施羅德環球基金系列-環球永續增長(美元)C-累積

346.21美元2.35(0.68%)
2021/04/16更新
績效 / 
1月4.16%
3月8.26%
1年61.23%
晨星評等
-

基本資料

基金公司/總代理人
施羅德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
全球大型增長型股票
基金家族
Schroder Investment Management (Europe) S.A.
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
1,755.91百萬截至 2021-04-16
年初至今報酬率
9.94%
殖利率
0.00
晨星評等
-
成立日期
2010-11-23

投資策略

暫無投資策略資料

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

  • Somers Charles
  • 資歷 10年(2010-11-23 至今)
  • Charles Somers is a Portfolio Manager/Global Sector Specialist at Schroders, which involves managing the Global Alpha Plus strategy, Global Sustainable Growth strategy and number of specialist institutional global equity portfolios. He also has global sector responsibility for consumer staples as one of the team’s Global Sector Specialists. He joined Schroders in 1998 and is based in London.
    
    Charles was a Portfolio Manager at Intrinsic Value Investors from 2006 to 2008, which involved focussing on long only, boutique value manager focused on European companies.
    He was an Equity research analyst at Schroders from 1998 to 2006, which involved covering European Consumer stocks. Prior to that worked on US team, specialising in healthcare.
    
    Qualifications: BA in Classics.
  • Davidson Katherine
  • 資歷 10年(2010-11-23 至今)
  • Katherine Davidson is a Portfolio Manager / Global Sector Specialist at Schroders, which involves covering the autos and telecoms sectors and is a portfolio manager for the team’s sustainability mandates and the Global Demographic Opportunities strategy. Katherine leads the team’s research into demographic trends and built and maintains the team’s proprietary demographics database. She joined Schroders in 2008 and is based in London.
    Katherine was a Research Associate at Schroders from 2008 to 2010, which involves research into demographic trends.
    Qualifications: BA in Philosophy and Politics from Oxford University.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
-
最高管理費
0.65%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
施羅德證券投資信託股份有限公司
聯絡電話
(02)2722-1868
基金顧問地址
台北市信義路5段108號9樓
基金顧問網址
www.schroders.com.tw