景順美國價值股票基金A股 美元

68.15美元0.47(0.69%)
2024/07/18更新
績效 / 
1月5.13%
3月6.48%
1年18.01%
晨星評等

基本資料

基金公司/總代理人
景順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
美國大型價值型股票
基金家族
Invesco Management S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar US LM Brd Value NR USD
基金規模
163.82百萬截至 2024-07-16
年初至今報酬率
10.90%
殖利率
0.00
晨星評等
成立日期
2011-09-30

投資策略

該基金的投資目標,是提供以美元計算的合理長期資本增值。該基金將尋求投資經理認為於購買時相對於當時股票市場一般市況而言價值被低估的股本證券,作為投資對象。

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

  • Armstrong Devin
  • 資歷 0年(2024-03-28 至今)
  • Devin Armstrong, CFA (co-lead manager), Portfolio Manager, who has been responsible for the Fund since 2010 and has been associated with Invesco and/or its affiliates since 2010. From 2007 to 2010, he was associated with Morgan Stanley Investment Advisors Inc. in an investment capacity. Prior to 2007, he was associated with Morgan Stanley Investment Advisors Inc. in a research capacity. He previously joined Morgan Stanley in 2004, where he served as a member of the U.S. Research team before becoming a portfolio manager. 
    Before joining Morgan Stanley, he was also a Portfolio Manager at Van Kampen Asset Management Inc. He was a research associate at William Blair & Company. From 1999 to 2002, he served as a senior analyst at Ibbotson Associates. Mr. Armstrong earned a Bachelor of Science degree in psychology and finance from the University of Illinois and a Master of Business Administration degree in finance from Columbia University. He is a CFA charterholder.
  • Holt Kevin
  • 資歷 13年(2011-09-30 至今)
  • Kevin Holt, CFA (co-lead manager), Portfolio Manager, who has been responsible for the Fund since 2010 and has been associated with Invesco and/or its affiliates since 2010. Mr. Holt was previously Managing director and portfolio manager for the U.S. value strategy at Van Kampen, which he joined in 1999 and was portfolio manager of the Portfolio since April 2005. Before joining Van Kampen, he served as a senior research analyst at Strong Capital Management and as a portfolio manager/research analyst at Citibank Global Asset Management. He began his career as a senior financial analyst for Harris Trust and Savings Bank. Mr. Holt earned a bachelor’s degree from the University of Iowa and a Master of Business Administration degree from the University of Chicago Graduate School of Business. He is a CFA charterholder and a member of the CFA Institute and the Houston Society of Financial Analysts.

基金費用

最低認購金額
1,500美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.40%
最高管理費
1.40%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
景順證券投資信託股份有限公司
聯絡電話
(02)8729-9999
基金顧問地址
台北市信義區松智路1號22樓
基金顧問網址
www.invesco.com.tw