百達-環境機會-R 歐元

282.15歐元3.8(1.37%)
2023/06/02更新
績效 / 
1月4.96%
3月3.44%
1年3.36%
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
歐元
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
MSCI ACWI NR USD
基金規模
7,678.88百萬截至 2023-06-02
年初至今報酬率
8.59%
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

  • 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.
  • Micheli Gabriel
  • 資歷 9年(2014-08-26 至今)
  • Gabriel Micheli joined Pictet Asset Management in 2006 and is a Senior Investment Manager in the Thematic Equities team.
    
    He has been co-managing the Global Environmental Opportunities strategy since its inception in 2014. Prior to that Gabriel co-managed the Pictet Timber strategy from 2008 to 2018, where he has kept an advisory role, and was co-manager of the Pictet Clean Energy strategy from 2007 to 2010.
    
    Gabriel is a Chartered Financial Analyst (CFA) charter holder. He graduated with a degree in Economics from the University of St. Gallen.
  • Diana Luciano
  • 資歷 9年(2014-08-26 至今)
  • Luciano Diana joined Pictet Asset Management in 2009 and is a Senior Investment Manager in the Thematic Equities team.
    
    He has been co-managing the Global Environmental Opportunities strategy since its inception in 2014. Prior to that Luciano co-managed the Pictet Clean Energy Strategy from 2009-2016. Before joining Pictet, Luciano spent four years at Morgan Stanley, where he headed the London based clean energy sell-side research team. He began his career in 1998 as an IT strategy consultant at Accenture.
    
    Luciano holds a Laurea in Telecommunications Engineering from the University of Padua, Italy, and he was a Visiting Scholar at the University of California at Berkeley. He holds an MBA from INSEAD.

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
2.90%
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