景順亞洲富強基金A-半年配息股 美元

24.3美元0.29(1.21%)
2021/03/01更新
績效 / 
1月1.29%
3月15%
1年50.32%
晨星評等

基本資料

基金公司/總代理人
景順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
產業股票 - 消費品及服務
基金家族
Invesco Management S.A.
公開說明書基準指數
MSCI AC Asia Ex Japan NR USD
晨星組別基準指數
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
基金規模
1,143.87百萬截至 2021-03-01
年初至今報酬率
10.56%
殖利率
0.08
晨星評等
成立日期
2008-03-25

投資策略

本基金的目標,是透過將最少70%的總資產(經扣除附屬

流動資產後)投資於預計可受惠於亞洲國家(不包括日

本)內部消費增長或與內部消費增長有關連的亞洲公司的

股本證券,以達致長期資本增值。「亞洲公司」現指:

(i) 註冊辦事處設於亞洲國家的公司;(ii) 設於或位

於亞洲以外國家但其業務絕大部份在亞洲經營的公司;或

(iii) 控股公司,其權益乃絕大部份投資於註冊辦事處設

於亞洲國家的公司的股票。

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

  • Shiao Mike
  • 資歷 2年(2018-08-31 至今)
  • Mike Shiao has 25 years of investment experience. He joined Invesco in 2002. In April 2015, he became Chief Investment Officer, Greater China, leading the Greater China equities team. Mike was appointed as Chief Investment Officer, Asia ex Japan, in April 2016. He was previously Head of Equities for Invesco Taiwan Ltd. He moved to Invesco Hong Kong Ltd to expand his coverage to Greater China markets in 2006. Mike started his investment career in 1992 at Grand Regent Investment Ltd., where he worked for six years as a project manager supervising venture capital investments in Taiwan and China. In 1997, he joined Overseas Credit and Securities Inc. as a senior analyst covering Taiwan technology sector. Mike also worked at Taiwan International Investment Management Co., as a fund manager and was responsible for technology sector research. Mike holds a Bachelor’s degree from National Chung Hsing University, Taiwan and a Master of Science degree in Finance from Drexel University, Philadelphia.
  • Sambhshivan Shekhar
  • 資歷 6年(2015-03-31 至今)
  • Shekhar joined INVESCO HK in 2006 as Investment Director specializing in the Indian market and as the manager of the INVESCO GT India Fund. He was Chief Investment Officer at SBI Life Insurance 2001-2006. He was responsible for life insurance, pension funds. Was a fund manager at ING Investment Management, and at IDBI Investment Management Company too. He was a manager at Imperial Corporate Finance & Services PVT. He holds a BSc from the University of Mumbai.
  • Yuen William
  • 資歷 13年(2008-03-25 至今)
  • William Yuen joined Invesco in June 2004 as a Fund Manager and was promoted to Associate Director in February 2010. William is the lead manager of the Invesco Asian Consumer Demand Fund. He is also the market specialist covering ASEAN. William covered Asia ex Japan markets at Merrill Lynch Investment Managers from October 1999 to June 2004. Prior to that, he was a research analyst at RCP & Partners, a Hong Kong based consulting firm. William is a holder of the Chartered Financial Analyst designation. He has a Master of Commerce degree and a Bachelor of Economics degree from the University of Sydney, Australia.

基金費用

最低認購金額
2,000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
景順證券投資信託股份有限公司
聯絡電話
(02)8729-9999
基金顧問地址
台北市信義區松智路1號22樓
基金顧問網址
www.invesco.com.tw

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