郝红卫生病自动化所:安东尼?波顿中国基金跌破净值 Bolton’s China fund suffers

来源:百度文库 编辑:九乡新闻网 时间:2024/03/29 19:47:36

Anthony Bolton, the feted fund manager at Fidelity International, has suffered a stumble following the poor performance of his new flagship China fund this year.

备受尊敬的富达国际(Fidelity International)基金经理安东尼?波顿(Anthony Bolton)遭受挫折,此前他新推出的旗舰中国基金今年表现疲弱。

Mr Bolton’s China Special Situations fund raised £460m ($742m) when it launched with much fanfare on the London Stock Exchange last April. But in the year to date, shares in the fund have dropped 20 per cent, a much sharper fall than the broader Shanghai and Hong Kong markets.

波顿的中国特殊情况基金(Fidelity China Special Situations)去年4月大张旗鼓在伦敦证交所(LSE)上市,募资4.6亿英镑 (合7.42亿美元)。但今年迄今,该基金股价已累计下跌20%,跌幅远远超过上海和香港大盘。

Over the same time, the net asset value of the fund dropped 14.4 per cent.

同期,该基金的资产净值下跌14.4%。

For the first time since May 2010, the share price of the fund dipped below its net asset value – a phenomenon that suggests a dip in investor confidence in Mr Bolton’s ability to produce the consistent double digit returns that have been the hallmark of his 30-year investing career.

这是该基金股价自去年5月以来首次跌破其资产净值,这似乎表明,投资者对于波顿持续创造两位数回报率的能力缺乏信心,而两位数回报率是他30年投资生涯的标志。

Chinese stocks listed on stock exchanges across the world, including Hong Kong, London and New York, have declined this year due to worries about corporate governance problems and concern that the Chinese economy is slowing while inflation remains stubbornly high.

在香港、伦敦和纽约等全球股市上市的中国股票今年都出现下跌,因为市场对于这些企业的公司治理问题感到担忧,同时担心在通胀居高不下之际中国经济正在放缓。

In the year to date, the Shanghai Composite index has fallen 5.12 per cent while the Hang Seng index in Hong Kong has dropped 4.7 per cent.

今年迄今,上证综指(Shanghai Composite index)已累计下跌5.12%,香港恒生指数(Hang Seng)下跌4.7%。

Shares in Mr Bolton’s fund closed at 94p on Thursday, down 6 per cent from the price of 100p at which investors bought shares in its initial public offering.

波顿中国基金的股价周四收于0.94英镑,较首次公开发行(IPO)时的1英镑下跌6%。

Previously, the fund traded at a premium over its net assets that went as high as 13 per cent last November, a price investors were willing to pay for Mr Bolton’s record of market-beating returns.

去年11月,该基金股价相对于资产净值的溢价曾高达13%,当时投资者愿意为波顿跑赢市场的记录支付这样的溢价。