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股市VIP 富達基金－永續發展全球健康護理基金 (Y股累計歐元)
53.03歐元0.49(0.93%)
2023/06/01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
歐元
基金組別
產業股票 - 健康護理
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
MSCI World/Health Care NR USD
基金規模
1,607.88百萬截至 2023-05-31
年初至今報酬率
0.11%
殖利率
0.00
晨星評等
成立日期
2008-03-25
投資策略
건강, 의약품 또는 생명공학 에 사용되거나 이와 관련된 상품 및 서비스의 의장, 제 조 또는 판매를 영위하는 전세계 도처 기업의 주식형 증권에 우선적으로 투자함 으로써 투자자들에게 장기 적인 자본성장을 제공하는것을 투자목적으로 함.
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 6年(2017-10-01 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歐元
申購手續費
-
保管費
-
分銷費
-
管理費
0.80%
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