瑞銀 (盧森堡) 全球新興市場精選股票基金 (美元) I-A1-累積

201.71美元2.33(1.17%)
2021/10/14更新
績效 / 
1月0.93%
3月3.95%
1年11.76%
晨星評等

基本資料

基金公司/總代理人
瑞銀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
全球新興市場股票
基金家族
UBS Fund Management (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI EM NR USD
基金規模
1,720.70百萬截至 2021-10-14
年初至今報酬率
4.33%
殖利率
0.00
晨星評等
成立日期
2009-09-11

投資策略

瑞銀 (盧森堡) 新興市場成長股票基金係一遵循風險分散原則規定,主要投資至少資產之三分之二於設立在新興市場的公司或是持有設立於新興市場的公司主要股份的公司、或主要營運活動在新興市場的公司的證券以及證券工具的證券子基金上。 其投資程序係基於「成長風格」策略而進行。 換句話說,此點表示主要投資係投資在可以展現高於平均的利潤成長潛力的公司。 於公司章程、投資策略與指導方針允許的範圍內,子基金亦得將其資產投資在其他證券上。

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

  • Wong Geoffrey
  • 資歷 6年(2016-03-11 至今)
  • Geoffrey Wong is Head of Global Emerging Markets and Asia Pacific Equities and a Managing Director at UBS Asset Management. Mr. Wong has been an investment professional with UBS Asset Management since 1997.
  • Chatterjee Projit
  • 資歷 6年(2016-03-11 至今)
  • Projit Chatterjee is a Senior Equity Specialist within the Global Emerging Markets and Asia Pacific Equities team at UBS Asset Management, based in Singapore. He is also a member of the Global Emerging Markets Strategy Committee and co-manager of the GEM High Dividend funds. Projit has primary responsibility for overall product positioning and development of Emerging Markets and Asian Equity strategies, as well as marketing and communication of these strategies to existing and prospective clients globally. Projit joined UBS in 1997 as a Corporate Finance Analyst with UBS Investment Bank in Mumbai, India. In 1999, he moved to UBS Asset Management in Zurich to work in Strategic Projects, International Fund Marketing. In Zurich, Projit held various roles in the areas of strategic business development, business management and investment solutions. He also led an acquisition project in the Indian market. Before joining UBS, Projit worked as a money market and foreign exchange dealer in the treasury of MashreqBank, a UAE bank in Mumbai.
  • Antonioli Urs
  • 資歷 6年(2016-02-01 至今)
  • Urs Antonioli is Head of Emerging Europe, and Middle East and Latin America Equities and a Managing Director at UBS Asset Management. Mr. Antonioli has been an investment professional with UBS Group AG since 1994.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.76%
最高管理費
0.76%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
瑞銀證券投資信託股份有限公司
聯絡電話
(02)8758-6938
基金顧問地址
台北市松仁路7號5樓
基金顧問網址
www.ubs.com/taiwanfunds