法巴歐洲股票基金 I (歐元)

368.94歐元1.12(0.3%)
2024/04/24更新
績效 / 
1月0%
3月5.92%
1年7.09%
晨星評等

基本資料

基金公司/總代理人
法銀巴黎證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
歐洲大型均衡型股票
基金家族
BNP Paribas Asset Management Luxembourg
公開說明書基準指數
-
晨星組別基準指數
Morningstar DM Eur TME NR EUR
基金規模
862.25百萬截至 2024-04-24
年初至今報酬率
4.74%
殖利率
0.00
晨星評等
成立日期
2013-05-17

投資策略

主要投資於歐洲股票,以提高其中期資產價值。子基金時刻將其資產至少75%投資於在歐洲經濟區成員國或英國(不合作打擊欺詐及逃稅的國家除外)設立註冊辦事處,而且具財務結構質素及/或盈利增長潛力的有限數目的企業所發行的股票及/或等同於股票的證券。其餘資產(即其資產的最多25%)可投資於任何其他可轉讓證及貨幣市場工具,惟任何類型債務證券的投資不得超出其資產的15%,及可將其資產不多於10%投資於UCITS或UCI。

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

  • Rudigoz Olivier
  • 資歷 8年(2016-06-01 至今)
  • Olivier Rudigoz has been a European equity senior portfolio manager for BNP Paribas Asset Management since 2003. He is specifically involved in the management of high risk portfolios (tracking error between 3 and 5%) including the growth strategy.
    Olivier joined BNP Paribas Asset Management in 2003 as the Coordinator of European Equities team. Previously, he worked as a European equities portfolio manager for Merrill Lynch Investment Managers in London (1999-2003) and 
    Putnam Investments in Boston (1998-1999). He began his career in 1989 with Paribas Asset Management in Paris.
    Olivier graduated from the HEC School of Management, Paris (1987) and from the University of Paris-Sceaux (School of Law, 1987).
  • Charriere-Pousse Valerie
  • 資歷 11年(2013-05-21 至今)
  • Valérie Charrière-Pousse is a Senior Portfolio Manager based in Paris and she joined the European Equities team in 2008. 
    
    Valérie has over 18 years experience in finance. She started her career as a research sell side equity analyst from 1996 to 2005, She subsequently joined BNP Paribas Investment Partners in 2006 on the asset management side as a sector portfolio manager. From sectorial point of view, her current focus is on consumer staples and healthcare.
    Valérie holds a Master’s degree from the Montpellier Business School.

基金費用

最低認購金額
3,000,000歐元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
0.75%
最高管理費
0.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
法銀巴黎證券投資顧問股份有限公司
聯絡電話
(02)7718-8188
基金顧問地址
台北市信義路五段7 號71 樓之1
基金顧問網址
www.bnpparibas-ip.com.tw