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新浪財經InvestGlobal收錄了在美國、英國、香港、滬深等地證券交易所掛牌交易的ETF行情信息,其中,跟蹤富時羅素(FTSE Russell)指數系列的ETF有389只。點此查看分類詳情。
“市場基準|Benchmark”欄目提供了上述ETF所跟蹤的富時羅素旗下指數線索。投資者可通過“ETF篩選器”篩查美國市場交易所交易產品的具體信息。
以下為欄目涉及到的富時羅素指數系列的官方介紹(注:所有信息均綜合自富時羅素官網,信息收集時間截至2019年9月10日):
■FTSE Global Equity Index Series (GEIS)
富時全球股票指數系列(GEIS)
FTSE GEIS provides a robust global equity index framework with the versatility to tailor to your investment view. The series includes over 16,000 large, mid, small, and micro cap securities across 49 developed and emerging markets globally, with a wide range of modular indexes available to target specific markets and market segments.
FTSE Russell offers a consistent and flexible capping methodology to help investors meet concentration and diversification requirements.
富時全球和地區股票指數是基于規則編制的綜合指數,用以衡量全球和各地區股市的表現,為投資者提供一套完整的投資組合管理和基準工具。富時全球指數系列包含49個國家的16,000多支股票,為投資者帶來廣泛的股票覆蓋率。全球指數系列還可細分為不同資產類別、地域、市值規模和行業的指數。富時全球股票指數系列是富時全球、地區、國家和行業指數系列的基礎。
該指數系列細分為發達、先進新興、次級新興部分,為投資者提供自行開發可投資資產組合的機會。該系列的模塊化特性能為建構投資組合提供多種選擇,而指數的計算可包括地區、國家和行業層面。之后,投資者可以按照市值規模挑選指數,包括涵蓋層面最廣的富時全球全市場指數(大盤股/中盤股/小盤股)、富時環球指數(大盤股/中盤股)或市值指數(大盤股、中盤股或小盤股)。
該指數系列的模塊化性質,使中國投資者在建構投資組合時擁有不同的選擇。在合格境內機構投資者計劃核淮的發達和新興市場,富時提供了涵蓋全球、各地區、各國家和行業的指數。
■FTSE UK Index Series
富時英國指數系列
The FTSE UK Index Series is designed to represent the performance of UK companies, providing market participants with a comprehensive and complementary set of indexes that measure the performance of all capital and industry segments of the UK equity market.
富時英國指數系列是專為代表英國公司表現而設計,為投資者提供全面和互補的指數,以度量英國股市所有市值規模和產業的表現。
旗艦指數富時100指數代表100家最大的英國注冊的藍籌公司的表現,約占英國市場總市值的84.35%。該指數被廣泛采納為衍生工具和ETF等投資產品的基準,多家ETF供應商采用此指數作為其英國主題ETF的基準,其中一支ETF的資產值為歐洲十大ETF之一。
■FTSE China Indexes
富時中國指數
Designed to represent the breadth and depth of China’s evolving equity market landscape, the FTSE China Indexes include a range of benchmarks designed to support both domestic and international investors looking to access this unique opportunity set. Covering every Chinese share class, broad market benchmarks as well as indexes designed to be used as the basis for index-linked products are included in the series.
富時中國指數旨在代表中國不斷發展的股票市場格局的廣度和深度,其中包括一系列旨在支持尋求獲取這一獨特機會的國內和國際投資者的基準。涵蓋所有中國股票類別,廣泛的市場基準以及旨在用作指數關聯產品基礎的指數都包含在本系列中。
指數系列涵蓋不同的股票類別(包括A股、B股、H股、紅籌股、P股、N股、S股和香港股票)、市值規模、行業和主題,幫助投資者剖析和度量市場表現,借此投資中國市場。
這些指數主要作為業績表現基準,也可用作衍生工具和其它指數掛鉤產品的基礎,指數被北美、歐洲和亞洲投資者廣泛采用。
■Russell US Indexes
羅素美國指數
The Russell US Indexes, from mega cap to micro cap, serve as leading benchmarks for institutional investors. The modular index construction allows investors to track current and historical market performance by specific market segment (large/mid/small/micro cap) or investment style (growth/value/defensive/dynamic). All sub-indexes roll up to the Russell 3000? Index. The Russell US Indexes can be used as performance benchmarks, or as the basis for index-linked products including index tracking funds, derivatives, and Exchange Traded Funds (ETFs).
羅素美國指數是為機構投資者提供的領先的美國股票基準。該美國指數的廣泛范圍允許投資者根據具體規模、投資風格和其他市場特點跟蹤當前以及歷史的市場表現。
羅素美國指數系列是羅素3000?指數的子集,其中包括著名的大型股指數羅素1000?和小盤股指數羅素2000?。
■Russell US Style Indexes
羅素美國風格投資指數
Russell created the industry‘s first style indexes to provide investors with accurate benchmarks for measuring the growth and value equity market segments. With over $3.5 trillion in assets and approximately 98% of institutional style-oriented products benchmarked to the Russell style indexes, this ground-breaking innovation has now become the industry standard and has paved the way for the creation of more style- specific benchmarks.
Russell style indexes are built using three highly representative growth and value characteristics. Our style indexes use one value characteristic, book-to-price ratio (B/P) and two growth characteristics, medium-term forecast earnings growth rate based on I/B/E/S two-year forecasts and sales-per-share growth rate based on five-year historical sales.
■FTSE BRIC 50 Index
富時金磚50指數
The FTSE BRIC 50 Index represents the performance of the 50 biggest companies, ranked by full market capitalisation, that trade as either depositary receipts (for Brazilian, Indian or Russian companies), or H Shares, Red Chips, P Chips, S Chips and N Shares (for Chinese companies).
The index is a tool suitable for use in the creation of ETFs, structured products or index-tracking funds.
富時金磚50指數的成分股是反映巴西、印度或俄羅斯公司的存托憑證,和中國公司H股和紅籌股中總市值最高50家公司表現的指數。該指數是以富時環球指數為基礎,采用自由流通量調整和流動性篩選等計算方法,并根據一系列清晰和透明的指數規則來管理。該指數提供了一個高度流通的反映金磚四國的股票籃子,易于進行買賣,并能反映相關證券經自由流通量調整后的市值。
存托憑證是一種可轉讓的金融票據,由一個國家的銀行發行,代表在其它國家交易所上市的公司之特定股票數目。存托憑證通過提供充裕的價格信息、較低的交易成本和適時派發股息,方便個人投資者投資于外國公司。美國存托憑證是以美元計價和報價,歐洲存托憑證則以歐元計價和報價。
該指數廣泛應用于衍生工具和ETF,也是在多個歐洲交易所上市的ETF所采用的基準指數。
■FTSE Italia Index Series
富時意大利指數系列
The FTSE Italia Series provides investors with a comprehensive and complementary set of market-cap weighted indexes measuring the performance of Italian companies listed on the MTA and MIV markets of Borsa Italia. The indexes are designed for use as performance benchmarks and are suitable for the creation of structured products, index-tracking funds, exchange-traded funds and derivatives.
■FTSE EPRA Nareit Global Real Estate Index Series
富時EPRA Nareit全球房地產指數系列
The FTSE EPRA Nareit Global Real Estate Index Series is designed to represent general trends in eligible real estate equities worldwide.
Relevant activities are defined as the ownership, trading and development of income-producing real estate. The index series now covers Global, Developed and Emerging indices, as well the UK‘s AIM market.
In addition, the FTSE EPRA Nareit Green Indexes provide a sustainability-focused extension to the FTSE EPRA Nareit Global Real Estate Index Series. These indexes allow investors to identify real estate companies with strong sustainability performance.
商業房地產已被廣泛視為四大主要資產類別(股票、債券、房地產和現金)之一。在縱橫全球市場的機構投資者組合中,房地產投資一直是重要部分。富時EPRA/NAREIT全球房地產指數系列專為反映全球合資格房地產股票的一般走勢而設,并成為投資者比較房地產投資表現的基準。相關的房地產活動定義為擁有、出售和發展可產生收入的房地產。
富時與美國和歐洲領先的房地產組織——全美房地產投資信托協會 (NAREIT) 和歐洲公共房地產協會 (EPRA)合作,通過它們深入了解全球上市房地產,并獲得相關的專業知識。合作創建的富時EPRA/NAREIT全球房地產指數系列被公認為全球上市房地產投資的基準,為投資者提供涵蓋發達和新興市場、房地產投資信托、非房地產投資信托和不同的房地產行業與投資焦點的等房地產投資類別的指數。富時EPRA/NAREIT全球房地產指數系列擁有的廣度和深度為建構房地產投資基金提供最理想的解決方案。
富時EPRA/NAREIT全球房地產指數系列涵蓋按發達和新興市場來劃分的全球、各地區和各國家市場,通過幫助投資者剖析不同市場,為全球上市房地產投資信托股票和上市物業公司提供最純正和最多元化的代表。
富時EPRA/NAREIT發達市場投資焦點指數(FTSE EPRA/NAREIT Developed Investment Focus Indices)是富時ERPA/NAREIT發達市場指數的分類指數,把現有的成分股細分為租金和非租金指數。這些指數可被進一步細分為全球、地區和國家分類指數。如企業來自投資物業的租金收入高于或等于總收入的70%,便會被納入租金指數,其它企業則被納入非租金指數。這些創新的基準指數能幫助投資者更精細地評估全球房地產股票的表現特點。
富時EPRA/NARIET發達行業指數系列是富時EPRA/NAREIT發達市場指數的分類指數,把現有的成分股細分為十個不同的地產行業:健康護理、自存倉、工業、辦公室、住宅、零售、住宿/度假勝地、專門、多元化和工業/辦公室混合。假如企業在個別行業的投資占總投資帳面資產的75%或以上,便會納入相關的地產行業指數。多元化和專門行業指數則屬例外,合資格的企業在其余八個行業的投資必須少于總投資帳面資產的75%。這些指數可進一步細分為全球、地區和國家分類指數。
富時EPRA/NAREIT全球房地產指數系列被廣泛采用為投資產品的基礎,例如:衍生工具和ETF。大部份以房地產為主題的ETF都采用這些指數作為相關的基準。
■FTSE Global Choice Index Series
富時ESG-全球精選指數系列
The FTSE Global Choice Index Series is designed to help investors align their portfolios with their individual values by selecting companies based on the impact of their conduct and products on society and the environment.
■FTS Eurofirst Index Series
富時泛歐績優指數系列
FTSEurofirst Index Series is a joint product of FTSE Russell and Euronext, a cross-border European exchange for equities, bonds, derivatives and commodities. The FTSEurofirst Index Series provides a range of liquid and transparent pan-European and Eurozone indexes, which track equity performance across the region as a whole, and across 18 industry sectors.
富時與Euronext(一個集股票、債券、衍生工具和商品等交易品種、跨境一體的歐洲交易所)合作,提供全面的泛歐洲和歐元區可交易指數系列。相關指數追蹤區域內各國或整體股市、19個產業的各自及整體表現,其中兩大可交易指數被一系列ETF和指數基金采納為跟蹤標的指數。
FTSEurofirst 80 指數的成分股包括富時歐元區指數中最高市值的60家公司,余下20支成分股則以市值規模和行業代表性作為挑選的準則。
FTSEurofirst 100 指數的成分股包括富時發達歐洲指數中最高市值的60家公司,余下40支成分股則以市值規模和行業代表性作為挑選的準則。
該兩大旗艦指數分別被一些歐洲交易所上市ETF采納作為跟蹤標的指數。
■FTSE Value-Stocks Indexes
富時價值股指數
These value-based equity indexes combine FTSE’s globally recognised index expertise with Value Partners’ experience in disciplined value investing. The value-based methodology is designed by Value Partners Index Services Limited and the index is calculated and maintained by FTSE Russell.
The FTSE Value-Stocks Indexes offer market participants an opportunity to access value stocks in the China, China A-Share, Japan, Korea and Taiwan markets through a transparent and rules-based approach. Constituents of the FTSE Value-Stocks Indexes must pass a proprietary value screening process which includes valuation, quality, and contrarian factors. The following factors are utilised to identify quality value stocks in the Hong Kong listed China, China A-Share, Japan, Korea and Taiwan markets:
P/E ratio
Dividend yield
Return on equity
Operating profit margin
Net gearing
A unique contrarian factor
富時價值股份指數采用獨特的價值投資策略,配合透明、規范的投資方法,為投資優質價值型中資股、日本股票、韓國股票及臺灣股票提供了機會。指數結合了富時獲全球公認的指數管理專長,以及惠理集團往績卓越的嚴謹價值投資方法。其價值選股機制由惠理指數服務有限公司所編制,有關指數由富時集團計算及管理。
富時價值股份指數的成份股必須經過獨有的選股機制,包括估值、股票素質及逆向投資。估值低的公司本身不能直接轉化為高吸引力的價值投資。指數獨特的價值投資機制專門為價值投資者解決投資障礙,例如避免價值陷阱、注重股票質素及剔除大部份分析師普遍看好的股票,以避免滯后時機。
指數可作為交易所場內和場外衍生產品、共同基金和ETF的基礎。其中富時價值股份中國指數是一支在香港上市的ETF的基準指數。
■FTSE Infrastructure Index Series
富時基礎建設指數系列
The FTSE Infrastructure Index Series uses a building block approach to give market participants greater choice and flexibility in the way they can benchmark, research and manage their exposure to listed global infrastructure.
The series includes the FTSE Core Infrastructure Index, FTSE Core Infrastructure 50/50 Index, and the FTSE Infrastructure Opportunities Index. The FTSE Infrastructure Index Series uses a building block approach to give market participants greater choice and flexibility in the way they can benchmark, research and manage their exposure to listed global infrastructure.
富時基礎建設指數系列是由九個指數組成的一套完整互補,并涵蓋六個由富時定義的基礎建設行業的指數,以反映全球核心基礎建設和與基礎建設相關上市證券的表現。該指數系列采用模塊化。指數建構方法,為投資者提供最佳選擇和更大彈性,幫助他們跟蹤、研究和管理其在全球基礎建設的投資。富時在構建基礎建設行業指數系列時會采用具體的收入分界線,使指數系列同時與機構和個人投資者相關。
指數系列為投資者提供均衡的全球基礎建設持倉部署,并同時降低過度集中投資于個別行業的風險。核心基礎建設股(超過65%的收入來自基礎建設的公司)和與基礎建設相關股(超過20%的收入來源自基礎建設的公司)都會被納入指數,為投資者提供根據其投資目標和承險意愿進行投資配置的靈活性。
六個基礎設施分類行業分別為:
電信核心基礎建設
能源核心基礎建設
運輸核心基礎建設
與基礎建設相關的運輸服務
與基礎建設相關的通信服務
與基礎建設相關的材料和工程
指數系列捕捉超過40個發達和新興市場逾800支股票的表現,并在指數系列內采取模塊化的方法,便于投資者調整基礎建設持倉至特定行業和地域。
■FTSE Gold Mines Index Series
富時金礦指數系列
The FTSE Gold Mines Index Series is designed to reflect the performance of the worldwide market in the shares of companies whose principal activity is the mining of gold. The index series encompasses all gold mining companies that have a sustainable and attributable gold production of at least 300,000 ounces a year, and that derive 51% or more of their revenue from mined gold. The indexes in the series are:
FTSE Gold Mines Index
FTSE Gold Mines Americas Index
FTSE Gold Mines Asia Pacific Index
FTSE Gold Mines EMEA Index
The indexes are suitable for benchmarking purposes and as tools in the creation of a wide variety of financial products, such as index-linked funds, exchange traded funds (ETFs) and derivatives contracts.
■FTSE Global Factor Index Series
富時全球因子指數系列
The FTSE Global Factor Index Series is a suite of benchmarks designed to represent the performance of specific factor characteristics, with six single factor indexes and additional combinations of factors comprising the index series. The six factors represent common factor characteristics for which there is a broad academic and practitioner consensus, supported by a body of empirical evidence across different geographies and time periods.
Momentum
Quality
Size
Value
Volatility
Yield
The Indexes are based on the market cap weighted FTSE All-World, Russell U.S. and FTSE UK indexes. The FTSE Global Factor Index series uses a transparent methodology to achieve a controlled exposure to a target factor, whilst considering levels of diversification and capacity.
富時全球因子指數系列是全新的基準系列,用以反映特定因子特性的績效,當中包括以下獨立的因子指數:
非流通性因子
動量因子
剩余動量因子
質量因子
規模因子
價值因子
波幅因子
股息因子
以上指數以市值加權的富時發達市場指數和富時新興市場指數為依據。富時環球因子指數系列采用常見的編制方法,以控制目標因子的暴露,同時顧及分散和投資額度水平。
■FTSE RAFI? Index Series
富時羅素Smart Beta-富時RAFI指數系列
FTSE Russell partners with Research Affiliates? on the innovative FTSE RAFI? Index Series. Index constituents are weighted using a composite of fundamental factors, including total cash dividends, free cash flow, total sales and book equity value. Prices and market values are not determinants of the index weights. Consequently the indexes are less prone to excessive concentration arising from market fads, which can result in over-exposure to individual companies, sectors or countries.
富時與銳聯合作創建富時RAFI指數系列。作為富時新一代非市值加權指數系列之一,該指數系列成分股的比重以四大基本面因素為基礎,而并非采用市值加權。這些因素包括現金紅利、自由現金流、銷售總額和股本帳面價值。
富時RAFI指數系列利用基本面而非股價來確定股票的權重,在審核指數權重時可受惠于股價的變動,因為股價升幅相對較高的成分股會被減持,而股價落后的成分股則會被增持。在市盈率急升至無法持久的水平時,以基本面計算權重將不會導致增持高市盈率的股票,因而可避免過度持有估值偏高的股票。
富時RAFI指數是全球不少ETF的基準指數,這些ETF 在全球多個交易所上市,包括多倫多證券交易所、紐約證券交易所、納斯達克證券交易所、美國證券交易所、瑞典證券交易所和香港證券交易所。
■Russell RAFI? Index Series
富時羅素Smart Beta-羅素RAFI指數系列
The Russell RAFI? Index Series is designed to capture the beta of a fundamental index strategy. Combining the transparency, objectivity and broad diversification that plan sponsors expect from Russell Indexes with the advantages of the Research Affiliates‘ Fundamental Index? Strategy. The Russell RAFI? Index Series offers a cost-efficient index-based solution for investors seeking a complement to traditional passive strategies. Using publicly available data, the Russell RAFI? Index Series methodology selects and weights securities using the average of three fundamental measures of company size including adjusted sales, retained operating cash flow and dividends plus buybacks.
Also available is the Russell RAFI? Select Real Estate Index Series. This is a sub-set of the Russell RAFI? Global Index, and is designed to provide exposure to the real estate segment of the global equity market by selecting and weighting securities by fundamental measures of company size as opposed to market capitalization.
■FTSE Global Minimum Variance Index Series
富時羅素Smart Beta-富時全球最小方差指數系列
The FTSE Global Minimum Variance Index Series aims to deliver reduced index volatility based on historical return information, thereby offering potential improvements to the risk reward trade-off, whilst maintaining full allocation to the relevant equity market.
Reduced volatility is achieved by applying a transparent rules-based approach which minimises historical variance subject to additional constraints on the weight of individual stocks, industries and countries represented in the index.
Key Features:
Targets a more efficient investment portfolio through reduced volatility
Diversified index outcomes
Transparent approach with minimal constraints
Expected returns play no role
Academic evidence of a low volatility effect
Based on the widely adopted FTSE All-World Index, the FTSE Global Minimum Variance Index Series provides investors with an alternative to cap weighted approaches, whilst maintaining full allocation to the relevant equity market. The global series follows on from the launch of the FTSE 100 Minimum Variance Index and includes a range of global, regional and country indexes. Please see the Index Series Rules for further information.
■FTSE Global Equity Shariah Index Series
富時伊斯蘭指數系列
The FTSE Global Equity Shariah Index Series is based on the large and mid cap stocks in the FTSE Global Equity Index Series universe. Screening is undertaken by Shariah consultants, Yasaar Limited, against a set of guiding principles. The series has been fully certified as Shariah-compliant through the issue of a Fatwa (Islamic legal opinion) by Yasaar‘s principals.
■FTSE/JSE Africa Index Series
富時/JSE非洲指數系列
The FTSE/JSE Africa Index Series is designed to represent the performance of South African companies, providing market participants with a comprehensive and complementary set of indices, which measure the performance of the major capital and industry segments of the South African market. The series allows market participants to track by market capitalisation, sector and alternative weighting methodologies such as Equal Weighting. A range of shareholder weighted and capped indices are also available.
The FTSE/JSE Responsible Investment Index Series represents the performance of South African companies meeting defined ESG (environmental social and governance) performance thresholds. All companies in the FTSE All World Index that are also included in the FTSE/JSE Shareholder Weighted All Share are eligible for potential inclusion in these indexes subject to the ESG criteria based on the FTSE ESG Model. FTSE Russell is advised on the ESG methodology and its application by the independent FTSE Russell ESG Advisory Committee.
富時與約翰內斯堡股票交易所合作,提供一系列衡量南非市場主要資本和產業表現的指數,讓投資者根據市值規模、行業和投資策略(例如等權重加權)來追蹤股票表現。此外,亦提供一系列非市值加權和權重上限指數。
富時/JSE 非洲40指數是旗艦指數,成分股為富時/JSE全股指數中總市值最高的40家公司。富時/JSE全股指數被當地和國際投資者視為衡量南非股市的主要指標,被全球采納作為南非主題ETF的跟蹤標的指數。
■FTSE Vietnam Index Series
富時越南指數系列
The FTSE Vietnam Index Series represents the performance of Vietnamese companies trading on the Ho Chi Minh Stock Exchange. The family includes:
FTSE Vietnam All-Share Index - this is a broad market benchmark covering the top 90% of the eligible universe by full market capitalisation (before the application of investability weightings).
FTSE Vietnam Index - this index covers a subset of the FTSE Vietnam All-Share Index, which comprises companies that have sufficient foreign ownership availability and meet specified liquidity requirements.
The indices are suitable for benchmarking purposes and for use as tools in the creation of index-tracking funds and derivatives.
■FTSE Actuaries UK Gilts Index Series
富時精算英國金邊債券指數系列
The FTSE Actuaries UK Gilts Index Series is a broad-based family of indexes and related bonds data (e.g. duration) based on all eligible British Government Securities. The indexes are divided into conventional gilts and index linked gilt indexes. There is a headline index for each sub-division.
■FTSE MTS Indexes
富時MTS指數
The Euro Government bond benchmark - tradable, real-time and independent indexes
FTSE MTS indexes are a set of benchmarks for the European sovereign bond market. Independent total return indexes measure the performance of the largest and most widely-traded securities in the euro bond market. The data underlying FTSE MTS Indexes is drawn from real-time tradable prices on MTS, the first and leading electronic marketplace for cash bond trading across Europe with over over 500 unique counterparties and average daily turnover exceeding EUR 85 billion.
The Euro government bond indexes serve as the reference for numerous financial instruments such as exchange traded funds (ETFs), structured products, bond funds and index certificates.
Origin and History
In January 2003 EuroMTS Ltd acquired the intellectual property rights to the well established CNO Etrix indexes. The CNO indexes were developed by the Comité de Normalisation Obligataire (French Bond Association) in 1989 to include French Sovereign debt and were subsequently evolved to include Eurozone government bonds from 1 January 1999.
The design of the EuroMTS Government indexes and the selection criteria are unchanged from the original CNO Etrix specification however they have been calculated using real time MTS Markets prices since May 2003.
EuroMTS‘ euro government bond index range has since been expanded to include other bond asset classes traded on MTS Markets according to the same principles of tradability and transparency originating from the real time EuroMTS Governments indexes.
■FTSE Renaissance Global IPO Index Series
富時Renaissance全球IPO指數系列
The FTSE Renaissance Global IPO Index Series is designed to track the activity and performance of the global IPO market, and to add structure and transparency to these equities, providing market participants controlled access to the attributes of IPOs.
The indexes incorporate a rolling two-year population of IPOs and employ a float-adjusted market capitalization weighting scheme to account for only those shares that are publicly available for trading. The indexes are available for license to institutional investors and ETF sponsors and can be used as tools in the creation of structured products.
The FTSE Renaissance IPO Index Series covers Global, Developed and Emerging markets as well as the Americas, EMEA and Asia-Pacific regions.
富時與研究和投資全球首次公開發行股份的公司Renaissance Capital LLC合作,創建富時Renaissance全球IPO指數系列。該指數系列追蹤在全球53個國家與地區上市的新股表現,涵蓋歐、非、中東、亞洲和美洲發達與新興市場。
該指數系列專為追蹤全球新股市場的表現而設計,為相關股票引進指數結構和透明度,讓投資者在可控的情況下獲得新股的獨特貢獻和早期回報。
該指數系列涵蓋過去兩年內公開發行的新股企業,并采用經自由流通量調整的市值加權計算方法,只計算自由流通部分的股票。合資格的新股企業會在首個交易日收市后被納入指數,并約于兩年后(當它們發展成熟時)剔除。
該指數系列參考一系列橫跨發達與新興市場和各大地區的標準指數,使得投資者能夠在這個創新的投資領域選擇持倉規模。若投資者希望選擇更加獨特和定制的投資方法,可通過這些指數的實時、稅后和權重上限的設置來實現。
(線索Clues/李濤)
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