基本資料

投資策略

經理公司應以分散風險、確保基金之安全，並積極追求長期之投資利得及維持收益之安定為目標。以誠信原則及專業經營方式，將本基金投資於中華民國及外國有價證券。並依下列規範進行投資：

(一)本基金投資於中華民國之有價證券為中華民國境內之上市或上櫃股票、承銷股票、台灣存託憑證、基金受益憑證（含指數股票型基金）、期貨信託事業對不特定人募集之期貨信託基金受益憑證、政府債券、公司債(含次順位公司債、無擔保公司債)、可轉換公司債、附認股權公司債、金融債券(含次順位金融債券)、依金融資產證券化條例公開招募之受益證券或資產基礎證券、依不動產證券化條例募集之封閉型不動產投資信託基金受益證券或不動產資產信託受益證券及經金管會核准於國內募集發行之國際金融組織債券及經金管會核准有價證券上市或上櫃契約之興櫃股票，前述所稱「興櫃股票」僅限於經臺灣證券交易所股份有限公司或財團法人中華民國證券櫃檯買賣中心同意上市或上櫃，並申報經金管會核准有價證券上市或上櫃契約者。

(二)本基金投資之外國有價證券為：

1.於外國證券交易所及經金管會核准之店頭市場交易之股票（含承銷股票）、存託 憑證(含Non-Voting Depository Receipt，簡稱NVDR)、認購(售)權證或認股權憑證、基金受益憑證(含指數股票型基金Exchange Traded Fund）、基金股份、投資單位(含放空型ETF、商品ETF)；

2.經金管會核准或申報生效得於中華民國境內募集及銷售之外國基金管理機構所經理或發行之基金受益憑證、基金股份、投資單位；

基金經理人

• 彭 炫通
• 資歷 3年(2019-07-05 至今)

• Shiuan-Tung (Tony) Peng, CFA, is a portfolio manager at Pyramis. He manages custom multi-asset class portfolios for institutional clients. He sits on the Business Cycle Board within Fidelity’s Global Asset Allocation organization. Before joining Fidelity in 2006, Tony was with New England Pension Consultants (NEPC) as a senior analyst conducting all asset allocation studies for their defined benefit plan clients and a research analyst for liability-driven investment managers. He also served on the NEPC Asset Allocation Committee, where he helped develop the firm’s capital markets outlook. Prior to his work at NEPC, he was an actuarial analyst with Diversified Investment Advisors, Inc. He has been in the industry since 2002. Tony earned his bachelor of science degree in physics from National Taiwan University and his master of arts degree in economics from the University of Washington. He is a Chartered Financial Analyst charterholder.

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