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股債市變化快速?投資多重資產基金一鍵完成資產配置
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uniopen
2024/05/07 | 2分鐘閱讀
近年投資人資產配置需求上升,投信積極發行相關商品,使境內多重資產型基金從三年前的32檔快速增加至64檔,規模成長64.37%至2219億(統計至3/31)。統一投信表示,受到地緣政治衝突紛擾、美國通膨高於預期及聯準會降息預期變化等因素影響,近期金融市場波動劇烈,多重資產基金因投資範圍橫跨股債及ETF等多種資產,具備動態調整資產配置特色,成為投資人應對市場波動的優質選擇。

根據晨星統計至4/30數據,統一全球動態多重資產基金(本基金有相當比重投資於非投資等級之高風險債券且基金配息來源可能為本金)多個期間的報酬率在同類型基金中名列前茅,短中長期表現皆相對優異。這檔基金今年來報酬率達到23.49%,近一年報酬率更高達44.5%,遠勝同類型報酬率平均值的6.09%及12.65%。受到2022年股債市空頭影響,近三年多重資產型基金報酬率平均值僅2.08%,但同期間統一投信的多重資產基金仍繳出17.09%的報酬率。

統一全球動態多重資產基金(本基金有相當比重投資於非投資等級之高風險債券且基金配息來源可能為本金)基金經理人郭智偉表示,日前召開的聯準會利率會議保持鴿派,消除市場對於聯準會可能再度升息及美國經濟陷入停滯性通膨的疑慮,但也因美國經濟持續強勁,預期的降息時間延後且碼數下滑。在美國公債殖利率維持高位的狀況下,股市評價水準受到壓抑,後續股市成長動能將仰賴企業獲利提升。

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資料來源:晨星,統計至2024/04/30。依投信投顧公會分類為多重資產型基金,主級別/新台幣計價報酬率。

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