台股ETF新兵報到 中信臺灣智慧50准募 - 股票QA

By Margaret
at 2022-06-01T15:44
at 2022-06-01T15:44
Table of Contents
原文標題: 台股ETF新兵報到 中信臺灣智慧50准募
原文連結: https://money.udn.com/money/amp/story/5618/6355445
發布時間:2022-06-01 09:01
記者署名: 經濟日報 記者黃婉軒
原文內容:
看好台股下半年吹反攻號角,中國信託投信繼去年推出3檔台股ETF後,2022年重磅推出「
中信臺灣智慧50 ETF(00912)」,追蹤台灣指數公司特選台灣上市上櫃智慧50指數,擬
訂6月13日至6月15日募集,期使在股市多空難掌握的當下,提供投資人強攻力守的新ETF
標的。
中信臺灣智慧50 ETF經理人張圭慧表示,目前市場最擔憂的議題為俄烏危機引發的經濟衰
退及通膨風險,而國際貨幣基金組織(IMF)預估台灣經濟成長維持在3.5~4.5%區間,且
通膨走勢也相對於其他亞太地區國家趨緩。
雖然今年以來因美國升息帶動資金回流,不過內資法人部隊依舊看多力挺,台股仍相對國
際股市強勁,加上台股企業獲利佳、殖利率相對高,待外資歸隊可望進一步助攻下半年台
股行情。
張圭慧樂觀看待台股下半年迎東風,且台股已歷經大幅度修正,有基本面的資產是具成長
潛力的投資標的,然而過去無論是市值型或股息型的台股ETF僅專注在單一篩選面向,觀
察過去十年,隨著景氣循環輪動,產業在不同的景氣循環位階下各有表現,若只側重單一
條件,難免會「顧此失彼」。
因應時局變化,「中信臺灣智慧50 ETF(00912)」所追蹤的「特選臺灣智慧50指數」,
其最大特點就是法人級選股流程。依流動性篩選後,選取前50大市值之上市櫃股票,在自
由流通市值加權為基礎下,再依成長、規模、品質、價值、動能5大投資因子調整權重,
能在景氣變化或市場風格轉換時,更能調整至較佳的投資風向。
張圭慧指出,根據「特選臺灣智慧50指數」自2009年以來的回測績效,勝出臺灣50報酬指
數報酬率高達163%,其中加入因子機制購是進化指數超額報酬的重大關鍵。
中信投信強調,影響金融市場兩大因素:聯準會升息及俄烏戰爭,有望在下半年逐步明朗
,根據主計處3月最新預估今年GDP為4.02%,若以過往台股與GDP走勢高度相關性來看,下
半年台股可望跟隨GDP築底反彈。即將推出的「中信臺灣智慧50 ETF(00912)」精選法人
常用五大選股因子,建構強攻力守的投組架構,讓投資效能更上層樓。
心得/評論:
過去績效就先不看了 反正一定都很好
直接去官網看一下目前成分股
https://imgur.com/NfmIAVE
航運三雄都在裡面 真的是很有智慧
每季調整一次 好像沒有特別說會換幾檔
如果週轉率高也是會吃交易稅費
內扣費用 https://imgur.com/zN2Dva1 算是滿一般的行情價
有點0050的季配息版本 但又有點加強近期熱門股的權重的ETF
不知道大家看法如何? 我是不會買 ㄏㄏ
--
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