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00966B首次除息出爐 3/5為最後買進日
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2025/02/19 | 2分鐘閱讀
統一ESG投等債15+ETF(00966B)(基金之配息來源可能為收益平準金)首次配息金額期前公告出爐 (最終配發金額以2025/3/4之第二階段公告為準)。00966B將在3/6除息,3/5為最後買進日,收益分配日為3/28。(詳細資訊請至統一投信官網最新消息查詢https://www.ezmoney.com.tw/NEWS/Info/13697?tid=1

統一ESG投等債15+ETF(基金之配息來源可能為收益平準金)經理人張美媛表示,有鑑Fed放緩降息腳步,企業基本面保持強勁,債券配置首選投資等級公司債。一方面對於市場不確性的低禦性較佳;另一方面可享有相對於公債更高的債息收益,同時具備未來降息時的資本利得空間。

至於債券ETF的買進時點要如何判斷,張美媛表示,00966B為長天期債券ETF,投資人可以參考30年期美國公債殖利率做為長債進場的觀察指標,若30年美公債殖利率來到4.6%以上,則可視為長線加碼買點。

00966B是統一投信秉持「好基金、好幸福」的企業精神,所推出的月配息債券ETF。00966B所追蹤的指數即瞄準BBB級公司債、卡位長天期債券優勢,並鑒於綠色經濟崛起,納入ESG投資因子,依ESG評級進行權重調整,使投資組合有望受惠ESG長線資金面利多加持,適合存債族納入投資組合。

統一投信提醒,投資人選擇ETF時,需留意基金配息率與追蹤指數殖利率之差異,亦可觀察相關金融市場的政經議題變化,作為投資布局時的參考依據,金融商品的淨值有可能因各項總經或產業因素變化而上下波動。

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