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Wealth Partners Investment Themes Q2 2012
譯殊 レ 覓語

      覿覿 れ 螻 螻  も
       覦 覿れ
      企 譯殊 伎 蟾?




For International Financial Adviser use only   2
るジ 伎 覓伎 蟾?

      れ 蠏覈 蠍語伎 磯 豢 煙 手 
         - 
         - 蟲°
      蠍朱 躯 蠍襴
      覿  覦レ 覿れ
       郁煙  れ給




For International Financial Adviser use only   3
碁 覓伎 蟾?

       / 企┯讌 襷貅
      蠍一
      殊危ろ
      




For International Financial Adviser use only   4
一ろ碁れ  覓伎瑚?


                                                JF ASEAN
                                                JF Pacific Securities




                                                First State China Growth
                                                Value Partners High Dividend Stocks
                                                Templeton BRIC




For International Financial Adviser use only                                       5
一ろ碁れ  覓伎瑚?


                                                Pictet Premium Brands
                                                Invesco Global Leisure




                                                Invesco Global Technology
                                                Polar Global Technology




For International Financial Adviser use only                                 6
一ろ碁れ  覓伎瑚?


                                                Pictet Physical Gold
                                                Blackrock World Gold




                                                JPM Global Natural Resources
                                                DWS Global Agribusiness




For International Financial Adviser use only                                    7
誤启Μ 蟲


      旧 誤启Μ
         - Bonds/Equities/Cash
       誤启Μ
         - Bonds/Equities/Cash/Alternative Investments




For International Financial Adviser use only             8
誤启Μ A


      
         - JF ASEAN
      譴蟲
         - First State China Growth
      殊危ろ
         - Pictet Premium Brands
      蠍一
         - Invesco Global Technology
       
         - Pictet Physical Gold


For International Financial Adviser use only   9
誤启Μ 螳




For International Financial Adviser use only   10
誤启Μ 螳


      6螳  豌  +12.25%
         - JF ASEAN +14.7%
         - First State China Growth +10.65%
         - Invesco Global Technology +15.75%
         - Pictet Premium Brands +13.54%
         - Pictet Physical Gold -0.55%




For International Financial Adviser use only   11
誤启Μ B


      
         - JF Pacific Securities
      譴蟲
         - Value Partners High Dividend Stocks
      殊危ろ
         - Invesco Global Leisure
      蠍一
         - Polar Global Technology
       
         - DWS Global Agribusiness


For International Financial Adviser use only     12
誤启Μ 螳




For International Financial Adviser use only   13
誤启Μ 螳


      6螳  豌  +13.1%
         - JF Pacific Securities +10.92%
         - Value Partners High Dividend Stocks +11.64%
         - Invesco Global Leisure +16.82%
         - Polar Global Technology +15.17%
         - DWS Global Agribusiness +9.85%




For International Financial Adviser use only             14
螳矧

        15

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Wealth Partners Investment Themes Q2 2012

  • 2. 譯殊 レ 覓語 覿覿 れ 螻 螻 も 覦 覿れ 企 譯殊 伎 蟾? For International Financial Adviser use only 2
  • 3. るジ 伎 覓伎 蟾? れ 蠏覈 蠍語伎 磯 豢 煙 手 - - 蟲° 蠍朱 躯 蠍襴 覿 覦レ 覿れ 郁煙 れ給 For International Financial Adviser use only 3
  • 4. 碁 覓伎 蟾? / 企┯讌 襷貅 蠍一 殊危ろ For International Financial Adviser use only 4
  • 5. 一ろ碁れ 覓伎瑚? JF ASEAN JF Pacific Securities First State China Growth Value Partners High Dividend Stocks Templeton BRIC For International Financial Adviser use only 5
  • 6. 一ろ碁れ 覓伎瑚? Pictet Premium Brands Invesco Global Leisure Invesco Global Technology Polar Global Technology For International Financial Adviser use only 6
  • 7. 一ろ碁れ 覓伎瑚? Pictet Physical Gold Blackrock World Gold JPM Global Natural Resources DWS Global Agribusiness For International Financial Adviser use only 7
  • 8. 誤启Μ 蟲 旧 誤启Μ - Bonds/Equities/Cash 誤启Μ - Bonds/Equities/Cash/Alternative Investments For International Financial Adviser use only 8
  • 9. 誤启Μ A - JF ASEAN 譴蟲 - First State China Growth 殊危ろ - Pictet Premium Brands 蠍一 - Invesco Global Technology - Pictet Physical Gold For International Financial Adviser use only 9
  • 10. 誤启Μ 螳 For International Financial Adviser use only 10
  • 11. 誤启Μ 螳 6螳 豌 +12.25% - JF ASEAN +14.7% - First State China Growth +10.65% - Invesco Global Technology +15.75% - Pictet Premium Brands +13.54% - Pictet Physical Gold -0.55% For International Financial Adviser use only 11
  • 12. 誤启Μ B - JF Pacific Securities 譴蟲 - Value Partners High Dividend Stocks 殊危ろ - Invesco Global Leisure 蠍一 - Polar Global Technology - DWS Global Agribusiness For International Financial Adviser use only 12
  • 13. 誤启Μ 螳 For International Financial Adviser use only 13
  • 14. 誤启Μ 螳 6螳 豌 +13.1% - JF Pacific Securities +10.92% - Value Partners High Dividend Stocks +11.64% - Invesco Global Leisure +16.82% - Polar Global Technology +15.17% - DWS Global Agribusiness +9.85% For International Financial Adviser use only 14
  • 15. 螳矧 15