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00757+高息主動式基金 定期定額掌握台美雙脈動

uniopen
2024/04/30 | 1分鐘閱讀

投資ETF幾乎成為全民運動,想搭上美股科技巨頭勢頭猛烈的反攻,透過跨國投資股票型ETF介入是最簡單聰明的投資術!統一FANG+ETF(00757)為美股成長型ETF,最大的特色是讓你用新台幣,就能一次買進美國10大創新AI科技巨頭。若想擁抱息收,投資人還可靈活納入台股高息主動式基金,補足現金流的收入,同為統一投信旗下的統一台灣高息優選基金(本基金配息來源可能為本金及收益平準金),僅成立半年多,各期間累積報酬率排名皆為前1/3強,並已在日前進行首次配息。

據晨星統計,00757定期定額一年報酬率超過三成,兩年、三年的成績更制霸同類型基金,成立五年多以來,定期定額已創造130.7%佳績。而統一台灣高息優選基金(本基金配息來源可能為本金及收益平準金),去年9月以新兵之姿逐鹿台股基金戰場,三個月、六個月的累積報酬率達14.75~27.14%不等,皆戰勝臺灣高股息指數與國內一般股票型基金平均,並擊敗許多成立多年的老大哥。

統一投信表示,存股族要選擇績優之標的並且長期持有,才能讓雪球越滾越大。AI相關應用正陸續推出,長線需求趨勢強勁,為台美股市未來成長的主要動能,後市仍持續看好。透過自組00757+台股高息主動式基金的資產配置,定期定額扣款投資,不但可掌握台美雙脈動,還有望享息利雙收。

00757定期定額績效(單位:%)

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統一台股高息主動式基金累積績效(單位:%)

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