安本標準 - 美國焦點股票基金 X 累積 美元

22.76美元0.33(1.45%)
2022/12/07更新
績效 / 
1月5.15%
3月0.51%
1年21.75%
晨星評等

基本資料

基金公司/總代理人
宏利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
美國大型增長型股票
基金家族
abrdn Investments Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
Russell 1000 Growth TR USD
基金規模
154.59百萬截至 2022-12-07
年初至今報酬率
23.84%
殖利率
0.00
晨星評等
成立日期
2012-12-03

投資策略

"該項基金的投資目的是主要通過投資於在美國註冊的公司的股票及與股票有關證券,或從經營美國業務獲取其大部份收益或利潤的公司或在當地擁有其大部份資產的公司,獲得長期的資本增長。

安本環球 - 美國股票基金於2001年8月15日與安本環球 - 美國小型公司基金合併及改稱為安本環球 - 美國增長基金。本基金的投資目標已於2001年8月15日修改。"

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

  • Cronin Michael
  • 資歷 5年(2018-01-01 至今)
  • Mike Cronin is an Investment Director on the North American Equity team at Aberdeen Standard Investments. Mike analyzes current and prospective holdings and assists with the management of client portfolios. Mike joined Standard Life Investments US Equities team in 2017. Previously, he worked at Citigroup as a Senior Associate covering US Banks & Brokers. Prior to that he was an Assistant Vice President / Portfolio Communications Analyst at Wellington Management Company. 
    
    He earned a BA in Economics from the College of the Holy Cross and an MBA from Babson College. Mike is a CFA charterholder and is a member of the Boston Security Analysts Society.
  • Bassett Ralph
  • 資歷 7年(2015-07-20 至今)
  • Ralph Bassett is Head of North American Equities at abrdn and also is a member of the abrdn Board of Directors. Ralph oversees the region’s research effort in addition to portfolio construction for several of the team’s flagship strategies, including the Small Cap strategy since its inception in 2008. Ralph joined Aberdeen Asset Management in 2006 upon the relocation of the Equity team from London to Philadelphia. 
    
    Ralph earned a BS in Business, Finance (Hons) from Villanova University. He is a CFA charterholder.
  • Aquino Virgilio
  • 資歷 10年(2012-06-25 至今)
  • Virgilio Aquino is an Investment Director on the North American Equities team at abrdn. In this role, Virgilio analyzes current and prospective holdings and assists with the management of client portfolios. Virgilio joined Aberdeen in 2012 after having interned in 2011. Previously, Virgilio worked at Navigant Consulting and FTI Consulting as a management consultant. Virgilio holds a BA (Hons) in Economics and International Relations from the University of Pennsylvania and an MBA (Hons) in Finance and Strategic Management from The Wharton School. He is a CFA charterholder.

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
-
管理費
0.75%
最高管理費
0.75%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
宏利證券投資信託股份有限公司
聯絡電話
(02)2757-5999
基金顧問地址
台北市松仁路89號9樓
基金顧問網址
www.manulife-asset.com.tw