摘要
瀚亞環球智慧數據股息基金(本基金配息來源可能為本金且基金並無保證收益及配息)於2025/9/1~9/5展開募集，具備「AI好息」：AI模組選股、優質團隊及兼顧股息等三大優勢，在市場混沌不明階段，本基金運用AI機器學習，透過智慧數據模組挑出全球潛力股，並且兼顧高股息目標，建立最適化投資組合，智定投資盛局。
美國關稅政策威脅尚未落幕，全球投資市場下半年依舊有諸多挑戰。如何兼顧股市資本利得與股息收益，並且在震盪期間提高資產防禦力？瀚亞投信指出，用傳統單一投資策略，已經難以滿足當前投資人所需。
瀚亞環球智慧數據股息基金(本基金配息來源可能為本金且基金並無保證收益及配息)，基金操作採取的是【成長股+高股息】策略，也就是：潛力股為主、高息股為輔，找出最適合化投資組合。
基金三大特性：AI好息 智定盛局
本基金能帶給投資人什麼樣的投資效益？預計可發揮「AI好息」三大特性：
- AI數據選股：瀚亞投資團隊運用「智慧多因子選股模組」，AI機器學習模型找出最具上漲潛力之股票，追求超額報酬，並加入股息目標，建構最佳投資組合。
- 高股息目標：基金挑選股息率成長、或持續配發股利的企業，納入高股利股票，提升投資組合穩定度。
- 優質團隊：瀚亞投資量化投資團隊篩選全球上市股票，看顧並靈活調整投資組合。
投組兩大優勢：精選潛力股與高股息股票
本基金投資組合目標，預計鎖定：成長潛力股與高股息股票。以模擬投資組合回測過去十年（2015-2024）為例，本基金平均股利率為2倍的MSCI全球國家世界指數股息率。
此外，透過AI多因子策略所精選的潛力股，可望帶來超額報酬機會，回測過去3、5、10年年化報酬率，各期間亦高於MSCI全球國家世界指數表現。
瀚亞環球智慧數據股息基金(本基金配息來源可能為本金且基金並無保證收益及配息)將於2025/9/1-9/5期間募集，保管機構為玉山銀行。本基金提供新台幣、美元、人民幣及日幣等四種幣別，並提供A累積前收、B配息前收及SA累積後收、S配息後收等選擇(註:人民幣申購僅提供A累積前收、B配息前收及S配息後收等級別)。
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