瑞萬通博基金-新興市場股票基金I(美元)

235.36美元3.09(1.3%)
2021/07/30更新
績效 / 
1月6.46%
3月6.89%
1年13.84%
晨星評等

基本資料

基金公司/總代理人
瀚亞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
全球新興市場股票
基金家族
Vontobel Asset Management S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI EM NR USD
基金規模
3,001.34百萬截至 2021-07-29
年初至今報酬率
2.79%
殖利率
0.00
晨星評等
成立日期
2007-03-30

投資策略

本子基金目標為達成以美元計價之最高可能資本成長。

於考慮風險分散原則的同時,子基金資產得投資於設址於新興市場之公司及/或核心業務於新興市場之公司所發行之股票、股票型可轉讓有價證券、參與憑證等等。本子基金下所稱之新興市場係指,由世界銀行、國際金融公司、聯合國或處於開發中或新興國家狀態之各該國家政府所認定的所有國家之市場。

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

  • Zhang Jin
  • 資歷 5年(2016-06-01 至今)
  • Mr. Jin Zhang, Executive Director, Portfolio Manager, Senior Research Analyst
    Mr. Zhang joined Vontobel Asset Management in November 2005 as a senior research analyst and was promoted to deputy portfolio manager of the firm’s Emerging Markets Equity Strategy in June 2016. In additional to his portfolio management responsibilities Mr. Zhang maintains his research responsibilities focusing on the consumer staples and financial sectors. Mr. Zhang began his financial career in 2000 as an equity analyst at Lehman Brothers. Previously, Mr. Zhang worked in the finance department of General Electric (China) where he graduated from the Financial Management Program in 1998. Mr. Zhang received an M.B.A. in financial management from the MIT Sloan School of Management and a B.A. in economics from Beijing University. Jin Zhang is a CFA® charterholder.
  • Bandsma Brian
  • 資歷 5年(2016-06-01 至今)
  • Mr. Brian Bandsma, Executive Director, Portfolio Manager, Senior Research Analyst 
    Mr. Bandsma joined Vontobel Asset Management, Inc., in November 2002 as a senior research analyst. Mr. Bandsma focuses on researching companies in the Information Technology, Financial, Telecom Services and Consumer Discretionary sectors. In 2013, in addition to his research responsibilities he was promoted to deputy portfolio manager of the Vontobel Far East Equity Strategy and became the lead portfolio manager of the strategy in 2016 while also becoming deputy portfolio manager on the firm’s Emerging Markets Equity Strategy. In addition to his portfolio management duties, Mr. Bandsma continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies. This is consistent with the investment team structure at Vontobel. Prior to joining Vontobel, Mr. Bandsma began his financial career in 1998 at Sanford C. Bernstein & Co where he was a senior associate and analyst until 2002. He received an M.B.A. in finance and accounting from NYU Stern School of Business and a B.A. in finance from Grand Valley State University.
  • Benkendorf Matthew
  • 資歷 5年(2016-03-07 至今)
  • Mr. Benkendorf ,Managing Director,Chief Investment Officer,Portfolio Manager, Senior Research Analyst - Mr. Benkendorf joined Vontobel Asset Management, Inc. in October 1999 in trade support. After being promoted to trader in 2000, Mr. Benkendorf became a research analyst in 2002 and moved into portfolio management in 2006 as deputy portfolio manager of Vontobel’s European Equity Strategy.Mr. Benkendorf has held various positions with Vontobel, including Deputy Portfolio Manager from 2013 to 2016, Executive Director from 2012 to 2013;Director from 2009 to 2012;Vice President from 2007 to 2009.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.83%
最高管理費
0.83%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瀚亞證券投資信託股份有限公司
聯絡電話
(02)87586699
基金顧問地址
台北市信義區松智路1 號4 樓
基金顧問網址
www.eastspring.com.tw