瀚亞投資-日本動力股票基金勇奪國內外五項基金獎

享有基金界奧斯卡獎美譽的「晨星暨Smart智富台灣基金獎」2023年得獎名單揭曉。瀚亞投資-日本動力股票基金A(美元)奪得「日本股票型基金獎」,在獲獎率僅不到0.5%的激烈競爭中勝出,其中長期績效與各項數據亮眼,今年已橫掃國內外基金獎五項獎座。

瀚亞投資-日本動力股票基金今年已獲《指標》台灣基金獎兩項大獎:最佳表現基金大獎-同級最佳、最佳表現定期定額基金大獎-同級最佳殊榮,在香港、新加坡等地也同步獲獎,其績效及操作策略受國際獎項認可。

在台灣核備銷售的境外瀚亞投資-日本動力股票基金,相較於同類型一金績效及波動度表現亮眼,更提供日圓、美元、美元避險及諸多幣別。瀚亞投信表示,該基金團隊透過由下而上、採取價值選股策略,因此投資組合不受限於基準指標限制,選擇長期成長題材與價格被低估的個股。而看準日本疫後經濟復甦強勁,機動性的加碼景氣循環類股,趁勢掌握疫後觀光財,配置金融、消費及工業類股比重約60%,集中持股操作,都是近年績效優於同類型的主因。

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瀚亞投信總經理王伯莉表示,瀚亞獲獎成績豐碩,反映出在過去一年充滿挑戰的年度,無論是境內基金或境外及總代理產品,團隊均兢兢業業地為投資人看顧財富。瀚亞投資團隊持續深耕台灣,致力提供投資人完整、多元且優質的產品,期許成為投資人的基金理財首選。

已邁入第16年的「晨星暨Smart智富台灣基金獎」援用國際研究的標準,以國內銷售的海內外基金為評選範圍。Smart智富台灣基金獎今年共頒發26個獎項,僅19個主動式基金獎項,卻有3,934檔基金角逐,得獎機率不及0.5%,瀚亞投資-日本動力股票基金通過激烈競爭脫穎而出,顯現實力堅強。

表:瀚亞投資-日本動力股票基金2023年獲獎一覽

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資料來源:Benchmark、晨星暨Smart智富台灣基金獎,瀚亞投信整理

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