貝萊德美國靈活股票基金 D2 美元

80.38美元0.99(1.25%)
2024/12/27更新
績效 / 
1月1.44%
3月2.58%
1年17.93%
晨星評等
-

基本資料

基金公司/總代理人
貝萊德證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
美國大型均衡型股票
基金家族
BlackRock (Luxembourg) SA
公開說明書基準指數
-
晨星組別基準指數
Morningstar US Large-Mid NR USD
基金規模
1,627.93百萬截至 2024-12-27
年初至今報酬率
17.50%
殖利率
0.00
晨星評等
-
成立日期
2006-05-19

投資策略

以盡量提高總回報為目標,並以貫徹環境、社會及管治(「ESG」)投資原則的方式進行投資。基金將其至少70%的總資產投資於在美國註冊或從事大部份經濟活動的公司的股本證券。基金通常會投資於投資顧問認為具有增長價值投資特性的證券,並會視乎市場前景側重投資於其中一類證券。基金的總資產將按照下文所述的ESG政策進行投資。基金可運用衍生工具作投資用途及進行有效投資組合管理。

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

  • Console Saverio
  • 資歷 0年(2024-11-07 至今)
  • Saverio (Sam) Console, Director and analyst, is a member of the Fundamental US Large Cap Growth Equity team within the Fundamental Active Equity business of BlackRock's Active Equity Group. Mr. Console is Director of Research for the US Growth Team.
    
    Prior to joining Blackrock in 2014, Mr. Console worked for Rainier Investment Management where he was a Principal and served as a Portfolio Manager for the US Large Cap Growth and US Large Cap Core strategies. Prior to Rainier, Mr. Console served as Portfolio Manager and a Senior Equity Analyst at UBS for 15 years for the US Large Cap Growth and US Large Cap Diversified Growth Strategies.
  • Du Sally
  • 資歷 0年(2024-11-07 至今)
  • Sally Du, CFA, Director, is a co-portfolio manager for the BlackRock Fundamental US Equity Fund and the BGF US Sustainable Equity Fund. Sally also leads the Quantitative Alpha Research Group (QarG) in US Income & Value Strategies and embeds alternatives datasets into investment decision-making as Data Lead.
    Ms. Du holds a Master of Science degree in Operations Research from Columbia University's School of Engineering, and a Bachelor's degree with honors from the Department of Mathematics at the University of California, Berkeley in 2006.
  • Kanan Ibrahim
  • 資歷 0年(2024-11-07 至今)
  • Ibrahim Kanan is a member of the Fundamental Equity division of BlackRock's Portfolio Management Group. He is a co-Portfolio Manager for the BlackRock Fundamental US Equity Fund, Large Cap Concentrated Value portfolio and the BGF US Sustainable Equity Fund as well as a senior research analyst for the US Income & Value team.
    
    Prior to joining BlackRock in 2014, Mr. Kanan was an investment professional at private-equity firm Global Infrastructure Partners where he was responsible for new and existing investments within the midstream oil & gas, power and infrastructure sectors. He started his career in the Investment Banking division of Goldman Sachs in New York.
    
    Mr. Kanan earned a BS degree in Mechanical Engineering from MIT and an MBA degree from Harvard Business School.

基金費用

最低認購金額
100,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
-
最高管理費
0.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
貝萊德證券投資信託股份有限公司
聯絡電話
(02)2326-1600
基金顧問地址
台北市大安區敦化南路二段95號28樓
基金顧問網址
www.blackrock.com.tw

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