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統一投信海外股票基金打世界盃 三大區域今年來績效居冠
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uniopen
2024/05/27 | 1分鐘閱讀
一般投資人常常有「外商投信操盤的海外基金績效比較好」的迷思,然而據晨星統計至4月底止,統一投信旗下統一全球新科技基金、統一新亞洲科技能源基金、統一大中華中小基金,分別為全球、亞洲、大中華股票型基金今年以來績效之冠,顯示專業的本土投信之海外股票型基金也能打世界盃。

統一投信以主動式基金金獎團隊聞名,據晨星統計,不僅統一全天候基金、統一奔騰基金及統一黑馬基金包辦台股基金淨值前三強;若盤點海外股票型基金今年以來績效,統一全新科技基金34.15%、統一新亞洲科技能源基金34.35%、統一大中華中小基金38.73%,皆為同類型基金之冠,一年、兩年、三年、五年報酬率也都在同類型基金名列前茅,可見選擇專業的投研團隊是長線累積財富的神隊友。

全球股市今年續揚,惟美國經濟數據穩健,通膨下滑速度遲滯不前,導致市場對Fed預期降息時程延後及幅度下修,造成4月全球股市拉回震盪,所幸回檔不深。展望下半年,除了台股市場,統一投信表示,基於「美國企業體質穩健、日本通膨回歸、A股估值修復可期」等三大利基,看好美、日、大中華市場下半年投資價值,資產配置上也不能錯過海外股票型基金的投資潛力。投資人可透過定期定額,首選統一投信旗下海外股票型基金,長線可望為投資人帶來超額報酬的機會。

統一投信旗下三大區域股票型基金報酬率(%)

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資料來源:晨星,統計至2024/4/30。新台幣計價主級別基金。

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