貝萊德美國增長型基金 D2 美元

48.16美元0.34(0.7%)
2024/05/17更新
績效 / 
1月3.28%
3月4.42%
1年41.9%
晨星評等
-

基本資料

基金公司/總代理人
貝萊德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
美國大型增長型股票
基金家族
BlackRock (Luxembourg) SA
公開說明書基準指數
-
晨星組別基準指數
Morningstar US LM Brd Growth NR USD
基金規模
465.57百萬截至 2024-05-16
年初至今報酬率
13.72%
殖利率
0.00
晨星評等
-
成立日期
2008-01-31

投資策略

以盡量提高總回報為目標,並以貫徹環境、社會及管治(「ESG」)投資原則的方式進行投資。基金將其至少70%的總資產投資於在美國註冊或從事大部份經濟活動的公司的股本證券。基金側重於投資顧問認為具有增長投資特性的公司,例如盈利或銷售額增長率高於平均水平及資本回報率較高或正在增長等。

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

  • Ruvinsky Phil
  • 資歷 4年(2020-02-01 至今)
  • Director of BlackRock, Inc. since 2013; Sector Head and Research Analyst at Surview Capital LLC from 2010 to 2013; Various positions, including Portfolio Manager and Investment Analyst, at UBS Global Asset Management from 2002 to 2010.
  • Kemp Lawrence
  • 資歷 11年(2013-01-01 至今)
  • Lawrence Kemp, CFA, Managing Director and portfolio manager, is head of BlackRock's Fundamental Large Cap Growth team. He is a member of the Fundamental Equity platform within the Fundamental Equity division of BlackRock's Alpha Strategies Group.
    
    Prior to joining BlackRock, Mr. Kemp was at UBS Global Asset Management, where he managed the Laudus Growth Investors US Large Cap Select Growth Fund (LGILX), as well as both diversified and concentrated US large cap growth institutional equity portfolios against the Russell 1000 Growth and S&P 500 indexes. Mr. Kemp joined the Growth Equity team at UBS Global Asset Management in 2001, but his tenure with the firm dated back to 1992. He held various roles including chief investment strategist, co-head of fixed income and global head of high yield research.
    
    Mr. Kemp holds a BA from Stanford University and an MBA from the University of Chicago.
    Mr. Kim has an MBA from Columbia, and a BS in Industrial Engineering from the University of Illinois.

基金費用

最低認購金額
100,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
-
最高管理費
0.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
貝萊德證券投資信託股份有限公司
聯絡電話
(02)2326-1600
基金顧問地址
台北市大安區敦化南路二段95號28樓
基金顧問網址
www.blackrock.com.tw