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債王押錯注旗艦基金14年首蝕 @ 2014-01-04T08: Back Hot News
Keyword:總回報基金
Concept:格羅斯旗艦基金2013年 , 總回報基金去年負回報
金融市場沒有不敗傳奇!債王格羅斯(BILL GROSS)掌舵的全球最大債券基金「PIMCO總回報基金」,2013年出現近2%的負回報率,股神巴菲特去年的投資表現,亦可能是他自1965年入主巴郡以來,首次未能達到投資目標。
同樣慘遭滑鐵盧的還有「債王」格羅斯(BILL GROSS)。研究機構MORNINGSTAR周四公布初步數據,指由格氏掌舵的全球最大債券基金「太平洋投資管理公司總回報基金」(PIMCO TOTAL RETURN FUND),去年錄得1.92%的負回報率,遠遜前年的10.4%正回報率,是1994年以來最差,主要原因是格羅斯巨額押注美國國債,卻受退市疑雲帶來的債息上升影響,令所持債券貶值。

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