荷寶歐洲低波動股票 D 歐元停止銷售

197.80歐元0.94(0.48%)
2021/03/11更新
績效 / 
1月0.45%
3月5.13%
1年25.46%
晨星評等

基本資料

基金公司/總代理人
野村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
歐洲大型均衡型股票
基金家族
Robeco Luxembourg SA
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe NR EUR
基金規模
934.89百萬截至 2021-03-11
年初至今報酬率
2.81%
殖利率
0.00
晨星評等
成立日期
2008-01-25

投資策略

本基金主要投資於股價波動較歐洲股票平均為低的歐洲市場之公司所發行之股票。

本子基金將以最少三分之二的總資產投資於註冊辦事處設於歐洲,或在該等歐洲進行其主要經濟活動之公司的股票。本基金採保守立場專注投資於低波動之股票,以達長期資本增值之目標。

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

  • Xu Yaowei
  • 資歷 3年(2018-03-01 至今)
  • Klep Arnoud
  • 資歷 5年(2016-01-01 至今)
  • Mr. Klep joined Robeco Institutional Asset Management B.V. in 2001 and serves as a Portfolio Manager within the Conservative Equities Team. His responsibility is RIAM BV’s low-volatility strategy ‘conservative equities’. One of his areas of expertise is sustainability integration within quantitative equities. Previously Mr. Klep was Head of Structured Investments with RIAM BV, managing various quantitative investment strategies. Mr. Klep began his investment career in the RIAM BV Quantitative Research department in 2001.
  • Mosselaar Jan Sytze
  • 資歷 7年(2014-07-01 至今)
  • Mr. Mosselaar joined Robeco Institutional Asset Management B.V. in 2004 and is a Portfolio Manager within the Conservative Equities Team. His responsibility is RIAM BV’s low-volatility strategy ‘conservative equities’. He started his investment career in 2004 at RIAM BV and worked for 10 years as a Senior Portfolio Manager in the RIAM BV Asset Allocation department, managing multi-asset allocation funds, quant allocation funds and fiduciary pension mandates. He was also part of RIAM BV’s Asset Allocation Committee.

基金費用

最低認購金額
1Shares
申購手續費
-
保管費
-
分銷費
-
管理費
1.00%
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
野村證券投資信託股份有限公司
聯絡電話
(02)8758-1568
基金顧問地址
台北市信義路五段7號30樓
基金顧問網址
www.nomurafunds.com.tw