安聯全球高成長科技基金-A配息類股(美元)

75.85美元1.13(1.52%)
2026/01/22更新
績效 / 
1月1.48%
3月0.31%
1年19.26%
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
美元
基金組別
行業股票 - 科技
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 Gbl Tech NR USD
基金規模
631.59百萬截至 2026-01-20
年初至今報酬率
0.27%
殖利率
1.46
晨星評等
成立日期
2008-10-03

投資策略

投資於環球股票市場,並專注於資訊科技範疇或屬此範疇其中一環的行業,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(絕對)(「關鍵績效指標策略(絕對)」),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

  • George Sunil
  • 資歷 1年(2024-10-18 至今)
  • Reynolds Bradley
  • 資歷 1年(2024-10-18 至今)
  • Gleeson Jeremy
  • 資歷 1年(2024-10-18 至今)
  • Jeremy Gleeson spent over 17 years at AXA Investment Managers (AXA IM) and most recently was Lead PM of the AXA Global Technology Fund. In 2017 he was named winner of the Tech Fund Manager of the Year Award at the UK Tech Awards. Previously he was named winner of the Investment Week Tech & Telecoms Fund Manager of the Year Award for 2011 and 2012. Previously, he was a senior portfolio manager at Close Investments (formerly Reabourne Technology), a subsidiary of Close Brothers Group PLC, from 2003 to 2007, having been a portfolio manager for the previous three years and an assistant portfolio manager from 1997 to 2000 with Reabourne Technology. During his time at Close Investments / Reabourne, Jeremy was the lead fund manager on several technology funds and won the FTSE techMARK Technology Fund Manager of the Year award in 2003 and 2005. Jeremy holds a BSc (Hons) in Mathematics (1st class) and an MSc. in Systems Engineering from Cardiff University (1992 - 1996). He is also a CFA charter holder.

基金費用

最低認購金額
50,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
2.05%
最高管理費
2.05%
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