普徠仕(盧森堡)系列基金-普徠仕全球天然資源股票基金A級別(美元)

10.14美元0(0%)
2023/09/29更新
績效 / 
1月1.2%
3月7.19%
1年21%
晨星評等

基本資料

基金公司/總代理人
萬寶證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
產業股票 - 天然資源
基金家族
T. Rowe Price (Luxembourg) Management S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
S&P Global Natural Resources TR USD
基金規模
114.51百萬截至 2023-09-29
年初至今報酬率
3.47%
殖利率
0.00
晨星評等
成立日期
2007-11-05

投資策略

基金之目標主要投資於擁有或開發自然資源與其他基本商品之公司之可轉讓股權與股權有關證券之分散組合,提供長期的資本增值。

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

  • Kim Shinwoo
  • 資歷 2年(2021-06-01 至今)
  • Shinwoo Kim is the portfolio manager for the Global Natural Resources Equity Strategy, including the New Era Fund. He is the president and chairman of the fund’s Investment Advisory Committee. In addition, Shinwoo is a member of the Investment Advisory Committees of the US Large-Cap Value Equity and US Large-Cap Equity Income Strategies. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Shinwoo has been with T. Rowe Price since 2009, beginning in the U.S. Equity Division as an investment analyst covering energy. Prior to joining the firm, he served as a summer equity research analyst for MFS Investment Management, focusing on the railroad industry. He also was a senior consultant/engineer for AT&T, Inc., and a managed network operation engineer for Sprint Corp. Shinwoo earned a dual B.S., magna cum laude, in electrical engineering and computer engineering from North Carolina State University and an M.B.A. in finance from the University of Pennsylvania, The Wharton School.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.60%
最高管理費
1.60%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
萬寶證券投資顧問股份有限公司
聯絡電話
(02)6608-3998
基金顧問地址
台北市松江路87號4樓
基金顧問網址
fund.marbo.com.tw