百達-環境機會-P美元

340.83美元1.73(0.51%)
2023/12/07更新
績效 / 
1月7.33%
3月3.72%
1年8.27%
晨星評等
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基本資料

基金公司/總代理人
百達證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
產業股票 - 環境生態
基金家族
Pictet Asset Management (Europe) SA
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl TME NR USD
基金規模
7,886.21百萬截至 2023-12-06
年初至今報酬率
12.57%
殖利率
0.00
晨星評等
-
成立日期
2010-09-10

投資策略

此成分基金的目標是至少以其總資產的三分之二,投資

於由百達旗下開放式環保主題投資基金所作的投資的公

司股份, 以達致資本增長。每個主題均有策略固定權

重,而此策略固定權重會在每月被調整。此成分基金的

投資並沒有地域上的限制。

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

  • Karavaikin Dimitry
  • 資歷 0年(2023-08-10 至今)
  • Self Katie
  • 資歷 1年(2022-10-01 至今)
  • Katie Self joined Pictet Asset Management in 2022 as an Investment Manager in the Thematic Equities team, working on the Global Environmental Opportunities strategy. Prior to Pictet, Katie spent several years doing equity research for Morgan Stanley on the industrials sector, with a particular focus on sub sectors such as renewable energy, rail energy efficiency, warehousing and semiconductors. She also spent a year as an R&D scientist with SDC Materials focused on nanotechnology projects around vehicle emissions. Katie has a PhD in Chemistry and a Masters in Material Chemistry, both from the University of St Andrews. She spent a year of her PhD studies at Fudan University in Shanghai.
  • Du Yi
  • 資歷 5年(2018-09-01 至今)
  • Yi Du joined Pictet Asset Management in 2018. He is a Senior Investment Manager in the Thematic Equities team. Yi has been co-managing our Global Environmental Opportunities strategy since 2018. He is the lead manager of the China Environmental Opportunities strategy which was launched in 2023. In 2022, Yi was awarded ESG Explorer of the Year in China by Jiemian News.
    
    Before joining Pictet, Yi worked in the Global Equity Research team of JP Morgan in Hong Kong since 2015 covering environmental and utilities sectors in Asia. Prior to that, he worked in the Investment Banking team of Barclays in Hong Kong.
    
    Yi holds an MSc in Financial Economics with distinction from the University of Oxford. He is a Chartered Financial Analyst (CFA) charterholder and holds the CFA Institute Certificate in ESG Investing.

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
-
最高管理費
2.40%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
百達證券投資顧問股份有限公司
聯絡電話
(02)6622-6600
基金顧問地址
台北市信義區松仁路32 號8 樓之1
基金顧問網址
www.pictetfunds.com