資本集團新視野基金(盧森堡) B

29.61美元0.11(0.37%)
2026/02/02更新
績效 / 
1月1.62%
3月2.54%
1年16.88%
晨星評等
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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
環球大型增長型股票
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 Gbl Growth TME NR USD
基金規模
20,588.32百萬截至 2026-01-30
年初至今報酬率
2.18%
殖利率
0.00
晨星評等
-
成立日期
2015-10-30

投資策略

本基金的投資目標是提供長期資本增長。本基金力求透過投資於世界各地(可能包括新興市場)公司的普通股,受惠於全球貿易模式及經濟政治關係的變化所產生的投資機遇。



為達到其投資目標,本基金主要投資於投資顧問認為具有增長潛力的普通股。除了納入可持續性風險作為投資顧問的投資決策程序的一部分外,投資顧問旨在將碳足跡管理至一般而言比本基金所選指數的水平至少低30%,一如發行章程所指明。投資顧問亦評估及應用ESG和規範為本篩選,以對本基金於企業發行人的投資落實負面篩選政策。

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

  • Avzaradel Aline
  • 資歷 0年(2025-11-01 至今)
  • Aline Avzaradel is an equity portfolio manager at Capital Group. She has 24 years of investment industry experience and has been with Capital Group for 21 years. Earlier in her career at Capital, as an equity analyst, she covered U.S. insurance companies as well as the apparel industry, nonalcoholic beverages and packaged food companies. Prior to joining Capital, Aline was an investment banking analyst with Morgan Stanley in New York. She holds an MBA from Stanford Graduate School of Business and a bachelor's degree in economics and mathematics from Barnard College graduating summa cum laude and Phi Beta Kappa. Aline is based in San Francisco.
  • Peterson Anne-Marie
  • 資歷 2年(2023-11-01 至今)
  • Anne-Marie Peterson is an equity portfolio manager at Capital Group. She has 31 years of investment industry experience and has been with Capital Group for 21 years. Earlier in her career at Capital, she was an equity investment analyst covering U.S. retail and restaurants. Prior to joining Capital, she was a partner and research analyst for Thomas Weisel Partners and before that, she was a research associate at Montgomery Securities. She holds a bachelor's degree in economics from the University of California, Irvine. She also holds the Chartered Financial Analyst® designation. Anne-Marie is based in San Francisco.
  • Higashi Kohei
  • 資歷 2年(2023-11-01 至今)
  • Kohei Higashi is an equity portfolio manager at Capital Group. He has 29 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, as an equity investment analyst, he covered Japanese consumer electronics, leisure products, textile & apparel, photographic products, office electronics, as well as Asian and European automobile manufacturers. Prior to joining Capital, he was a senior crude oil trader at Mitsubishi Corp. He holds an MBA from Harvard Business School and a bachelor's degree from the University of Tsukuba in Japan. Kohei is based in Los Angeles.

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
-
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
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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