花旗:年輕投資客戶投資近6成資產 千萬富翁及百萬富翁客戶投資近8至9成資產
花旗銀行數據顯示,年輕投資者投放近6成資產於投資及外匯,除了投資股票外,更涉足基金及債券,
投資組合中,68%資產投放於股票,17%爲外匯,亦有9%爲基金,3%爲債券。他們於今年上半年多元化投資獲得正回報的比例爲51%,比透過單一投資獲得正回報的31%客戶明顯較高。
千萬富翁及百萬富翁客戶於逆市中仍活躍於投資,當中千萬富翁及百萬富翁分別投放近9成及近8成資產於投資及外匯,他們的投資組合中,股票投資佔比最多,分別佔29%及44%,緊隨其後爲基金,分別各自佔22%。
而股票及基金在兩者的投資組合中同樣佔比最大。至於高資產淨值投資客戶,上半年投資於基金的總額中,平衡型基金和股票基金佔比最多,各佔35%和31%,而投資於投資級別債券基金和高息債券基金則分別佔23%和10%。
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