摩根士丹利量化主動環球房地產基金 A (美元)

28.55美元0(0%)
2025/02/12更新
績效 / 
1月4.98%
3月3.57%
1年9.72%
晨星評等

基本資料

基金公司/總代理人
國泰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
房地產 - 全球(間接)
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Real Est TME NR USD
基金規模
59.18百萬截至 2025-02-12
年初至今報酬率
1.49%
殖利率
0.00
晨星評等
成立日期
2006-10-31

投資策略

環球房地產基金的投資目標,是通過投資於在世界各地從事房地產業的公司之股本證券,從而尋求實現以美元計算的長期資本增值。房地產業的公司包括主要從事發展和╱或擁有收租物業的公司,以及房地產集體投資計劃(如公開掛牌的房地產單位信託、房地產投資信託和集體投資計劃)。投資者通過本基金間接投資於集體投資計劃,不僅要按比例分擔本基金的管理費,亦要間接分擔有關集體投資計劃的管理開支。本基金亦可按輔助性質,投資於優先股、可轉換為普通股之債務證券,以及其他股票掛鈎票據。

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

  • Barone Mehdi
  • 資歷 0年(2024-12-06 至今)
  • Mehdi Barone joined Morgan Stanley in 2007 and has 23 years of investment experience. M. Barone is a portfolio Manager and CEO of FundLogic SAS (part of Morgan Stanley Investment Management (MSIM)). Prior to joining, he was an absolute return and quantitative balanced fund manager at HSBC Sinopia Asset Management. In January 2013 he joined J.P. Morgan in London as Head of Fund Management within J.P. Morgan Mansart Management Limited. Mehdi returned to FundLogic as Head of Portfolio Management in January 2016 and as deputy of the French Management Company. Mehdi graduated from the Ceram (Skema Business School) with a specialization in Finance and he holds a Master's degree from the University Paris-Dauphine with a specialization in Asset Management.
  • Caro Emmanuel
  • 資歷 0年(2024-12-06 至今)
  • Emmanuel Caro joined Morgan Stanley in 2018 and has 12 years of investment experience. M. Caro is a Portfolio Manager for FundLogic SAS (part of Morgan Stanley Investment Management (MSIM)). Prior to joining, he held the position of Portfolio Manager for Gresham Asset Management (former Legal & General), he also previously worked at Rothschild & Cie and Optimum Gestion Financière; where he has managed active and passive funds and mandates for institutional clients across all asset classes using a quantitative and fundamental analysis coupled with a bottom-up and top-down approach. Emmanuel graduated from Audencia School of Management in 2012 with a Master's degree in Finance and he is a CFA Charterholder.
  • Karanci Celine
  • 資歷 0年(2024-12-06 至今)
  • Céline Karanci joined Morgan Stanley in July 2012 and has 12 years of investment experience as Portfolio Manager FundLogic SAS (part of Morgan Stanley Investment Management (MSIM)). Ms. Karanci is predominantly focused on the structuring and management of Index tracking funds: Mutual Funds and Exchange-Traded Funds (ETF) within FundLogic. She has expertise on efficient factor market and bespoke indices replication. In addition to equity and commodities underlying assets, she also has experience in managing emerging markets funds with environmental, social and governance (ESG) characteristics. She graduated from Ecole Supérieure de Gestion et de Finance- Paris, with a Master's degree in Financial Markets.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/

基金篩選

登入瀏覽我的基金

立即登入
您明瞭且知悉本站之資訊均係由第三方來源所提供,本站不保證資訊之正確性、完整性與即時性。本站資訊僅供您參考,非供您作成交易決定之用,您應自行承擔所有投資風險。詳細資訊來源,請參考使用說明