摘要
瀚亞投信今年來獲獎大豐收,統計 2024 年初至 4 月 22 日,已獲得 13 座來自海內外專業機構所頒發的獎項,尤其重視評價選股的瀚亞投資動力股票系列基金已屢獲多個海內外獎項,驗證瀚亞投資團隊有紮實的操作成效及卓越的管理。
AAM亞洲資產管理雜誌 台灣區最佳股票經理公司殊榮
2024 年初,瀚亞投信就先奪下由亞洲資產管理雜誌(Asia Asset Management, AAM)所頒發的台灣區最佳股票經理公司榮耀;身為 2023 年黑馬的瀚亞台股系列基金,137 檔台股基金績效前十強榜單中,就有 2 檔是瀚亞投信的商品。
瀚亞投信台股研究團隊透過完整的產業分析與靈活持股操作,積極為投資人創造超額報酬。以四檔台股基金為例,成立時間長約 25~30 年,各具不同投資特色,如:精選台灣營運穩定成長個股的瀚亞菁華基金、掌握台灣科技魅力的瀚亞高科技基金、聚焦外銷產業的瀚亞外銷基金,以及爆發力十足的瀚亞中小型股基金。
不僅台股,瀚亞投信境內海外基金 2023 年表現也出眾,包括:瀚亞美高科、瀚亞印度、瀚亞巴西等商品,截至 2023 年底,中長期績效皆有突出的表現,結合堪稱黑馬的瀚亞台股團隊,整個瀚亞股票團隊也入圍 Smart 台灣智富基金獎。
表:瀚亞投信股票團隊2024年殊榮
資料來源:瀚亞投信整理,統計區間:2024/01/01 - 2024/04/22瀚亞投資動力股票系列 已奪三個專業機構基金獎
瀚亞投資-日本動力股票基金、瀚亞投資-全球新興市場動力股票基金今年來屢獲大獎,包括:第二十七屆傑出基金金鑽獎、《指標》(Benchmark)2023台灣年度基金大獎、2024 LSEG 理柏台灣基金。
表:瀚亞投資-日本動力股票基金2024年得獎一覽
資料來源:瀚亞投信整理,統計區間:2024/01/01 - 2024/04/22表:瀚亞投資-新興市場動力股票基金2024年得獎一覽
資料來源:瀚亞投信整理,統計區間:2024/01/01 - 2024/04/22《指標》基金獎 瀚亞橫掃8座大獎
瀚亞投信境內外基金共獲《指標》(Benchmark)台灣年度基金大獎8項大獎,其中包括3座最佳基金公司獎、3 座最佳表現基金大獎及 2 座最佳表現定期定額基金大獎,驗證瀚亞投信不論是質化或是量化評選,皆領先其他同業。
最佳基金公司獎展現出資產管理公司在各項資產類別上的投資操作實力與管理策略,評選重點涵蓋投資決策、基金績效與風險數據、投資組合管理、盡職治理及企業實力等五大條件,今年榮獲 3 座最佳基金公司獎,驗證瀚亞在多項資產及各區域,皆有紮實的研究背景與操作實力。
以量化數據為評比基準的個別基金獎項中,瀚亞投資-全球新興市場動力股票基金在最佳表現基金大獎、最佳表現定期定額基金大獎,皆獲得同級最佳;瀚亞投資-日本動力股票基金則獲得最佳表現基金大獎傑出表現、最佳表現定期定額基金大獎的同級最佳;瀚亞理財通基金也榮獲最佳表現基金大獎之傑出表現。
表:瀚亞投信境內外基金獲《指標》基金獎一覽
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