摘要

 

瀚亞投信 9 月 23 日起將募集【瀚亞亞洲科技資本家股票基金】,推出 A 累積及 SA 累積後收級別,著眼亞洲科技產業供應鏈發展潛力及企業獲利,透過亞洲各地研究團隊精選個股,加上首發「資本家策略」,讓投資人透過基金方式參與新股上市、現金增資等機會,掌握亞洲科技投資最大效益。

全球科技轉向 AI 人工智慧、雲端、電動化等新世代,以美國為首的科技股漲勢近年吸引全球資金流入,瀚亞亞洲科技資本家股票基金擬任經理人林元平認為,美股評價不便宜,下一個投資亮點將由亞洲科技扮演承先啟後的關鍵地位。

林元平指出,亞洲科技的獨特性和不可或缺,比一般投資人想像的更廣泛、更多元,接下來資金有機會轉進亞洲科技股,原因有五大優勢,包括:

1. 亞洲有完善的供應鏈,形成科技一條龍
2. 亞洲科技成長性高於全球
3. 企業訂單及獲利能見度高
4. 科技獨角獸多集中在亞洲
5. 具備人口與工程師雙重紅利

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資料來源:Bloomberg,瀚亞投資整理 2024。本資料僅作說明使用。

舉例來說,以 AI 產業創新及應用,現在才剛處於初始階段,而美國主要領頭 AI 發展,但包括半導體、晶片、DRAM、精密封測/散熱、零組件等重要科技供應鏈卻都集中亞洲地區,也將是未來科技發展的新戰場。

瀚亞投信首發 集結在地精選股與資本家策略

瀚亞亞洲科技資本家股票基金由瀚亞投信首度募集發行,結合瀚亞投資亞洲各國跨區團隊協力,萃取出各國最佳個股名單,國家包括台灣、韓國、日本、中國、印度、香港及東協六國等,佔新基金投資比重至少 70% 以上;另外,首度推出「資本家策略」,透過新股上市、現金增資,獲取超額報酬的投資機會,投資比重佔比 0~30%。

asiatech_20240813_1.png

資料來源:瀚亞投信 2024/08

本基金資本家策略中運用工具包括:新股上市、配股集資、現金增資等新三箭。以一般投資人較難參與的新股上市認購為例,瀚亞投資的跨國團隊過去曾參與亞洲(中國/印度/菲律賓/新加坡/馬來西亞)各國新股經歷,統計其新股上市後 1、2、3 個月絕對報酬率,平均高於六至七成。主因源於母公司保誠人壽豐富的參與經驗,瀚亞投資更長期審視優質新股上市,抓住參與新股上市和配股集資的案源,有機會拿到法人機構般的投資機遇。

基金小檔案

本基金由瀚亞投信擬任經理人林元平操作,現為 瀚亞美國高科技基金經理人,投資操作經驗豐富且短中長期績效有目共睹;基金擬於 2024/9/23 起募集,提供新台幣、美元、人民幣等幣別選擇,亦提供 A 累積級別與 SA 累積後收集別,由永豐銀行擔任保管銀行。 【請詳閱 本基金公開說明書】

asiatech_20240813_3.png

RR係計算過去5年基金淨值波動度標準差,以標準差區間予以分類等級。

 

 

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