摘要
Think Income. Think Active. 想要實現收益，除了嚴選標的、更要靠智慧實現，關鍵在於分層、分散布局的投資策略，瀚亞投資提供主動基金投資方案，讓投資人離收益更近。
在AI科技趨勢與需求帶動下，延續全球經濟成長與多頭市場，然而，市場也充斥著不少變數，包括地緣政治衝突、能源衝擊、通膨與貨幣政策不確定性，加上資產波動加大、AI主題估值是否過高等疑慮存在，2026年追求收益時必須留意風險。
投資收益機會眾多，除了追求成長，更不能忽略分散風險與資產配置的重要性，瀚亞投資建議從全球與亞洲兩大聚焦找出收益引擎：
【聚焦亞股】追求股息與資本利得
瀚亞投資-亞洲股票收益基金(本基金配息來源可能為本金)，是一檔著眼於亞洲成長機會與總報酬機會的境外基金，由瀚亞投資(新加坡)研究團隊主動找尋亞洲多元收益來源，聚焦在成長、現金流、股息殖利率及股息可持續性，採取「總報酬」投資方式，兼顧股息與股價上漲機會。本基金提供前收穩定配息(美元、澳幣、紐幣、南非幣)及後收穩定配息(美元)的多元級別選擇。
基金三大特色：
- 掌握三種股息機會：追求企業生命不同週期的股息機會，例如：高股利率、高獲利能見度及自由現金流的「股息穩定型」公司、股息發放有望回升或恢復的「股息復甦型」公司、企業股東回報政策穩定且將獲利增長轉化為股息增長的「股息成長型」公司。
- 機動調整亞洲各國大／中／小型股曝險：透過靈活調整資產配置、地區、產業與投資標的，讓投資組合能快速因應市場變化。
- 選股兼顧質化與量化條件，全亞洲精選40-60檔股票：從市值超過5億美元、4800檔股票中，層層把關找出亞洲當地Ａ級企業。
【分散全球】抓住全球收益機會、降低波動
瀚亞多重收益優化組合基金(本基金得投資於非投資等級之高風險債券基金且配息來源可能為本金)，是一檔追求全球多元資產報酬機會，透過瀚亞投信經理團隊主動進行股票基金、債券基金(含ETF)篩選配置，動態調整資產配置比例與區域比重，以因應市場輪動並展現主動操作之價值。本基金提供新臺幣、美元、澳幣、紐幣、南非幣、日幣及人民幣等幣別選擇。
基金三大特色：
- 以高評等債為核心：精選高評等債券(標普評等BBB-級以上投資級債)標的，為投資人在金融市場波動中把關品質，也是市場上少數聚焦高品質債的多重資產基金。
- 聚焦大型股：基金主要持股為中型與大型股，以較平穩的方式參與股票市場投資機會。(大型股定義為市值超過$100億美元的公司；中型股市值約為20-100億美元；而小型股定義約為市值低於3億元之企業。)
- 嚴控波動度：以投等債為持股核心，嚴控風險，各期間波動度皆低於其他同類型平均。(資料來源: Lipper,截至2026/03/31,同類型平均為SITCA分類:全球跨國組合型-平衡型)
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