羅素全球股票基金-TDB收益類別(美元)

19.85美元0.24(1.2%)
2021/03/04更新
績效 / 
1月1.72%
3月7.55%
1年29.05%
晨星評等

基本資料

基金公司/總代理人
永豐證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
全球大型均衡型股票
基金家族
Russell Investments Ireland Limited
公開說明書基準指數
Russell Global LC NR EUR
晨星組別基準指數
MSCI World NR USD
基金規模
1,234.90百萬截至 2021-03-04
年初至今報酬率
4.91%
殖利率
0.01
晨星評等
成立日期
2013-03-27

投資策略

本基金之投資目標,係藉由以至少三分之二的總資產投資於世界各受規管市場上市、買賣或交易之股權證券,以尋求實現資本增值。本基金亦得以不超過 20% 之資產淨值,投資於新興市場內之受規管市場上市、交易或買賣之公司所發行的證券。本基金將不會集中投資於任何特定市場或產業,而會在其投資之受規管市場中採取積極的股票、產業與國家布局政策。

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

  • Eggins Jon
  • 資歷 3年(2018-06-01 至今)
  • Jon Eggins, Senior Portfolio Manager for Russell Investments since November 2013. Mr. Eggins was a Portfolio Manager from March 2011 to November 2013.
    Jon joined Russell in 2003 as a research associate in the firm’s Sydney office. While there Jon performed a variety of roles including manager research, portfolio management support and capital markets research. These roles spanned multiple asset classes including large and small cap equities, fixed income and real estate investment trusts. Jon wrote several foundational research papers on Russell’s investment proposition, and regularly presented his findings to clients and industry conferences. 
    In 2008 Jon relocated to Russell’s U.S. headquarters as a research analyst. In this role Jon covered U.S. market-oriented equity managers and global tactical asset allocation strategies., which involved researching, interviewing, evaluating and recommending investment managers to consulting clients and Russell portfolio managers. He is a subject matter expert on quantitative equity managers and quantitative techniques for evaluating managers and constructing multi-manager portfolios. 
    Jon remains actively involved with academia, having tutored courses in economics and econometrics at the University of New South Wales. He has worked with academics in Australia, Austria and Switzerland on a series of papers relating to stock-market index construction and investment manager performance evaluation. His research has been published in practitioner and academic journals such as the Journal of Applied Finance. Jon has also lectured in quantitative techniques at the Financial Services Institute of Australasia (FINSIA), where he was named the Outstanding Lecturer in a NSW Post-graduate Program at the Annual Practitioner Awards for 2007.
  • Pearce William
  • 資歷 3年(2018-06-01 至今)

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
1.60%
最高管理費
1.60%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
永豐證券投資顧問股份有限公司
聯絡電話
02-81618888
基金顧問地址
台北市八德路二段306號8樓
基金顧問網址
scm.sinotrade.com.tw