美盛凱利美國大型公司成長基金優類股歐元配息型(A)

107.69歐元1.94(1.77%)
2021/03/03更新
績效 / 
1月3.59%
3月0.33%
1年22%
晨星評等
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基本資料

基金公司/總代理人
美盛證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
歐元
基金組別
美國大型增長型股票
基金家族
Franklin Templeton International Services S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
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基金規模
1,794.25百萬截至 2021-03-03
年初至今報酬率
0.58%
殖利率
-
晨星評等
-
成立日期
2020-02-21

投資策略

暫無投資策略資料

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

  • Vitrano Margaret
  • 資歷 8年(2012-10-09 至今)
  • Margaret co-manages the Large Cap Growth and All Cap Growth strategies. Margaret has 24 years of investment industry experience and joined a ClearBridge predecessor organization in 1997. Margaret is a member of the ClearBridge Management Committee.
    
    From 2006-2009, Margaret served on the firm's 401(k) Investment Committee, which is responsible for choosing and overseeing investments for the firm's employee retirement plan. Prior to her role at ClearBridge, Margaret was a Research Analyst for the Consumer Discretionary sector at Citigroup.
    
    Margaret earned her MBA from the Wharton School of the University of Pennsylvania and a BA in Public Policy Studies and Art History from Duke University.
  • Bourbeau Peter
  • 資歷 14年(2007-04-20 至今)
  • Peter co-manages the Large Cap Growth and All Cap Growth strategy products. Peter joined predecessor firm Shearson Asset Management in 1991, and has 29 years of investment industry experience.
    
    During his career, Peter has worked in trading, fund management, research, and investment marketing. A graduate of the University of Florida, Peter obtained his MBA from Fordham University.

基金費用

最低認購金額
15,000,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
-
遞延費
-
最高遞延費
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聯絡資訊

基金投資顧問
美盛證券投資顧問股份有限公司
聯絡電話
(02)8722-1666
基金顧問地址
台北市110信義路五段7號台北101大樓55樓之一
基金顧問網址
www.leggmason.tw