摘要

 
  • 瀚亞投信攜手資本集團,增加產品線,也深化台灣與全球市場的投資連結。
  • 透過完整的股票、債券及平衡型產品線,協助投資人因應不同市場環境,建構具長期價值的資產配置。
  • 憑藉瀚亞投信深耕台灣市場的經驗,搭配資本集團嚴謹的基本面研究與團隊式投資流程,提升整體投資體驗。

瀚亞投信正式宣布與資本集團 ( Capital Group )展開策略合作,成為資本集團在台灣的總代理。透過此次合作,瀚亞投信將結合自身深耕台灣市場多年的在地洞察與通路服務能力,引進資本集團具國際競爭力的主動式投資策略,為台灣投資人帶來更多元且具長期價值的資產配置選擇。

資本集團成立於 1931 年,是全球歷史最悠久且規模領先的主動式投資管理公司之一,截至2025年12月31日,資本集團管理資產規模達 3.3 兆美元。資本集團長期以嚴謹的由下而上基本面研究聞名,並透過其獨特的「多元基金經理制度(The Capital System™)」,由多位經理人共同參與投資決策,以分散風險、兼顧不同觀點,力求為投資人創造穩健且具一致性的長期成果。

瀚亞投信指出,台灣投資人對具備國際視野、重視基本面研究的主動式投資策略需求持續成長。此次獲任命為資本集團在台總代理,不僅代表市場對瀚亞投信法遵制度、營運品質與在地專業的高度肯定,也再次展現公司致力於成為「全球資產管理專業與台灣投資人之間關鍵橋樑」的長期承諾。

在新的總代理架構下,瀚亞投信將於台灣銷售資本集團旗下多檔主動式基金,產品範圍涵蓋股票型、債券型及平衡型等多元資產類別,協助投資人在不同市場環境中,建構更具韌性與長期投資價值的投資組合。雙方亦將持續深化合作,提供更完整的市場洞察、投資教育資源與服務支援,提升整體投資體驗。

資本集團亦表示,亞洲是其極具策略重要性的核心市場之一,透過與瀚亞投信合作,期望進一步強化在地服務能力,更有效回應台灣投資人對高品質主動式投資解決方案的需求,協助投資人掌握全球市場的長期成長機會。

資本集團在台銷售之投資產品

目前瀚亞投信作為總代理,於台灣提供資本集團多元主動式投資產品,涵蓋不同資產類別與投資主題,協助投資人依據自身需求與市場環境進行配置。

資料來源:瀚亞投信,2026/04。

 

 

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