GAM多元股票基金系列-精品股票(美元)

279.98美元2.23(0.8%)
2024/02/23更新
績效 / 
1月13.52%
3月9.56%
1年4.94%
晨星評等

基本資料

基金公司/總代理人
台中銀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
GAM (Luxembourg) SA
公開說明書基準指數
-
晨星組別基準指數
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
基金規模
462.49百萬截至 2024-02-23
年初至今報酬率
6.66%
殖利率
0.00
晨星評等
成立日期
2008-01-31

投資策略

本子基金之投資目標,即以至少三分之二的基金資產,投資於精選之股份以及其他公司股票組合,藉此實現長期資本增長,投資標的公司必須擁有已建立之品牌並在精品貨物部門提供商品和服務,或其公司主要業務係擁有此種公司之股權或對此種公司挹注資金,且投資標的公司之登記事務所所在地或其主要部分業務活動係位於經認可之國家。

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

  • Gallagher Nial
  • 資歷 0年(2023-10-09 至今)
  • Niall Gallagher, Investment Director, is responsible for the management of European Equity funds. Prior to joining GAM Investments in November 2009, he worked as a portfolio manager managing Continental and pan-European equities at T. Rowe Price for two years. Before that, he was at BlackRock for nine years managing both Continental and pan-European equity strategies. He began his career as an economist at the Bank of England. Niall holds a BA in Economics from Manchester Metropolitan University, an MSc in Economics and Finance from Warwick University, and is a CFA charterholder. He is based in London.
  • Legg Chris
  • 資歷 0年(2023-10-09 至今)
  • Chris Legg, Investment Manager, is a member of the European Equity team, responsible for industrials, autos and resources sector research. Prior to joining GAM Investments in May 2017, he was an analyst at AC Limited (Dubai), PIMCO (London), Nevsky Capital (London) and Credit Suisse (London). He began his career at PriceWaterhouseCoopers where he received the ACA qualification. Chris holds an MSci (Hons) in Mathematics from Bristol University. He is based in London.
  • Sellers Christopher
  • 資歷 0年(2023-10-09 至今)
  • Christopher Sellers, Investment Manager, is a member of the European Equity team, responsible for TMT, utilities, infrastructure, real estate and diversified financials research. Prior to joining GAM Investments in May 2014, he was a member of Morgan Stanley’s Equity Research department. He began his career there in 2010 as an analyst. Christopher holds a BA in Classics from the University of Oxford. He is based in London.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
0.75%
管理費
1.60%
最高管理費
1.60%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
台中銀證券投資信託股份有限公司
聯絡電話
(02)2351-1707
基金顧問地址
台北市新生南路一段50號4樓
基金顧問網址
https://www.tcbsitc.com.tw/