Business Development Company(BDC) - 投資
By Christine
at 2023-06-10T18:27
at 2023-06-10T18:27
Table of Contents
最近在看BDC,剛好收到富邦退稅,就順便整理了一些資料
以下按照完稅Yield排序。來自富邦的有標註,其他都是來自於官網的tax info,
大部分的BDC都有提供外國投資者退稅的比例
*BDC風險高,最好有適當配置,或是買ETF
**更多細節可參考https://cefdata.com/bdc/
***官網的資料為預估,實際得照券商退稅才能知道。目前富邦退的比例跟官網的差不多
代號 Yield 退稅比例完稅Yield
GSBD 13.01% 99% 12.97% 富邦
CION 13.40% 85~90% 12.80%
TPVG 13.65% 75% 12.63% 富邦
TRIN 14.17% 60~90% 12.55%
HTGC 12.04% 90% 11.68% 富邦(往年貌似有90,今年只有67%)
FSK 12.90% 68% 11.66% 富邦
TCPC 12.14% 80~90% 11.41%
CCAP 11.65% 90% 11.30%
HRZN 10.95% 100% 10.95%
BCSF 11.63% 79% 10.90%
CSWC 10.88% 90% 10.55% 富邦
OCSL 11.18% 80% 10.51%
PFLT 10.66% 84% 10.15% 富邦
NMFC 10.21% 88% 9.84% 富邦
ARCC 10.05% 80% 9.45% 富邦
ORCC 9.72% 85% 9.28% 富邦
BIZD 11.05% 40% 9.06% 此為ETF
--
以下按照完稅Yield排序。來自富邦的有標註,其他都是來自於官網的tax info,
大部分的BDC都有提供外國投資者退稅的比例
*BDC風險高,最好有適當配置,或是買ETF
**更多細節可參考https://cefdata.com/bdc/
***官網的資料為預估,實際得照券商退稅才能知道。目前富邦退的比例跟官網的差不多
代號 Yield 退稅比例完稅Yield
GSBD 13.01% 99% 12.97% 富邦
CION 13.40% 85~90% 12.80%
TPVG 13.65% 75% 12.63% 富邦
TRIN 14.17% 60~90% 12.55%
HTGC 12.04% 90% 11.68% 富邦(往年貌似有90,今年只有67%)
FSK 12.90% 68% 11.66% 富邦
TCPC 12.14% 80~90% 11.41%
CCAP 11.65% 90% 11.30%
HRZN 10.95% 100% 10.95%
BCSF 11.63% 79% 10.90%
CSWC 10.88% 90% 10.55% 富邦
OCSL 11.18% 80% 10.51%
PFLT 10.66% 84% 10.15% 富邦
NMFC 10.21% 88% 9.84% 富邦
ARCC 10.05% 80% 9.45% 富邦
ORCC 9.72% 85% 9.28% 富邦
BIZD 11.05% 40% 9.06% 此為ETF
--
All Comments
By Eden
at 2023-06-12T19:57
at 2023-06-12T19:57
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