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股市VIP 富達基金－永續發展美國股票基金 (Y股累計美元)
29.66美元0.03(0.1%)
2023/05/29更新
基本資料
基金公司/總代理人
富達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
美國大型均衡型股票
基金家族
Fidelity (FIL Inv Mgmt (Lux) S.A.)
公開說明書基準指數
-
晨星組別基準指數
Russell 1000 TR USD
基金規模
148.15百萬截至 2023-05-26
年初至今報酬率
11.00%
殖利率
0.00
晨星評等
-
成立日期
2008-03-17
投資策略
"본 펀드는 미국의 중소기업 및 대기업 주식에 주로 투자하며, 장기자본이익을 추구하는 펀드입니다. 여러 업종과 시가총액에 걸쳐 미국 주식시장의 주요부문에 분산투자하며 투자매니저는 주로 종목선정을 통해서 부가가치를창출하기 위해 노력합니다."
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
- Gold Alex
- 資歷 2年(2021-10-26 至今)
Alex joined Fidelity as an analyst in September 2010 after having completed his ACA accountancy qualification at PricewaterhouseCoopers (PwC). He covered a variety of sectors including energy, medical technology and European large cap banks. He was promoted to a portfolio manager in July 2017 and took over management of the Global Healthcare Fund in October 2017, a move which was as a result of his strong performance metrics among the analyst group.
基金費用
最低認購金額
2,500美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.80%
遞延費
-
最高遞延費
-
聯絡資訊
基金投資顧問
富達證券投資信託股份有限公司
聯絡電話
(02)2730-2200
基金顧問地址
台北市信義區忠孝東路五段68號11樓
基金顧問網址
www.fidelity.com.tw