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《基金》0050超吸睛 投資人平均月增逾7萬


Desmond Milligan

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【時報-台北電】市值型ETF投資熱度飆升,最具代表性的元大台灣50(0050)在調降費用率與股價分割後,掀起市場熱潮,今年以來投資人數大增61萬人,平均月增逾7萬人,居冠全台股ETF,熱潮帶動0050連結基金不配息級別,投資人數成長亦領先台股基金,指數投資的穩定性與報酬率可預期性,吸引市場高度青睞。

統計今年以來至8月15日,投資人數增加前五台股ETF,0050以增加61.4萬人、平均月增7.2萬人席捲市場,三檔熱門高股息ETF群益台灣精選高息ETF(00919)、元大高股息(0056)、國泰永續高股息(00878)則分別增加27.1萬、23.3萬、17.7萬人,分佔第二至四名;第五名由元大台灣高息低波(00713)以增加近6.3萬人拿下。

法人分析,0050市值型選股不含人為篩選因素,不會有選股失誤、錯過行情的可能性,且投資上市市值前50大企業,市場趨勢變化會自然反映在成份股權重變化,在持股穩定性以及報酬率可預期性上具有吸引力,自然成為許多投資人存股,或為小孩規劃長期投資的首選。近期投資人開始注意0050還有0050連結基金版本,發行不配息級別與TISA級別。法人指出,0050連結基金主要投資0050,績效與0050高度貼近,提供銀行等銷售機構投資人用來投資0050的管道。

群益00919經理人謝明志表示,高息股因有息收保護,有助抵禦市場波動,故台股高息ETF向來吸引訴求穩健投資之資金前往配置。美國對等關稅措施已陸續揭曉,不過仍須留意是否有變數產生,市場仍可能受到消息面的影響而波動,高股息ETF因可提供股息,又有潛在的價差空間可期,若短線逢回,投資人可分批逢低布局。(新聞來源 : 工商時報一巫其倫/台北報導)

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