安聯歐洲成長精選基金-AT累積類股(歐元)

205.85歐元1.7(0.82%)
2021/02/26更新
績效 / 
1月0.43%
3月9.08%
1年21.52%
晨星評等

基本資料

基金公司/總代理人
安聯證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
歐洲大型增長型股票
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
S&P Europe LargeCap Growth NR USD
晨星組別基準指數
MSCI Europe Growth NR EUR
基金規模
1,213.25百萬截至 2021-02-19
年初至今報酬率
2.65%
殖利率
0.00
晨星評等
成立日期
2013-05-02

投資策略

本附屬基金的投資政策,乃於投資原則架構內,主要透過歐洲股市部署以提供長期資本增值。就此,投資經理將會購入其認為(連同附屬基金資產當中持有的全部股票)可組成一項股票組合的股票,並以可能具備優厚增長潛力(「增長股」)的大公司(「大型股」)為重點。

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

  • Hofmann Robert
  • 資歷 4年(2017-06-01 至今)
  • Mr. Hofmann is a portfolio manager and a director with Allianz Global Investors, which he joined in 2005. As a member of the European Equities team, he is deputy portfolio manager for the Europe Equity Growth strategy and lead portfolio manager for the International Equity Growth strategy. 
    Mr. Hofmann has an M.B.A. in finance and accounting from the University of Frankfurt am Main. He is a CFA charterholder.
  • Winkelmann Thorsten
  • 資歷 8年(2013-05-02 至今)
  • Thorsten Winkelmann is a Senior Portfolio Manager and a Managing Director with AllianzGI, which he joined in 2001. As a member of the European Equities team, he is Leader of the Growth Investment Style team and the Lead Portfolio Manager of the Europe Equity Growth strategies. Mr. Winkelmann was previously a Portfolio Manager with the European Equity Core team and the Multi-Asset team, where he was responsible for managing the equity portions of European balanced products. He still manages the equity portions of Kapital Plus, one of AllianzGI’s flagship products, and Azioni. Mr. Winkelmann has a Master’s degree in Economics from the University of Bonn.

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.80%
最高管理費
1.80%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區復興北路378號5-9樓
基金顧問網址
www.allianzgi.com.tw