalulekileyo kubatyalomali bamazwe ngamazwe.

Ziziphi iiNkcazo zeNkcazo zeSizwe?

Imali yecandelo lehlabathi liyimali yomxhasane okanye i- exchange-exchangeed funds (ETFs) eziqulethwe ngamashishini kwinkampani enikwe. Ngokungafani nemali yamazwe ngamazwe, ezi mali zingabandakanyeka (kubangama-70 ekhulwini kwezinye iimeko) ukufikelela kwi-United States. Oku kuthetha ukuba bahlala bekhuphisana neengxowa-mali zamacandelo kunokuba bawancedise. Kodwa, kulula kakhulu kunokutshala imali kwiimali ze-American Depositary Receipts (ADRs) okanye isitokhwe sangaphandle.

Inketho ethandwa kakhulu kubaTyalo-mali be-ETF yi-iShares Global Sector ETFs, equka:

• iShares Global Infrastructure ETF (IGF)
• iShares Global Healthcare ETF (IXJ)
• iShares Global Tech ETF (IXN)
• iShares Global Energy ETF (IXC)
• iShares Global Consumer Staples ETF (KXI)

• iShares Global Financial Financials ETF (IXG)
• iShares Global REIT ETF (REET)
• iShares Global Gold Miners ETF (RING)
• iShares Global Metals & Abavelisi beMigodi ETF (PICK)
• iShares Global Telecom ETF (IXP)
• IShares Global Materials ETF (MXI)
• iShares Global Timber & Amahlathi ETF (WOOD)
• IShares Global Consumer Discretionary ETF (RXI)

• iShares Global Industrials (EXI)
• iShares Global Utilities (JXI)
• iShares Global Energy Clean ETF (ICLN)

Abanini-mali be-Mutual banamanye amaninzi okukhethayo xa kuziwa kwiimali zecandelo lehlabathi, kubandakanywa nezimali ezilawulwa ngokuzithandela ezithatha indlela yokujonga.

Ezinye iimali eziziwayo ezixhamlayo zehlabathi ziquka:

• I-T. Rowe Intengo ye-Global Global Technology Fund (i-PRGTX)
• I-Lezard Global Listed Infrastructure Portfolio (GLIFX)
• I-Vanguard Health Care Fund (i-VGHCX)

Abatyalomali bamazwe ngamazwe banokufuna ukutyelela ababoneleli bemali-mali, njengeVanguard, ukuba bafumane iipalatilili zabo zecandelo lehlabathi elifanelekileyo kakhulu.

Izizathu zokutshala imali kwi-Global Sector Fund

Kukho izizathu ezininzi zokuba abatyali-mali bafune ukuqwalasela iimali zecandelo lehlabathi kuneengxowa-mali zecandelo lasekhaya.

Inzuzo yokuqala eyona nto ibonelela ngezinga eliphezulu lokuhlukahluka kwiimeko ezinxulumene nobungozi ezinokuthi zingaphazamise amacandelo. Ngokomzekelo, ingxowa-mali yengxowa-mali yasemakhaya inokuxhomekeka kwiinkcitho zikaRhulumente wase-US ngelixa i-fund ye- infrastructure yehlabathi ayixhomekeke kuyo nayiphi na urhulumente omnye. Ingxowa-mali yehlabathi jikelele yeengxowa-mali inokuzuza kwakhona kwiindleko ezinkulu kumazwe athengayo athengisa njengeChina okanye iNdiya.

Inzuzo yesibini eyinqobo kukuba i-sector sector funds iyindlela elula yokutshala imali kumazwe ngamazwe ngamazwe.

Ngokomzekelo, umtyalo-mali unokufumana inkathazo enkulu yokwakha iphothifoliyo equkethe i-ADR kunye ne-stocks zangaphandle xa kuthelekiswa nokuthenga i-fund eqhuba ishishini ekutshintshisweni kwe-US kwaye sele sele ihluke ngokupheleleyo kwihlabathi. Ingxowa yecandelo lehlabathi lonke lilula ukugcinwa kunokuba iipotfoliyo zonke zeesitokethi ezifuna ukulandelana kwemali .

Izinto ezinobungozi kunye nezinye izinto

Igalelo lecandelo lehlabathi libonelela ngeenzuzo ezininzi, kodwa kukho ezinye iingxaki ezithintekayo ukuba abatyali-mali baqwalasele ngenyameko phambi kokutshala imali kubo.

Impembelelo enkulu kukuba igalelo lecandelo lehlabathi lihlala linomlinganiselo ophezulu weendleko kuneemali zecandelo lasekhaya. Emva koko, kuyabiza ngakumbi ukwakha nokugcina iphothifoliyo yamazwe ngamazwe ngama-stocks malunga nesiphothifoliyo sasekhaya. Ezi zindleko zingadla kwiingeniso zentlawulo ngexesha elide kwaye zibe nempembelelo ebonakalayo kwiprofayile yeprofesti.

Abatyalomali bangafuna ukucinga ngeendleko eziphantsi ze-ETF zokulwa neendleko eziphezulu.

Isalathiso sesibini kukuba igalelo lecandelo lehlabathi lingabonakaliswa nengozi yokungenisa imali. Ngokomzekelo, ingxowa-mali yecandelo leziseko lehlabathi lingabonakaliswa ngokuphawulekayo kwiimpahla ezihambelanayo neziseko zeChina. Ukuwa kwezithuba zengxowa - ziseko zakwa-China -ngenxa yeenguqu zorhulumente-kunokukhokelela ukuba i-fund ilahlekelwe yixabiso elithile, kodwa ingxowa-mali yengxowa-mali yekhaya ayiyi kuba nelo mngcipheko.

Ngaphantsi

Imali yecandelo lehlabathi libonelela ngendlela eninzi yokuba abatyali-mali bakwazi ukwandisa ukubonakala kwabo kumacandelo athile, njengeteknoloji, ukunakekelwa kwezempilo okanye izibonelelo. Ngokungafani nemali-mali kuphela, iifowuni zehlabathi zinikeza uncedo olubanzi kunye namathuba okubuyiswa okutsha okulungele umngcipheko kwixesha. Abatyalomali abanengqondo yomhlaba bangafuna ukuqwalasela ukubeka imali kwi-domestic sector funds kunye neengxowa-mali zecandelo lehlabathi ukwenzela ukufumana ezi ntlawulo.