施羅德環球基金系列-環球小型公司(歐元)A1-累積

227.39歐元0.86(0.38%)
2021/05/12更新
績效 / 
1月1.69%
3月2.01%
1年39.33%
晨星評等

基本資料

基金公司/總代理人
施羅德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
全球中小型股票
基金家族
Schroder Investment Management (Europe) S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI World Small Cap NR USD
基金規模
231.04百萬截至 2021-05-11
年初至今報酬率
13.51%
殖利率
0.00
晨星評等
成立日期
2007-01-12

投資策略

基金主要透過投資於全球各地小型公司的股本證券,以提供資本增值。小型公司為購入時其市值是當地市場中市值最小的30% 之公司。

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

  • Biermann Luke
  • 資歷 0年(2021-03-31 至今)
  • Luke Biermann is a Fund Manager at Schroders, with responsibility for managing the Schroder European Smaller Companies Fund. He joined Schroders in 2006 and is based in London.
    
    Luke was an Analyst at Schroders from 2006 to 2011, specialising in UK and continental European smaller companies within Schroders Pan European Small and Mid Cap team.
    
    Qualifications: CFA Charterholder; BSc in Computer Science from Bath University
  • Kaynor Robert
  • 資歷 0年(2021-03-31 至今)
  • Bob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Director/Portfolio Manager at Ramius Capital Group from 2003 to 2010, which involved co-managing a hedged equity product with a goal of generating non-correlated positive returns whilst managing risk. He was a Partner/Analyst at Barbary Coast Capital Management from 2000 to 2003, which involved co-managing a long/short equity hedge fund focused on small and mid cap equities. He was a Analyst/Assistant Portfolio Manager at RCM Capital Management from 1994 to 2000, which involved working exclusively on a domestic long only small cap product recommending and covering equities. Qualifications: CFA Charterholder; BSc in Economics with Financial Applications from Southern Methodist University.

基金費用

最低認購金額
1,000歐元
申購手續費
-
保管費
-
分銷費
0.50%
管理費
1.50%
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
施羅德證券投資信託股份有限公司
聯絡電話
(02)2722-1868
基金顧問地址
台北市信義路5段108號9樓
基金顧問網址
www.schroders.com.tw