安本基金 - 環球永續股票基金 I 累積 美元

21.64美元0.05(0.24%)
2026/01/16更新
績效 / 
1月3.03%
3月3.78%
1年11.87%
晨星評等
-

基本資料

基金公司/總代理人
宏利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
環球大型增長型股票
基金家族
abrdn Investments Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Growth TME NR USD
基金規模
167.29百萬截至 2026-01-14
年初至今報酬率
2.26%
殖利率
0.00
晨星評等
-
成立日期
2007-10-03

投資策略

通過將該基金至少90%的資產投資於在全球證券交易所(包括新興市場)上市的股票及股票相關證券,以獲取長期總回報。

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

  • Cruickshank Kurt
  • 資歷 1年(2024-09-01 至今)
  • Kurt Cruickshank is a Senior Investment Director at Aberdeen and sits on the Global & International Equity portfolio construction group. Kurt joined the company in September 2008 as a graduate on the Pan European Equity team. He spent a decade as generalist research analyst, later specialising in Industrials research. From 2015 to 2023, Kurt was focused on running European equity portfolios, before adding responsibility for International equity mandates in early 2023. In September 2024, Kurt joined the new Global Equity & International Equity portfolio construction group, which brings together Aberdeen's quality and sustainable strategies across Global and International equities. Kurt graduated with an MA in Economics and Law from the University of Edinburgh and is a CFA Charterholder.
  • Ivory Roseanna
  • 資歷 1年(2024-09-01 至今)
  • Roseanna Ivory is an Investment Director at Aberdeen and portfolio manager of the Global, International and European Sustainable equity funds. She leads on consumer staples sector research in the Developed Markets Sector Research team. Roseanna joined the company in January 2015 as a graduate. Roseanna graduated with an MA (Hons) in History from Peterhouse, Cambridge University and is a CFA Charterholder.
  • Mills O'Brien Jamie
  • 資歷 3年(2023-03-31 至今)
  • Jamie Mills O’Brien is an Investment Director in the Developed Markets Equities Team at abrdn and is co-manager on the Global and US Sustainable equity funds and the Global Innovation fund. Jamie is also the global sector research lead for Technology. Jamie joined the company on the graduate scheme in 2015 after completing an internship. Jamie holds an MA in History from the University of St Andrews and is a CFA Charterholder. Jamie holds an MA in History from the University of St Andrews, and gained a distinction from BPP in the Graduate Diploma in Law and Legal Practice Course.

基金費用

最低認購金額
1,000,000美元
申購手續費
-
保管費
-
分銷費
1.00%
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
宏利證券投資信託股份有限公司
聯絡電話
(02)2757-5999
基金顧問地址
台北市松仁路89號9樓
基金顧問網址
www.manulife-asset.com.tw