安聯歐陸成長基金-IT累積類股(歐元)

3013.40歐元35.2(1.16%)
2025/04/22更新
績效 / 
1月9.23%
3月10.6%
1年10.6%
晨星評等

基本資料

基金公司/總代理人
安聯證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
歐元區大型股票
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
-
晨星組別基準指數
Morningstar Dev Ezn TME NR EUR
基金規模
287.48百萬截至 2025-04-22
年初至今報酬率
4.40%
殖利率
0.00
晨星評等
成立日期
2006-10-04

投資策略

投資於歐元區股票市場,並專注於增長股,以達致長期資本增值,同時採用可持續發展關鍵績效指標策略(相對)(「關鍵績效指標策略(相對)」),以達致可持續發展關鍵績效指標。

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

  • Orthen Thomas
  • 資歷 0年(2025-03-28 至今)
  • Thomas Orthen is the lead portfolio manager for Fondak, one of Allianz Global Investors' flagship German equity funds, and for Allianz Vermögensbildung Deutschland. He has over 15 years of investment-industry experience and has been a member of the dedicated German equities team since its formation in 2017. Previously, he was portfolio manager in the equity team for Europe's emerging markets and has been responsible for equity selection for Russian equities since 2010. Thomas joined Allianz Global Investors in 2005 as part of the graduate trainee program. After the graduate program, his portfolio manager career began in the global emerging markets team with a focus on stock selection in South Africa, Africa and Brazil.
    
    Thomas holds a BA in International Business from the University of Plymouth and a Diplom-Betriebswirt (FH) degree from the University of Applied Sciences in Dortmund. He is also a CFA charterholder.
  • TAO Yingying
  • 資歷 0年(2025-03-28 至今)
  • Hildebrand Andreas
  • 資歷 8年(2017-06-01 至今)
  • Andreas Hildebrand is a Portfolio Manager and Director with Allianz Global Investors, which he joined in 2007. He is Lead Portfolio Manager for the Euroland Equity Growth strategy, Deputy Portfolio Manager for the Europe Equity Growth Select strategy, and became Co-Deputy Portfolio Manager of the Global Equity Growth strategy in 2020. Andreas previously worked in the firm’s Equity Research department, covering European Healthcare. He has 12 years of investment industry experience. Andreas has a Master’s degree in Economics from Ludwig Maximilians University, Munich, with additional studies at University Libre de Bruxelles and Solvay Business School. He is a CFA charterholder.

基金費用

最低認購金額
15,000,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
0.95%
最高管理費
0.95%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw