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復華投信推金融股債傘型基金,主打波動低於科技股且報酬不輸 AI

2 reports · First detected 2026-03-05 · Last active 2026-03-05

復華投信宣布於 3 月 23 日開募「復華金融股債雙收傘型基金」,包含主動型的金融股息與金融債息基金。該基金鎖定全球金融產業在監管放鬆及降息環境下的成長機會,強調其低波動特性,可作為分散 AI 配置的投資選擇。

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Fuh Hwa Investment Trust to Open Innovative Index Umbrella Fund for Subscriptions on June 222026-06-15 · 2 reports · similarity 0.84

Fuh Hwa Investment Trust plans to launch the Fuh Hwa Innovative Index Umbrella Fund, comprising three sub-funds focused on global finance, AI and Taiwan equities. The umbrella structure offers different investment strategies under a single framework, allowing investors to gain exposure based on their risk preferences to long-term trends including digital payments, the future of finance and the AI supply chain.

Subscriptions are scheduled to open on June 22. The Global Innovative Finance Fund will target digital payments and the future of finance, while the AI-Powered Growth Fund will focus on the AI supply chain. A third sub-fund will invest in innovation themes in Taiwan equities. The fundraising target, issue price of each fund and subscription deadline have not yet been disclosed.

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