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中華民國私立學校教職員 自主投資運用實施計畫說明會. 101 年北中南說明會 主辦單位. 財團法人中華民國私立學校教職員 退休撫卹離職資遣儲金管理委員會. 2. 民國 102 年 1 月起 你的退休金帳戶將可自主投資 制度面簡介 投資面簡介. 主講人:宋炎本. (CERTIFIED FINANCIAL PLANNER ™) 國際認證理財規劃顧問 證號: CFPR1106050. 2014/11/9. 3. 大綱:制度面簡介. 一、私校退撫儲金新制的沿革及簡介 ( 一 ) 沿革 ( 二 ) 什麼是私校自主投資選擇計畫 ? - PowerPoint PPT Presentation
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1
MSCI World TR USD
54
2
S&P 500 TR
45
3
STOXX Europe 50 CR EUR
49
4
Topix TR
30
5
MSCI EM (Emerging Markets) TR USD
25
6
MSCI AC Asia Pacific TR USD
12
7
MSCI AC Asia Pacific ex Japan TR USD
32
8
MSCI Golden Dragon TR USD
16
9
MSCI EM Latin America TR USD
12
10
MSCI EM Eastern Europe TR USD
11
11
TAIEX CR
70
12
FTSE AW/Technology TR
15
13
MSCI World/Health Care TR
10
14
FTSE AW/Financials TR
8
15
FTSE AW/Oil & Gas TR
8
16
Citigroup WGBI TR USD
16
17
Citigroup United States WGBI TR
14
18
JP Morgan EMBI Global
17
19
Citigroup EuroBIG TR
8
20
BofA Merrill Lynch Global High Yield TR
8
21
BofA Merrill Lynch US High Yield Cash Pay TR USD
12
22
Taiwan 3 Months REPO Rates
48
520
**
2.19%1.50% (2005/9/30~2012/9/30)1.45%1.24% 100%
5%
Citigroup EuroBIG TR
5%
Citigroup United States WGBI TR
30%
Citigroup WGBI TR USD
60%
Taiwan 3 Months REPO Rates
100%
**
4.49%7.70% (2005/9/30~2012/9/30)30%70%
5%
BofA Merrill Lynch US High Yield Cash Pay TR USD
15%
JP Morgan EMBI Global
40%
Citigroup WGBI TR USD
10%
Citigroup United States WGBI TR
5%
Topix TR
15%
MSCI World TR USD
10%
S&P 500 TR
100%
**
8.36%14.90% (2005/9/30~2012/9/30)45%55%
15%
BofA Merrill Lynch US High Yield Cash Pay TR USD
10%
Citigroup WGBI TR USD
15%
Citigroup United States WGBI TR
15%
JP Morgan EMBI Global
20%
MSCI AC Asia Pacific ex Japan TR USD
5%
TAIEX TR
5%
MSCI EM (Emerging Markets) TR USD
15%
MSCI EM Latin America TR USD
100%
**()
2005(2005/9/30-2006/9/29)
0.69%
5.98%
13.29%
2006(2006/9/29-2007/9/28)
3.14%
9.22%
31.92%
2007(2007/9/28-2008/9/30) -
1.47%
-9.17%
-17.20%
2008(2008/9/30-2009/9/30)
6.14%
12.68%
21.48%
2009(2009/9/30-2010/9/30)
2.06%
6.94%
13.79%
2010(2010/9/30-2011/9/30) -
0.52%
-1.91%
-7.08%
2011(2011/9/30-2012/9/28)
1.21%
8.83%
10.68%
2.19%
4.49%
8.36%
()
1.50%
7.70%
14.90%
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0.38484490250.40468486250.44850273050.4485027305
0.81013738580.89879385191.11670259871.1167025987
1.28012853081.5020872192.11221730472.1122173047
1.79951621122.2386916823.5953806172.9745201768
2.37349205183.13806529475.80506511244.0253914457
3.00779332234.23617552299.09715407464.829202323
3.70876028545.576937644914.00185868645.7170670964
(2%)
(4%)
(8%)
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Sheet1
2%0.1667%
4%0.3333%
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