GAM Star歐洲股票基金-A USD

12.33美元0.18(1.44%)
2025/06/13更新
績效 / 
1月3.35%
3月7.5%
1年8.12%
晨星評等
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基本資料

基金公司/總代理人
台中銀證券投資信託股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
歐洲大型增長型股票
基金家族
GAM Fund Management Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar Dev Europe Grt TME NR EUR
基金規模
431.16百萬截至 2025-06-13
年初至今報酬率
15.88%
殖利率
0.96
晨星評等
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成立日期
2021-05-04

投資策略

GAM Star歐洲股票基金之投資目標為透過集中投資於主要辦事處在歐洲,包括奧地利、比利時、丹麥、芬蘭、法國、德國、希臘、冰島、愛爾蘭、意大利、盧森堡、荷蘭、挪威、葡萄牙、俄羅斯、西班牙、瑞典、瑞士、土耳其及英國之公司所發行之有價股本證券,以逹致長期資本增值。

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

  • Ross James(Jamie)
  • 資歷 0年(2025-05-15 至今)
  • Jamie Ross is a Fund Manager of European equities at Janus Henderson Investors, a position he has held since 2016. He was appointed as a joint Fund Manager for a European investment trust in 2018. He is also a Fund Manager on the International Opportunities strategy. Prior to this, he was a fund manager on the UK Equities Team, where he co-managed a UK equities pooled fund. Before that, he was an assistant fund manager on the Pan European Equities Team. He started his career with Henderson in 2007. 
    
    Jamie graduated with a BA degree (Hons) in economics from Durham University. He holds the Chartered Financial Analyst designation and has more than years of financial industry experience.
  • O'Hara Tom
  • 資歷 0年(2025-05-15 至今)
  • Tom O’Hara is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2020. Before joining the firm as a research analyst in 2018, Tom was an equity research analyst specialising in metals and mining with Exane BNP Paribas from 2016. He held similar mining and steel sector positions with Redburn (Europe) Limited from 2013 and with Citigroup Global Markets from 2010. Before Citigroup, Tom was a metals analyst with Metal Bulletin Research from 2008. He began his career in 2006 in the treasury of Northern Rock plc. Tom received his BA degree (Hons) in economics from Newcastle University. He has 18 years of financial industry experience.
  • Barker David
  • 資歷 0年(2025-05-15 至今)

基金費用

最低認購金額
10,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
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
台中銀證券投資信託股份有限公司
聯絡電話
(02)2351-1707
基金顧問地址
台北市新生南路一段50號4樓
基金顧問網址
https://www.tcbsitc.com.tw/