聯博-日本策略價值基金I股美元避險

42.93美元0.29(0.67%)
2023/06/08更新
績效 / 
1月5.54%
3月8.73%
1年16.37%
晨星評等
-

基本資料

基金公司/總代理人
聯博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
產業股票 - 其他
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
TOPIX TR JPY
基金規模
53.41百萬截至 2023-06-07
年初至今報酬率
16.78%
殖利率
0.00
晨星評等
-
成立日期
2011-10-14

投資策略

포트폴리오 투자목적은 집합투자업자가 저평가되어 있다고 판단하는 일본 회사의 주식 증권의 포트폴리오에 투자함으로써 장기적인 자본 성장을 추구하고자 합니다. 이러한 목적상 “일본 회사”는 (i) 일본에 소재하거나 조직되어 있거나, (ii) 일본에 설립되어 영업을 행위하고 있거나, (iii) 일본에서 경제활동의 상당한 부분을 이행하는 회사를 의미합니다.

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

  • Horikawa Atsushi
  • 資歷 11年(2012-01-01 至今)
  • Atsushi Horikawa was appointed Director of Research of Japan Value Equities in 2013 (title changed to Portfolio Manager from March 2016). He served as codirector of research of Japan Value Equities from 2012 to 2013. Horikawa joined the firm in 2000 as a research analyst, and was named senior research analyst in 2002. His research experience includes coverage of financials, industrial commodities, capital equipment, consumer cyclicals and consumer staples. Previously, Horikawa worked at Sakura Bank as a business-planning executive. He earned a BA in law from the University of Tokyo and an MBA from Harvard University, and is a Chartered Member of the Securities Analysts Association of Japan. Location: Tokyo

基金費用

最低認購金額
1,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.70%
最高管理費
0.70%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw