[請益] 海外基金初期、每月、表現費這樣是否正常
看板Foreign_Inv (海外投資)作者mssgirl (strawberry)時間10年前 (2015/03/18 16:44)推噓15(15推 0噓 20→)留言35則, 17人參與討論串1/1
壽險業者推薦了一檔海外開戶的基金Ascension Fund給家人,
說是透過電腦模擬操作可以減去人為控制,
查了一下費用包含
初期匯入費用:5%
每年管理費:2.35%
表現費:20% subject to high water mark
由於這次家人首度要投資海外美元基金,
對於這樣的手續、管理、表現費有些疑慮,
這樣的費用是否合理?
(該檔基金績效一年期15%、三年期15%、五年期30%)
雖然那部份的錢並非緊急使用費用,
但也屬家人退休金的一部分,
因此還是不希望家人就這樣被別人說著就跟著投。
還請幫忙給予建議,
感謝!!
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