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淨值王製造機統一投信旗下首檔台股ETF 00939萬眾矚目
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uniopen
2024/02/26 | 2分鐘閱讀
統一投信的台股基金淨值屢創新高,橫掃全市場淨值前三名,統一全天候基金更是「台股基金淨值王」。不只旗下主動式基金淨值高!統一FANG+ ETF(00757)穩坐「海外股票ETF淨值王」,讓被稱為「高淨值基金製造機」的統一投信,首度進軍台股ETF市場,就成為鎂光燈焦點。統一台灣高息動能ETF(基金配息來源可能為收益平準金)(00939),打破傳統框架,為首檔結合高息與動能的ETF,將於3/1~3/5募集繳款,預計3/20掛牌上市。

00939追蹤的臺灣高息動能指數,完美貼合台股特有的除權息環境。每年5月,指數從全產業嚴選40檔高股息股,精準布局領息高峰。三大選股指標包括每股盈餘、營業利益率及當年度股利率。每股盈餘可以篩選出本業有賺錢、基本面品質高的企業,剔除過度仰賴資產變賣及拿老本配息者。營業利益率著重企業獲利能力,讓投資組合具備股價成長性。股息空窗期時,指數會專注追求股價進攻動力,在9月及1月利用夏普值,讓強勢股獲得更多投資比重,大幅提升投資組合報酬。

00939的月配息制度,尤其是首創月底領息設計,讓領息族耳目一新並引頸期盼。搭配已上市的配息型ETF皆為月中領息,00939是首檔可以讓投資人自組雙周配的ETF,可以說是配息百搭王。00939發行價15元,一張只要一萬五千元,小額資金就能擁有高CP值投資,不僅能提供現金流收益,還是讓投資組合報酬增益的動力火車。

一表看00939指數調整重點

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資料來源:臺灣指數公司,統一投信整理。

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