瑞銀 (盧森堡) 美國增長股票基金 (美元) I-A1-累積

722.13美元0.56(0.08%)
2024/05/23更新
績效 / 
1月4.98%
3月3.46%
1年37.92%
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
美國大型增長型股票
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
Morningstar US LM Brd Growth NR USD
基金規模
2,451.02百萬截至 2024-05-23
年初至今報酬率
13.62%
殖利率
0.00
晨星評等
成立日期
2009-12-23

投資策略

本子基金旨在達致高增長及適當盈利水平,同時審慎考慮資本安全及子基金資產的流動性。本子基金可將其少於 30% 的總資產淨值投資於具損失吸收特點的工具,包括或有可轉換債務證券。當發生觸發事件時,該等工具可進行應急減值或應急轉換為普通股。

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

  • Tsuei Albert
  • 資歷 8年(2015-11-11 至今)
  • Albert Tsuei is the Lead Portfolio Manager for the strategy and a Senior Investment Analyst on the US Large Cap Growth Equity portfolio team covering the information technology sector. Prior to joining UBS Asset Management in 2002, Albert worked at IBM Research, Cisco Systems, CS First Boston and Morgan Stanley and Sun Microsystems. At Morgan Stanley, Albert performed fundamental equity research of the server hardware industry. At Cisco and Sun Microsystems, Albert held strategic management roles. He has published a paper in the Journal of Applied Corporate Finance on value creation in the computer industry. Albert has completed the Series 7 and 63 exams. Albert graduated from Cornell University with an AB in Computer Science and Mathematics. Additionally, he holds a MBA from the Kellogg School of Management at Northwestern University.
  • Bye Peter
  • 資歷 8年(2015-11-09 至今)
  • Peter Bye is a portfolio manager on the strategy. He has industry experience dating back to 1992 and has been with UBS since 2012. He is based in New York

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
0.56%
最高管理費
0.56%
遞延費
-
最高遞延費
-

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