先機美國入息基金L類收益股(美元)

15.91美元0.23(1.43%)
2021/03/04更新
績效 / 
1月1.18%
3月6.37%
1年24.4%
晨星評等

基本資料

基金公司/總代理人
富盛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
美國大型價值型股票
基金家族
Jupiter Asset Management (Europe) Limited
公開說明書基準指數
MSCI USA NR USD
晨星組別基準指數
Russell 1000 Value TR USD
基金規模
107.48百萬截至 2021-03-03
年初至今報酬率
3.68%
殖利率
1.46
晨星評等
成立日期
2013-06-27

投資策略

這項基金旨在實現資產的增長是通過投資在一個多樣化的投資組合與股票相關證券的發行 在美國大大小小的證券市場顯然是過低相對於其市場價值 .

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

  • Heslop Ian
  • 資歷 3年(2017-11-14 至今)
  • Ian joined Merian in 2000 and is head of global equities. He manages a range of hedge and retail funds and segregated mandates, including market neutral and long only funds. Ian boasts more than 20 years of investment experience and the team has won numerous awards for its funds. Prior to joining the business, Ian was a UK quantitative fund manager at Barclays Global Investors. He holds an MA in chemistry from the University of Oxford and a PhD in medicinal chemistry, University of Edinburgh. He is an associate of the Society of Investment Professionals.
  • Alentorn Amadeo
  • 資歷 3年(2017-11-14 至今)
  • Amadeo joined Merian in 2005 and is a fund manager and head of research in the global equity team. Prior to joining the business he developed simulation models for systemic and liquidity risk for the Financial Stability Group at the Bank of England, and worked as a software developer for CAD systems and for robotic applications. He holds a BEng in robotics from the University of Plymouth, an MSc in computer science, and a PhD in computational finance from the University of Essex. 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
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
富盛證券投資顧問股份有限公司
聯絡電話
(02)2728-3222
基金顧問地址
台北市信義區松德路171號9樓及 9樓之一
基金顧問網址
www.cgsice.com