資本集團歐洲核心股票基金(盧森堡) Bh (美元)

62.03美元0.44(0.7%)
2026/01/28更新
績效 / 
1月3.45%
3月6.14%
1年20.21%
晨星評等
-

基本資料

基金公司/總代理人
中租證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
其他股票
基金家族
Capital International Management Company Sàrl
公開說明書基準指數
-
晨星組別基準指數
Morningstar DM Eur TME NR EUR
基金規模
158.77百萬截至 2026-01-27
年初至今報酬率
3.19%
殖利率
0.00
晨星評等
-
成立日期
2015-04-14

投資策略

透過主要投資於駐於歐洲已發展國家的公司的上市股票,以達到長期資本增長。為達到此目標,本基金力求透過資本增值及股息收入產生總回報。除了整合可持續性風險作為投資顧問的投資決策過程之一部分外,投資顧問旨在將碳足跡管理至低於發行章程訂明的本基金所選指數的水平。投資顧問亦評估及應用ESG和規範為本篩選,以落實有關本基金在企業發行人的投資的負面篩選政策。

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

  • Thomsen Christopher
  • 資歷 0年(2025-12-12 至今)
  • Christopher Thomsen is an equity portfolio manager at Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered European and Asian media companies, Hong Kong-based utilities, property companies, conglomerates and small-cap companies along with generalist coverage of other companies domiciled in Hong Kong and the Philippines. Prior to joining Capital, Chris worked as a corporate finance analyst for Citibank NA. He holds an MBA from Columbia Business School and a bachelor's degree in international economics from the School of Foreign Service at Georgetown University. Chris is based in London.
  • Lualdi Maurizio
  • 資歷 0年(2025-12-12 至今)
  • Maurizio Lualdi is an equity investment analyst and research director at Capital Group, with research responsibility for European insurance and restaurants. He has 28 years of investment experience and has been with Capital Group for 19 years. Earlier in his career, he covered sporting goods and business services for Europe as well as insurance in Asia. Prior to joining Capital, he was Pan-Euro Insurance Team co-head at Credit Suisse First Boston. He holds a master’s degree with distinction in insurance and risk management from City University Business School, London, a postgraduate degree in business management from the Universidad Simon Bolivar and a bachelor’s degree in architecture from Universidad Central de Venezuela, graduating magna cum laude. Maurizio is based in London.
  • de Pomyers Edouard
  • 資歷 2年(2024-04-01 至今)
  • Edouard de Pomyers is an equity investment analyst at Capital Group with research responsibility for European and Latin American telecommunications and pay-tv services and capital goods & engineering companies in Europe. He has 21 years of investment experience and has been with Capital Group for 15 years. Prior to joining Capital, Edouard was an investment banker at Lazard. He holds an MBA with high distinction from Columbia Business School and a master’s degree in management from HEC, Paris. Edouard is based in London.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.30%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
中租證券投資顧問股份有限公司
聯絡電話
(02)7708-8888
基金顧問地址
台北市忠孝西路一段66號33樓
基金顧問網址
www.ezfunds.com.tw

基金篩選

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