瀚亞投資-全球新興市場動力股票基金A(美元)

13.08美元0.2(1.48%)
2021/06/18更新
績效 / 
1月1.14%
3月2.15%
1年48%
晨星評等

基本資料

基金公司/總代理人
瀚亞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
全球新興市場股票
基金家族
Eastspring Investments (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI EM NR USD
基金規模
676.99百萬截至 2021-06-18
年初至今報酬率
13.36%
殖利率
0.00
晨星評等
成立日期
2014-05-15

投資策略

該子基金的目標是透過股票、股票相關證券及債券的精選組合產生長遠的資本增值。該子基金將主要投資於在世界各地新興市場註冊成立或上市或經營主要業務或從事大量業務或從世界各地新興市場賺取龐大收入或其附屬公司、關連或聯營公司從該等新興市場賺取龐大收入的公司的證券。該子基金亦可投資於預託證券(包括ADR及GDR)、優先股及認股權證。

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

  • Gray Steven
  • 資歷 9年(2012-10-01 至今)
  • Steven Gray joined Eastspring Investments, the Asian asset management business of Prudential plc, as Portfolio Manager, in August 2012. 
      
    Steven is part of the Equity team and a member of the Global Emerging Markets (GEM) focus team. He is also the Lead Manager for the Latin America Equity strategy. 
     
    Prior to joining Eastspring Investments, Steven worked with GIC Asset Management in the Emerging Markets Non-Asia department as the Senior Vice President – Head of Equity Research, managing a team of 7 sector focused analysts covering Non-Asian emerging markets. Earlier on, Steven had a very successful career as a fund manager in South Africa, managing one of the largest funds in the country. Steven has more than 30 years of financial industry experience.
     
    Steven is a CFA charterholder and holds a Bachelor of Business Science from the University of Cape Town, and a Masters of Business Administration from UCT Graduate School of Business in South Africa.
  • Lee Sang Hoon
  • 資歷 11年(2010-10-29 至今)
  • Sang Hoon Lee joined Eastspring Investments, the Asian asset management business of Prudential plc, as Portfolio Manager, in January 2005. 
     
    Sang Hoon is part of the Equity team and is a member of the Global Emerging Markets (GEM) focus team. He is also Lead Manager of the Emerging Asia Equity strategy. 
     
    Prior to joining Eastspring Investments, Sang Hoon was an Investment Analyst at Fidelity Investment Management (Hong Kong) Ltd. He was also an Equity Analyst at Dresdner Kleinwort Benson and Seoul Securities, Korea. Sang Hoon has over 23 years of financial industry experience.
     
    Sang Hoon is a CFA charterholder and holds a Bachelor’s degree in Business Administration from Seoul National University and a Master degree of Business Administration from The Wharton School, University of Pennsylvania.
  • Cormie Andrew
  • 資歷 11年(2010-10-29 至今)
  • Andrew leads Eastspring Investments’ Global Emerging Markets and Regional Asia Value equity team, responsible for the firm’s GEM and Asia equity value offering (including China-India funds). He was appointed to this position in June 2020. Andrew is also the Lead Portfolio Manager for the GEM Dynamic strategy.
    
    Prior to joining Eastspring, Andrew was the Founding Partner and Director of Voyager Funds Management Pty Limited and, before this, he was a Managing Director, heading up the Global Equity Team of JP Morgan Investment Management, London, for ten years. He also worked at JP Morgan Investment Management, Melbourne, latterly as their Director, responsible for the Australian Equity and Balanced business. Andrew began his investment career with National Mutual Life Association.
    
    Andrew is a CFA charterholder and holds a Bachelor’s degree in Business Administration from the Griffith University, Brisbane and a diploma from the Securities Institute of Australia.

基金費用

最低認購金額
500美元
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
瀚亞證券投資信託股份有限公司
聯絡電話
(02)87586699
基金顧問地址
台北市信義區松智路1 號4 樓
基金顧問網址
www.eastspring.com.tw