瀚亞投資勇奪8項《指標》台灣年度基金獎

《指標》台灣年度基金大獎2/20公布2022年基金大獎,瀚亞投資(台灣) 境內外基金共獲得8項大獎,其中包括4座最佳基金公司獎、1座最佳表現基金大獎及3座最佳表現定期定額基金大獎;而總代理基金之瑞萬通博及M&G基金亦獲得3項大獎榮耀。

根據《指標》基金公布名單,去年瀚亞投資(台灣)旗下境內或境外基金,以亮眼的績效、波動度、ESG策略等各項條件,成功獲得多項大獎榮耀,無論是量化或質化評選,均在同業中脫穎而出。

《指標》台灣年度基金獎瀚亞得獎完整名單

最佳基金公司獎(House Awards):

瀚亞投資(台灣)共取得印度股票、全球股票、台灣股票及美國固定收益等四項大獎。

以境內規模最大的瀚亞印度基金為代表,獲得印度股票類型的同級最佳(Best-in-class)。此外,全球股票、台灣股票及美國固定收益類型獲得傑出表現(Outstanding Achiever)殊榮;其中美國固定收益類型更僅瀚亞投資一家獨家獲獎。

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資料來源:2022 BENCHMARK,2023/2/20

基金量化獎項:

瀚亞投資-日本動力股票基金同時囊括「最佳表現基金大獎」及「最佳表現定期定額基金大獎」的同級最佳殊榮,該檔基金是在日本股市下跌的大環境下,其各項量化數據大幅優於同類型,脫穎而出。

更值得關注的,由台灣發行的境內瀚亞印度基金,今年亦榮獲最佳表現定期定額基金-同級最佳獎項;同樣由台灣研究團隊操作的瀚亞股債入息組合基金(本基金配息來源可能為本金),也獲得新台幣平衡股債混合型的同級最佳獎。

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資料來源:2022 BENCHMARK,2023/2/20

境內外基金及總代理產品綻放光芒:

經歷2022年疫情及動盪的市場環境中,瀚亞投資境內外基金展現逆風高飛的研究實力,尤其在地團隊操作成果獲得國際獎項機構認可,成績有目共睹。此外,總代理之系列基金亦有多項大獎斬獲入袋,期望持續為投資人看顧各類資產的多元收益機會。

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資料來源:2022 BENCHMARK,2023/2/20

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