摘要

 

2024 年開年以來,瀚亞投信獲獎喜訊不斷,於第二十七屆傑出基金金鑽獎-海外基金類別中,勇奪兩大獎。 瀚亞投資-全球新興市場動力股票基金瀚亞投資-日本動力股票基金分別獲得三年期環球新興市場股票基金、三年期日本股票基金獎,充分證明聚焦評價選股的瀚亞動力股票基金系列,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。

瀚亞投資大中華區總裁暨台灣總經理王伯莉表示,2023 年瀚亞投信遞出亮眼成績,也獲得專業機構獎項的認同;雖然瀚亞在台灣是外資機構,但在國內產品設計上不遺餘力,更引進多元的海外市場基金,提供投資人更豐富的選擇。

王伯莉表示,此次榮獲金鑽獎殊榮的兩大境外商品,皆為瀚亞引以為傲的動力選股策略的基金,該系列選股邏輯重視價值面,同時也保持靈活調整特性,使投資效率發揮至最大化,進而讓中長期績效皆能保持穩健。

由於瀚亞投資-日本動力股票基金擁有亮眼的績效,使 2023 年在台規模大增 8.8 倍。王伯莉表示,早在 2022 年下半年,瀚亞率先市場喊多日本股票,直到現在重新檢視日經指數的漲幅,已突破歷史新高,同時也在台灣掀起一波投資日本浪潮,驗證瀚亞精準的市場洞察力。

王伯莉指出,今年年初瀚亞投信也榮獲 AAM 亞洲資產管理雜誌所頒發的亞最佳股票基金公司獎項,證明在股票型產品有紮實的操作成效及卓越的管理。此外,瀚亞投資集團在亞洲布局相當完整,在 11 個亞洲國家皆有設置研究投資團隊,總部也透過系統性串聯,讓各國家的團隊能第一手獲得海外其他市場的第一手投資情報,對於投資商品的設計與包裝上,更加有利,更能為投資人創造更多超額報酬機會。

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