鋒裕匯理長鷹多重資產基金 IHE-C

1801.71歐元3.9(0.22%)
2023/09/28更新
績效 / 
1月2.84%
3月3.37%
1年14.84%
晨星評等

基本資料

基金公司/總代理人
鋒裕匯理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
歐元積極型股債混合 - 全球
基金家族
Amundi Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar EAA USD Agg Tgt Alloc NR USD
基金規模
4,907.84百萬截至 2023-09-28
年初至今報酬率
3.78%
殖利率
0.00
晨星評等
成立日期
2009-12-04

投資策略

子基金尋求透過投資多元化的資產種類及價值法策略,提供投資人資本增長。

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

  • Albertini Julien
  • 資歷 6年(2018-03-01 至今)
  • Julien Albertini is portfolio manager of the Global Value, Global Equity, Global Income Builder and US Dividend Equity strategies, as well as a senior research analyst on the Global Value team covering beverages, healthcare and commercial services. Prior to joining First Eagle in April 2013, Julien worked as a global equity research analyst for Tiger Veda LP, a long/short equity hedge fund based in New York. Previously, he was a research analyst with Generation Investment Management in London. Julien began his career in 2003 in the investment banking division of Banque Rothschild in Paris subsequently spent four years with Morgan Stanley in London. He earned a master’s degree from ESSEC in Paris and an MBA from Columbia Business School, where he was part of the Value Investing Program. He is fluent in French.
  • Gupta Manish
  • 資歷 14年(2009-10-31 至今)
  • Manish Gupta is portfolio manager of the Global Value, Global Equity and US Dividend Equity strategies, as well as a senior research analyst on the Global Value team covering technology (hardware, equipment, software & services). Prior to joining First Eagle in October 2009, Manish was an equity research analyst at Cantillon Capital Management, where he covered technology, professional and commercial services, transportation and select industrials. Before entering financial services, Manish worked in the technology sector, first as an intern at Microsoft Corporation and then for six years as a software engineer at Cisco Systems. Manish earned a bachelor of technology degree from the Institute of Technology BHU in Varanasi, India, an MS in computer science from The University of Texas at Austin and an MBA from Columbia Business School.
  • Brooker Kimball
  • 資歷 15年(2008-09-08 至今)
  • Kimball Brooker is co-head of the Global Value team and portfolio manager of the Global Value, Global Equity, International Value, International Equity, US Value and Global Income Builder strategies. He is also a senior research analyst covering banks, financial services and holding companies. Prior to joining First Eagle in January 2009, Kimball was chief investment officer of Corsair Capital, a multi-billion-dollar private equity firm spun off from J.P. Morgan. Kimball began at Corsair in 1994, when he joined J.P. Morgan as an associate in the investment banking department’s private equity group. Kimball launched his career in 1992 as a financial analyst at Lazard Frères & Co. He earned a BA from Yale University and an MBA from Harvard University.

基金費用

最低認購金額
5,000,000歐元
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
鋒裕匯理證券投資信託股份有限公司
聯絡電話
(02)8101-0696
基金顧問地址
台北市信義區信義路5段7號32樓之一
基金顧問網址
investments.miraeasset.com.tw