想投資債券,有何限制或需注意什麼? - 投資
By Gary
at 2011-04-15T01:17
at 2011-04-15T01:17
Table of Contents
台灣債券的報酬率通常都太低,沒興趣。
海外債券的話,只要到外商銀行櫃檯,
表明想投資債券,應該就會有財富管理部門的人找你談了,
直接請他們提供當天的報價給你,你從中挑標的請他們買進就可以了,
我的銀行經理今天(4/14)提供的幾隻標的:
評等 幣別 票面利率 Bid Ask OfferYTM
十年奇異資融 AA+ 澳幣 6% 97.35 98.9 6.3152%
三年蘇格蘭皇家銀行 A+ 澳幣 7.25% 100.1 101.25 6.6657%
十年麥格理集團 A- 美元 6% 99.718 102.895 5.5759%
三年英國TSB銀行 A+ 澳幣 7.5% 99.65 100.55 7.3159%
(這是先前為了賺匯差,換一堆澳幣,所以直接要求每年賺低於5%的不用拿來,
大部分的投資級債券沒有這麼高的報酬率,還有只要換匯就有匯率風險)
注意有最低申購金額門檻,通常是一萬、兩萬、五萬或是十萬的歐元澳幣美金等,
手續費單次1.75%(可以打折),信託保管費0.15%*前3年收(有的不收),
如果你跟我一樣,覺得投資A級債券(不太需要管理),經理費每年1%很莫名其妙,
那麼直接購買債券,而不是債券基金,也許是個好選擇。
※ 引述《stupidjiang (想約友誼賽)》之銘言:
: 想投資債券
: 可是在網路上似乎搜尋不到什麼資料
: 大部分搜尋到的都是債券基金或保單
: 想請問各位大大
: 投資債券有什麼限制嗎?!
: 或是有什麼該注意的地方!?
: 謝謝!!
--
海外債券的話,只要到外商銀行櫃檯,
表明想投資債券,應該就會有財富管理部門的人找你談了,
直接請他們提供當天的報價給你,你從中挑標的請他們買進就可以了,
我的銀行經理今天(4/14)提供的幾隻標的:
評等 幣別 票面利率 Bid Ask OfferYTM
十年奇異資融 AA+ 澳幣 6% 97.35 98.9 6.3152%
三年蘇格蘭皇家銀行 A+ 澳幣 7.25% 100.1 101.25 6.6657%
十年麥格理集團 A- 美元 6% 99.718 102.895 5.5759%
三年英國TSB銀行 A+ 澳幣 7.5% 99.65 100.55 7.3159%
(這是先前為了賺匯差,換一堆澳幣,所以直接要求每年賺低於5%的不用拿來,
大部分的投資級債券沒有這麼高的報酬率,還有只要換匯就有匯率風險)
注意有最低申購金額門檻,通常是一萬、兩萬、五萬或是十萬的歐元澳幣美金等,
手續費單次1.75%(可以打折),信託保管費0.15%*前3年收(有的不收),
如果你跟我一樣,覺得投資A級債券(不太需要管理),經理費每年1%很莫名其妙,
那麼直接購買債券,而不是債券基金,也許是個好選擇。
※ 引述《stupidjiang (想約友誼賽)》之銘言:
: 想投資債券
: 可是在網路上似乎搜尋不到什麼資料
: 大部分搜尋到的都是債券基金或保單
: 想請問各位大大
: 投資債券有什麼限制嗎?!
: 或是有什麼該注意的地方!?
: 謝謝!!
--
Tags:
投資
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