美盛凱利美國大型公司成長基金A類股歐元累積型

基本資料

投資策略

本基金尋求賺取長期資本增值。

本基金將其資產淨值至少70%，集中投資於由大市值美國公司發行，並在受監管市場上市或買賣的股本證 券。本基金的核心持有將為大市值美國公司，該等公司在彼等各自的行業中舉足輕重，業務範圍遍及全球，並且往 績悠久。

基金經理人

• Vitrano Margaret
• 資歷 10年(2012-10-09 至今)

• Margaret co-manages the Large Cap Growth and All Cap Growth strategies. Margaret has 24 years of investment industry experience and joined a ClearBridge predecessor organization in 1997. Margaret is a member of the ClearBridge Management Committee.
  
  From 2006-2009, Margaret served on the firm's 401(k) Investment Committee, which is responsible for choosing and overseeing investments for the firm's employee retirement plan. Prior to her role at ClearBridge, Margaret was a Research Analyst for the Consumer Discretionary sector at Citigroup.
  
  Margaret earned her MBA from the Wharton School of the University of Pennsylvania and a BA in Public Policy Studies and Art History from Duke University.

• Bourbeau Peter
• 資歷 15年(2007-04-20 至今)

• Peter Bourbeau is a managing director and portfolio manager of ClearBridge and has 31 years of investment industry experience. He joined the firm or its predecessor in 1991. Previously, Bourbeau was a director of Citigroup Global Markets Inc. (CGMI) and served as a portfolio manager at Smith Barney Asset Management (SBAM). A graduate of the University of Florida, Bourbeau obtained his MBA from Fordham University. Bourbeau has served as a portfolio manager for the Fund since its inception in November 2018.

基金費用

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