瑞銀 (盧森堡) 美國總收益股票基金 (美元)

252.08美元2.31(0.93%)
2021/05/06更新
績效 / 
1月4.8%
3月14.33%
1年52.77%
晨星評等

基本資料

基金公司/總代理人
瑞銀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
美國大型均衡型股票
基金家族
UBS Fund Management (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
Russell 1000 TR USD
基金規模
605.81百萬截至 2021-05-06
年初至今報酬率
17.34%
殖利率
0.00
晨星評等
成立日期
2013-02-15

投資策略

本基金資產主要(至少三分之二)投資於由位於或主要活動於美國之公司所發行之股票和其他股權證券。

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

  • Sasai Masafumi
  • 資歷 4年(2017-01-16 至今)
  • Masafumi Sasai is a portfolio manager in the Quantitative Equities Group. Masafumi's primary responsibility is the management of Pacific, including Japan, and US equity portfolios. Masafumi also plays an active role in the research and development of stock selection models for various equity markets. Prior to his relocation to New York at the end of 2015, he also assumed the role of the Head of Investments and Head of equities in Japan since he was transferred to Tokyo in 2007. Masafumi joined UBS Asset Management (UK) in 2006. Prior to this, he worked for J.P. Morgan Asset Management for seven years, both in Tokyo and London. His roles included Structured Equity Portfolio Manager and Quantitative Analyst covering Japanese and Global Equity. Masafumi holds the Investment Management Certificate (IMC).
  • Räbsamen Urs
  • 資歷 5年(2015-10-07 至今)
  • Urs Raebsamen is an equity specialist in the Systematic and Index Investments team at UBS Asset Management. He has primary responsibility for communicating the team's investment process, philosophy and views to clients, prospects and consultants. From June 2011 until December 2013, Urs was part of the Institutional Client Servicing and Business Development team in Hong Kong. Prior to that, he was responsible for Product Development in Hong Kong. From September 2007 until July 2010, Urs was on an international assignment in Korea with UBS Hana Asset Management, UBS's Korean joint venture, where he was responsible for quantitative investments as well as a range of business and operational areas in the Equities division. He was a member of the UBS Hana Asset Management Executive Committee. Urs joined UBS in 2001 as a portfolio manager with responsibility for the UBS Strategy Funds in CHF and the UBS Equity Fund – Gold. In March 2005, he joined the Swiss Equities / Systematic Alpha team, responsible for the Small Cap Switzerland Fund as well as quantitative research. Urs is a member of the CFA Institute.
  • Raccio Jeremy
  • 資歷 8年(2013-02-15 至今)
  • Jeremy Raccio is a portfolio manager in the Quantitative Investments team, which is part of Systematic and Index Investments. His primary responsibility is the management of quantitative US equity strategies. Jeremy also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management, Jeremy was a quantitative analyst in the Quantitative Strategies Group at Credit Suisse Asset Management where he was responsible for the development of quantitative stock selection models, portfolio optimization and implementation, and new product development. Jeremy is a member of the CFA Institute, the New York Society of Security Analysts (NYSSA), and the Chicago Quantitative Alliance (CQA).

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.20%
最高管理費
1.20%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瑞銀證券投資信託股份有限公司
聯絡電話
(02)8758-6938
基金顧問地址
台北市松仁路7號5樓
基金顧問網址
www.ubs.com/taiwanfunds