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[基金|境外] 步驟1234就可以挑選出好的基金公司.大與量是基本的


本帖最後由 soso 於 2017-8-1 15:03 編輯

步驟1234就可以挑選出好的基金公司.大與量是基本的

投資人投資常困擾的問題 ,就是不知道如何選擇好的基金公司,以下是一些參考數據,作者認為有公信力的。
1,基金公司的管理資產規模
管理資產規模越大,代表投資人越認同,以下是投信投顧公會的統計資料。
*資料仍以該公司公告為準 投信公會2017.6*資料來源: 各投信公司
公司名稱基金規模-本月基金規模-上月規模增(減)金額成長率
兆豐國際投信87,278,977,69385,287,847,6011,991,130,0922.33%
第一金投信103,364,901,670103,336,593,98228,307,6880.03%
匯豐中華投信32,493,717,32931,872,614,754621,102,5751.95%
元大投信334,144,131,757344,465,220,832-10,321,089,075-3.00%
景順投信8,587,332,0838,636,573,014-49,240,931-0.57%
瀚亞投信84,931,403,35190,246,710,518-5,315,307,167-5.89%
保德信投信72,797,941,92774,452,111,567-1,654,169,640-2.22%
統一投信67,551,498,65672,706,134,758-5,154,636,102-7.09%
富邦投信123,706,067,555127,241,074,225-3,535,006,670-2.78%
摩根投信101,116,728,19999,814,650,0591,302,078,1401.30%
華南永昌投信34,966,478,50134,345,998,826620,479,6751.81%
新光投信27,680,635,79929,985,014,998-2,304,379,199-7.69%
瑞銀投信4,189,436,5434,205,550,656-16,114,113-0.38%
群益投信128,973,624,809126,844,892,3242,128,732,4851.68%
德信投信4,422,482,5714,622,742,951-200,260,380-4.33%
聯博投信49,988,239,91343,549,044,1076,439,195,80614.79%
日盛投信87,304,575,73792,180,376,718-4,875,800,981-5.29%
柏瑞投信89,660,200,29384,680,167,8964,980,032,3975.88%
復華投信109,739,356,398111,026,623,226-1,287,266,828-1.16%
永豐投信31,506,744,86734,458,909,564-2,952,164,697-8.57%
中國信託投信24,669,902,78127,776,995,067-3,107,092,286-11.19%
宏利投信27,610,362,32527,542,080,05368,282,2720.25%
貝萊德投信7,103,459,5478,002,899,708-899,440,161-11.24%
野村投信74,526,211,96375,779,588,204-1,253,376,241-1.65%
聯邦投信25,227,584,18226,189,641,810-962,057,628-3.67%
未來資產投信4,222,307,1664,847,570,252-625,263,086-12.90%
安聯投信88,046,897,43586,580,307,8681,466,589,5671.69%
國泰投信134,728,358,921132,223,087,5432,505,271,3781.89%
富達投信9,872,358,5159,725,696,234146,662,2811.51%
德銀遠東投信4,545,639,3954,552,255,776-6,616,381-0.15%
凱基投信9,401,250,5889,779,140,319-377,889,731-3.86%
施羅德投信14,862,360,85411,994,250,7962,868,110,05823.91%
華頓投信12,132,226,67813,051,776,473-919,549,795-7.05%
惠理康和投信121,734,259124,102,500-2,368,241-1.91%
富蘭克林華美投信85,170,169,18686,308,622,754-1,138,453,568-1.32%
台新投信64,926,858,90168,311,392,122-3,384,533,221-4.95%
合庫投信44,537,767,79250,922,447,708-6,384,679,916-12.54%
大華銀投信1,442,893,1561,465,967,813-23,074,657-1.57%
總計2,217,552,819,2952,249,136,675,576-31,583,856,281-1.40%

國內投信共同基金資產管理規模

2,各公司全權委託契約數量
全權委託契約數量越多,代表受客戶信賴越大。
全體業者(委任關係及信託關係)
委任人類別契約數量全體有效契約金額
本國自然人32511,486,794,151
外國自然人00
本國法人162428,809,997,522
外國法人25413,047,071,212
政府機關所屬基金78409,305,256,635
企業職工退休基金2135,143,857
集合管理運用帳戶113,726,246,634
投資型保單209522,358,314,089
合計1,0411,388,868,824,100


投信、投顧、兼營投顧 (委任關係)-依委任人類別
委任人類別契約數量全體有效契約金額
本國自然人1356,119,279,183
外國自然人00
本國法人125422,470,466,297
外國法人18411,794,479,837
政府機關所屬基金78409,305,256,635
企業職工退休基金2135,143,857
投資型保單209522,358,314,089
合計7331,372,182,939,898


兼營投顧(信託關係)-依委任人類別
委託人類別契約數量有效契約金額
本國自然人1905,367,514,968
外國自然人00
本國法人376,339,531,225
外國法人701,252,591,375
政府機關所屬基金00
企業職工退休基金00
集合管理運用帳戶113,726,246,634
合計30816,685,884,202



投信(委任關係)-依公司別

公司代號公司名稱契約數量全體有效契約金額投資型保單有效契約
(以新台幣委託)
投資型保單有效契約
(以外幣委託)
數量金額數量金額
A0001兆豐國際投信21,255,320,4120011,055,320,412
A0003第一金投信5497,629,9081367,629,90800
A0004匯豐中華投信1273,744,824,5860000
A0005元大投信158,539,353,97731,500,479,22232,044,999,823
A0006景順投信000000
A0007瀚亞投信1059,596,596,75922,591,130,41544,267,718,876
A0008保德信投信16104,103,539,8380044,211,211,188
A0009統一投信1860,784,109,8160000
A0010富邦投信37,830,852,2350022,903,589,897
A0011摩根投信1347,485,540,04600734,232,150,990
A0012華南永昌投信72,687,348,1410022,482,502,235
A0014新光投信88,047,757,163129,990,39063,017,766,773
A0015瑞銀投信000000
A0016群益投信1225,040,066,58547,957,759,22831,407,781,877
A0017德信投信000000
A0018聯博投信14132,234,675,17012,684,577,76313129,550,097,407
A0020日盛投信390,000,0000000
A0021柏瑞投信14,562,886,24914,562,886,24900
A0022復華投信63113,879,301,0101723,343,571,702133,696,023,995
A0025永豐投信1120,006,344,9220000
A0026中國信託投信962,321,546,560192,204,209154,172,935
A0027宏利投信1016,802,064,629411,029,089,18055,672,975,449
A0031貝萊德投信419,234,934,75100419,234,934,751
A0032野村投信1678,769,900,01311,271,055,12047,831,677,703
A0033聯邦投信000000
A0035未來資產投信31,608,578,0620031,608,578,062
A0036安聯投信1836,089,920,60047,290,344,55847,499,576,042
A0037國泰投信50305,124,993,65200887,513,763,410
A0038富達投信1116,203,520,979001012,556,720,979
A0040德銀遠東投信000000
A0041凱基投信151,112,776,1262872,092,85300
A0042施羅德投信1364,519,993,4992756,214,703955,263,778,796
A0043華頓投信3365,339,558002335,339,558
A0044惠理康和投信000000
A0045富蘭克林華美投信4857,834,716,04837,284,140,7484250,215,431,443
A0047台新投信1011,565,346,5100043,011,654,619
A0048合庫投信59,315,276,85925,884,464,31022,930,812,549
合計4281,351,255,054,6634977,517,630,558156442,598,579,769


投信(委任關係)-依委任人類別
委任人類別契約數量全體有效契約金額
本國自然人403,892,131,714
外國自然人00
本國法人100412,287,674,309
外國法人35,518,637,821
政府機關所屬基金78409,305,256,635
企業職工退休基金2135,143,857
投資型保單205520,116,210,327
合計4281,351,255,054,663



投顧(委任關係)-依公司別(註)

公司代號公司名稱契約數量全體有效契約金額
B0024鑫圓滿投顧211,593,800
B0029富蘭克林投顧00
B0038華信投顧00
B0044宏遠投顧1976,440,651
B0072統一投顧10122,033,335
B0118華南投顧00
B0122群益投顧00
B0149霸菱投顧1223,153,709
B0152元富投顧371,718,646,693
B0157大昌投顧15,000,000
B0159亞東投顧51,950,586,702
B0162瑞聯全球投顧36,747,172,701
B0201國票投顧540,000,000
B0303首華投顧11653,834,497
B0317福邦投顧20740,059,283
B0324桓宇投顧550,000,432
合計10113,238,521,803


投顧(委任關係)-依委任人類別
委任人類別契約數量全體有效契約金額
本國自然人721,133,143,937
外國自然人00
本國法人249,796,838,988
外國法人166,435,116
政府機關所屬基金00
企業職工退休基金00
投資型保單42,242,103,762
合計10113,238,521,803


兼營投顧(委任關係)-依委任人類別
委任人類別契約數量全體有效契約金額
本國自然人231,094,003,532
外國自然人00
本國法人1385,953,000
外國法人1806,209,406,900
政府機關所屬基金00
企業職工退休基金00
投資型保單00
合計2047,689,363,432


投信、投顧、兼營投顧 投資外國有價證券統計表(委任關係)
投資地區投資比率
美國32.90%
日本1.69%
歐洲36.16%
紐澳0.01%
東南亞1.04%
其他21.04%
全體投資金額︰NT$ 499,507,373,612

註:依104年4月23日第六屆第5次證券投資顧問業務委員會決議「投顧業全權委託投資業務統計表(委任關係)」公告資料揭示個別公司之契約數量及有效契約金額等項目。本公會自104年7月份公告6月份資料起適用。








3,基金公司規模,基金支數,基金種類
*資料來源:各投信公司, 資料仍以該公司公告為準* 所有規模/金額均為新台幣
公司代號公司名稱基金規模基金規模
市場
占有率
受益權單位數基金
數量
自然人
受益人數
法人
受益人數

受益人數
本月申購總金額本月買回總金額
A0001兆豐國際投信87,278,977,6933.94%6,574,274,389.742120,59766721,26413,750,900,61012,473,981,757
A0003第一金投信103,364,901,6704.66%4,597,918,512.522042,32999543,32412,584,049,57213,010,237,728
A0004匯豐中華投信32,493,717,3291.47%2,523,607,075.702528,70384129,5441,136,754,0941,650,747,698
A0005元大投信334,144,131,75715.07%18,167,339,799.2075334,8484,662339,51047,142,241,16563,347,170,240
A0006景順投信8,587,332,0830.39%419,411,839.64813,91626814,184160,071,481378,134,699
A0007瀚亞投信84,931,403,3513.83%5,945,494,177.602635,5911,36036,9515,615,294,89511,505,738,699
A0008保德信投信72,797,941,9273.28%4,509,917,629.0731100,3601,472101,8324,345,405,4068,160,934,758
A0009統一投信67,551,498,6563.05%3,836,372,418.782188,0331,01189,0447,365,289,33413,914,668,553
A0010富邦投信123,706,067,5555.58%6,149,699,496.674396,5791,83098,40911,133,893,19019,044,672,810
A0011摩根投信101,116,728,1994.56%6,601,865,338.5633172,3242,072174,3965,689,570,6206,992,213,067
A0012華南永昌投信34,966,478,5011.58%2,647,333,822.74159,86843910,3077,882,473,7227,689,281,772
A0014新光投信27,680,635,7991.25%1,622,440,422.181917,54157518,1165,294,288,6607,956,202,688
A0015瑞銀投信4,189,436,5430.19%470,803,538.303136780101,902,684112,453,559
A0016群益投信128,973,624,8095.82%8,393,310,646.754298,7352,484101,21918,941,860,99019,333,395,370
A0017德信投信4,422,482,5710.20%322,040,252.2672,5361372,673707,593,521941,029,602
A0018聯博投信49,988,239,9132.25%2,784,514,552.2693,9637514,7148,714,815,7182,476,761,854
A0020日盛投信87,304,575,7373.94%6,064,140,099.361829,57191930,49015,280,132,85320,463,938,582
A0021柏瑞投信89,660,200,2934.04%7,456,265,331.271921,3691,61822,9877,725,890,5313,430,737,361
A0022復華投信109,739,356,3984.95%7,836,951,503.004685,0762,71387,78910,018,838,03613,019,573,274
A0025永豐投信31,506,744,8671.42%2,062,884,093.822019,11366819,7813,008,581,1726,542,343,296
A0026中國信託投信24,669,902,7811.11%2,233,331,223.21113,0634533,5165,264,539,4158,452,972,608
A0027宏利投信27,610,362,3251.25%1,626,306,113.96172,9836813,664815,017,8941,228,763,779
A0031貝萊德投信7,103,459,5470.32%518,281,934.5061,3901861,576223,528,6141,204,058,896
A0032野村投信74,526,211,9633.36%5,134,454,877.524481,2262,60683,83211,173,331,57515,997,875,076
A0033聯邦投信25,227,584,1821.14%1,952,113,171.37112,6912672,9585,444,741,2206,444,064,561
A0035未來資產投信4,222,307,1660.19%354,180,774.2394,1161604,276893,147,9971,541,745,711
A0036安聯投信88,046,897,4353.97%6,923,218,711.232534,5071,57236,07910,388,475,74710,145,773,741
A0037國泰投信134,728,358,9216.08%9,435,449,675.0048116,1351,545117,68017,979,844,07317,872,454,220
A0038富達投信9,872,358,5150.45%712,450,743.1634,7211964,917517,142,596426,286,587
A0040德銀遠東投信4,545,639,3950.20%371,885,318.308374182556439,333,680467,021,664
A0041凱基投信9,401,250,5880.42%722,823,948.64168,0412808,321360,610,818845,066,696
A0042施羅德投信14,862,360,8540.67%628,882,573.3082193595781,497,598,509295,804,724
A0043華頓投信12,132,226,6780.55%1,051,667,939.4583,5963223,9183,324,396,4584,281,487,652
A0044惠理康和投信121,734,2590.01%12,513,990.16135944322,0009,686,954
A0045富蘭克林華美投信85,170,169,1863.84%7,905,917,616.742024,3511,84826,1997,600,882,5899,857,591,541
A0047台新投信64,926,858,9012.93%4,746,353,567.732110,5631,01811,58110,156,897,12413,747,343,411
A0048合庫投信44,537,767,7922.01%4,396,781,165.007551582138,449,787,69214,887,641,674
A0049大華銀投信1,442,893,1560.07%38,207,846.1720121236,00044,702,685
總計2,217,552,819,295100.00%147,751,406,129.097661,519,13137,4031,556,534271,129,482,255340,194,559,547

國內基金規模,基金支數,基金種類


4,瞭解該公司投研團隊人數及品質。


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