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統一投信多重資產基金  投資布局攻守兼備

uniopen
2024/05/31 | 2分鐘閱讀

全球股市在地緣政治降溫下進行反彈,美股、台股、日股及韓國成為全球投資AI題材的標的,股市可望維持多頭格局,加上通膨放緩趨勢不變,Fed走向降息循環下,將進而提升債券未來表現正向,是債市進場布局的好時間,資金可望輪動,投資人可透過多重資產基金參與布局,一次掌握全球股債市場成長優勢。

根據晨星數據顯示,統計至4/30,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)在績效成績上表現相當亮眼,本基金一年報酬率為44.50%,各期間績效表現在同類型中排名前1/4。透過多元資產配置不但可在不同景氣環境下發揮各自強項,亦可分散投資單一資產風險,達到互補進而追求創造多元收益及報酬。對於想要追求報酬成長與降低波動的投資人來說,將多重資產基金納入為投資配置,可掌握資產輪動獲勝的機會。

統一投信表示,全球投資市場多空交錯反覆牽動市場,投資方向難度提升,建議投資人可透過多重資產基金進行多元配置,不但有助分散投資風險,亦可達到多元收益及攻守兼備目標。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)以新臺幣、美元及人民幣3種幣別,同時有累積型及配息型,提供投資人在市場中靈活運用資金多重選擇。

基金各期間績效(新台幣累積型)

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資料來源:Morningstar,統一投信整理,統計至2024/4/30。依投信投顧公會分類為多重資產型-不分國內外(主級別/新台幣/含息)。成立以來指基金成立以來,統一全球動態多重資產成立於2017/9/30。

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