宏利環球基金-康健護理基金AA股

3.67美元0.01(0.21%)
2026/01/29更新
績效 / 
1月0.14%
3月8.78%
1年14.67%
晨星評等

基本資料

基金公司/總代理人
宏利證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
行業股票 - 健康護理
基金家族
Manulife Investment Management (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Health NR USD
基金規模
407.49百萬截至 2026-01-28
年初至今報酬率
0.42%
殖利率
0.00
晨星評等
成立日期
2008-06-27

投資策略

康健護理基金旨在為持有長期投資觀點,為了達致長期回報而有準備接受其投資價值相當大的波幅的投資者提供中長期資本增長。子基金有意在多元化的基礎上作出投資。基本投資組合將主要包括全球康健護理及相關行業並在任何證券交易所上市的公司的股票及股票相關證券。子基金可投資於其盈利的重大部分來自醫療及醫藥產品及服務的公司。子基金的其餘資產可包括債券及存款。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Sylvester C.J.
  • 資歷 3年(2023-01-03 至今)
  • Slaughter Steven
  • 資歷 8年(2018-04-05 至今)
  • Mr. Slaughter joined Oak Ridge Investments in 2012 and is responsible for company research and analysis. Prior to his position with Oak Ridge, Mr. Slaughter was President of SMSV Advisory Services, Inc. which he co-founded in 2009. Immediately prior to SMSV, Slaughter was a Senior Vice President, Business Initiatives and Market Analytics, at Elan Pharmaceuticals Inc., of Dublin, Ireland. At Elan, he was responsible for orchestrating the firm’s $1.4B Alzheimer’s Immunotherapy alliance with Johnson & Johnson. Prior to Elan, Slaughter spent 8 years in health care investing as a Managing Director and Senior Investment Analyst at UBS Global Asset Management (formerly Brinson Partners) in Chicago and directed approximately $25 billion in Health Care investments in US and global equity portfolios. Mr. Slaughter graduated with honors from the University of Notre Dame, with a BS in Biology, and with honors from the J.L. Kellogg Graduate School of Management at Northwestern University with a Masters of Management Degree.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.75%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
宏利證券投資信託股份有限公司
聯絡電話
(02)2757-5999
基金顧問地址
台北市松仁路89號9樓
基金顧問網址
www.manulife-asset.com.tw