施羅德傘型基金II-亞洲高息股債基金(美元)A-累積

14.62美元0.04(0.27%)
2022/12/02更新
績效 / 
1月6.99%
3月1.1%
1年13.56%
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
香港
計價幣別
美元
基金組別
亞洲股債混合
基金家族
Schroder Investment Management (Hong Kong) Limited
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
2,828.61百萬截至 2022-12-02
年初至今報酬率
14.61%
殖利率
0.00
晨星評等
成立日期
2011-06-27

投資策略

子基金的目標是主要透過投資於亞洲股票和亞洲定息證券,以提供收益及中期至長期的資本增值。

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

  • Kondo Keiko
  • 資歷 1年(2021-09-01 至今)
  • Keiko Kondo is the Head of UBS Asset Management's Multi Asset investment team in the Asia Pacific region and a senior Portfolio Manager, based in Hong Kong. She is also responsible for overseeing equity related research within multi asset team to aid in decision making of portfolio strategies. As a voting member of the Multi Asset investment Committee, Keiko contributes to asset allocation research and analysis across the Multi Asset business. Keiko joined UBS Asset Management in 2004 in Tokyo as the regional representative of the Asset Allocation and Risk team for Asia Pacific, and later took on an additional role as Chief Investment Officer for Japan office in 2007. She moved to her current role in September 2009 upon her transfer to London, before relocating later to Hong Kong. Prior to joining UBS, Keiko was a senior strategist at Sanwa Securities where she headed the equity investment strategy research team for three years. Her previous roles include senior strategist at JP Morgan and strategist at Merrill Lynch.

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
1.25%
最高管理費
7.00%
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