摘要

 

第28屆傑出基金金鑽獎於3月27日公布獲獎名單並舉辦頒獎典禮,瀚亞投資-日本動力股票基金獲得三年期日本股票基金獎,連續二年榮獲此殊榮,充分驗證聚焦評價選股的優勢,在長期績效、風險等數據皆有卓越表現,獲得專業機構大獎認同。


選股重視價值面 中長期績效保持穩健

瀚亞投信表示,瀚亞投資-日本動力股票基金是瀚亞引以為傲的基金產品,自2022年率先市場喊多日本股票之後,該檔基金深受投資人喜愛,因選股邏輯重視價值面,也保持靈活調整特性,使投資效率發揮最大化,中長期績效皆能保持穩健。

統計至2月28止,瀚亞投資-日本動力股票基金近3個月、6個月、1年、2年、3年、5年及10年績效皆在同類型基金排名前四分之一,經歷長期多空淬鍊洗禮,締造出長期報酬。(資料來源:2023 Smart智富台灣基金獎、第27屆傑出基金金鑽獎、2024理柏台灣基金獎,時間日期:2023/1/1-2024/4/30)*過去之績效亦不代表未來績效之保證

儘管瀚亞投信在台灣是外資機構,但境內產品設計不遺餘力,更引進優質的海外市場基金到台灣,提供投資人更加豐富且多元的選擇。

橫掃海內外多項大獎 專業實力備受肯定

自2023年起,瀚亞投資-日本動力股票基金已連續三年橫掃台灣、新加坡、香港等海內外各項基金獎項認可,包括:2023年Smart智富台灣基金獎、2024年第27屆傑出基金金鑽獎、2024年LSEG理柏台灣基金獎等大獎認可。(資料來源:2023 Smart智富台灣基金獎、第27屆傑出基金金鑽獎、2024理柏台灣基金獎,時間日期:2023/1/1-2024/4/30)

表:瀚亞投資-日本動力股票基金獲獎紀錄
eastspring-japan-202504_2.png

資料來源:2023 Smart智富台灣基金獎、第27屆傑出基金金鑽獎、2024理柏台灣基金獎,時間日期:2023/1/1-2024/4/30

日本中小股 續漲動能強勁

瀚亞投資-日本動力股票基金選股邏輯由下而上,精選長期具成長題材且價格被低估的個股,系統性找出「可被扭轉」的潛力個股;不同於市場多檔產品皆跟隨指數型基金,該檔基金瞄準中小型股潛力,可望延續成長動能。

展望後市,瀚亞投資-日本動力股票基金研究團隊表示,相較於大型股,日本小型股交易價格處於折價,加上日本內需成長動能強,中小型股漲勢動能較強;目前團隊操作上先行布局小型股,並審慎選取潛能個股,可望為投資人帶來超額報酬的機會。

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