瀚亞投資-印尼股票基金A(美元)

15.20美元0.12(0.8%)
2022/12/02更新
績效 / 
1月3.85%
3月0.11%
1年6.96%
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
印尼股票
基金家族
Eastspring Investments (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI Indonesia NR IDR
基金規模
94.91百萬截至 2022-12-02
年初至今報酬率
7.31%
殖利率
0.00
晨星評等
成立日期
2007-07-02

投資策略

該子基金的目標是透過主要投資於在印尼註冊成立、上市或經營主要業務的公司的股票和股票相關證券以達致最高的長遠總回報。該子基金亦可投資於預託證券(包括美國預託證券(ADR)及全球預託證券(GDR))、可轉換為普通股的債務證券、優先股及認股權證。

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

  • Tsai John
  • 資歷 1年(2021-12-01 至今)
  • John Tsai leads Eastspring Investments' Growth Equities team, comprising the ASEAN Growth, Greater China Growth, India Growth, and Asia Growth focus teams. He has held this position since June 2020. John is the Portfolio Manager for the Asia Growth, Singapore ASEAN, Philippines, and Indonesian equity strategies.
    
    With over 26 years of investment experience, John joined Eastspring Investments in 2016 as the Team Leader of the Greater China Equity team and Portfolio Manager for the China, Greater China, and Hong Kong equity strategies.
    Prior to joining Eastspring, John spent 15 years at MFS Investment Management as a Portfolio Manager and Equity Research Analyst in the firm's Boston, Tokyo, and Singapore offices. He has also worked at Indosuez WI Carr Securities in Taiwan.
    
    John holds a Bachelor of Commerce degree from McGill University and is also a graduate of the University of Pennsylvania's Lauder Institute with a Master of Business Administration degree from the Wharton School and a Master of Arts degree from the School of Arts and Sciences.
  • Yeong Bryan
  • 資歷 2年(2020-07-31 至今)
  • Bryan Yeong joined Eastspring Investments in July 2012. Bryan is a member of the ASEAN Equity focus team and the Lead Portfolio Manager for the Thailand Equity strategy, as well as the co-Manager for the Singapore-ASEAN strategy. Bryan is a CFA charterholder and holds a Bachelor’s degree in Business from the Nanyang Technological University, Singapore.

基金費用

最低認購金額
500美元
申購手續費
-
保管費
-
分銷費
-
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
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