聯博-美國成長基金A股歐元避險

87.49歐元0.18(0.21%)
2021/07/26更新
績效 / 
1月7.03%
3月10.75%
1年36.52%
晨星評等
-

基本資料

基金公司/總代理人
聯博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
產業股票 - 其他
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Russell 1000 Growth TR USD
基金規模
6,082.76百萬截至 2021-07-22
年初至今報酬率
20.10%
殖利率
0.00
晨星評等
-
成立日期
2010-06-30

投資策略

該基金的投資目標主要是藉投資於美國發行人發行的股票證券實現長期資本增值。該基金尋求重點投資於美國少數大型精選優質公司的股票證券(普通股、可轉換為普通股的證券及可認購或購買普通股的權利及權證),而投資管理人認為該等公司有可能達致卓越的盈利增長。

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

  • Thapar Vinay
  • 資歷 3年(2018-04-11 至今)
  • 於2011年9月加入聯博,目前擔任副總裁暨研究分析師,負責全球成長型醫療類股。在此之前,Vinay曾於American Century Investments 擔任資深投資分析師,負責兩檔國內基金之全球醫療類股研究工作,時間長達三年半。在此之前,Vinay曾於貝爾斯登旗下之生技股票研究團隊,擔任副總監一職。Vinay擁有美國紐約大學之生物學學士學位,以及特許財務分析師資格。任職地點:紐約。
  • Caruso Frank
  • 資歷 9年(2012-03-31 至今)
  • Frank Caruso is a Senior Vice President and Chief Investment Officer of US Growth Equities since 2012. He joined the firm in 1993, when it acquired Shields Asset Management, where he had been director of Equities. Previously, he was a managing director and senior member of the Investment Policy Committee at Shearson Lehman Advisors.He holds a BA in business economics from the State University of New York, Oneonta, and is a member of the New York Society of Security Analysts and the CFA Institute. He is a CFA charterholder. Location: New York
  • Fogarty John
  • 資歷 9年(2012-03-31 至今)
  • John H. Fogarty is a Senior Vice President and Portfolio Manager for US Growth Equities, a position he has held since 2009. He rejoined the firm in 2006 as a fundamental research analyst covering consumer-discretionary stocks in the US, having previously spent nearly three years as a hedge fund manager at Dialectic Capital Management and Vardon Partners. Fogarty began his career at AB in 1988, performing quantitative research, and joined the US Large Cap Growth team as a generalist and quantitative analyst in 1995. He became a portfolio manager in 1997. Fogarty holds a BA in history from Columbia University and is a CFA charterholder. Location: New York

基金費用

最低認購金額
2,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw