法巴美國增長股票基金 I (美元)

667.46美元0.22(0.03%)
2021/08/02更新
績效 / 
1月3.9%
3月8.63%
1年39.05%
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
美元
基金組別
美國大型增長型股票
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
Russell 1000 Growth TR USD
基金規模
1,177.49百萬截至 2021-07-30
年初至今報酬率
16.02%
殖利率
0.00
晨星評等
成立日期
2013-05-17

投資策略

本子基金的目標是透過主要投資於被認為增長前景優於平均水平及盈利增長相對穩定的美國企業的普通股,以達致中期資產增值。團隊的增長股理念強調使用基本

因素估值技術,有關技術專注於企業的未來盈利和股息增長率。該投資程序主要是「由下而上」的程序,並使用一個現行估值模型。該模型分析股票的現價,與企

業的估計未來盈利來源的經風險調整現值之間的相關性。公司尋求買入售價較公平價值折讓的增長股,以及在每股盈利可望於中期顯著增長時進行購買。

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

  • Fay Christian
  • 資歷 3年(2018-07-09 至今)
  • Chris Fay joined BNP Paribas Asset Management in 2013 from Pioneer Investment Management in Boston where he was a portfolio manager and analyst covering the global health care sector. Prior to that, he was an institutional healthcare consultant with Leerink Swann & Co. and Kendall Strategies Inc. Earlier in his career he was employed by The Massachusetts Department of Public Health as the Chief of Administration and Finance. 
    
    Chris earned his B.A. from the George Washington University. He received a M.S. in Biology from Loyola University of Chicago, a Masters in Public Health from Boston University and an M.B.A. from the Carroll School of Management, Boston College.
  • Woo Pamela
  • 資歷 7年(2014-10-07 至今)
  • Pamela is the Head of the US Equities team at BNP Paribas Asset Management. Pamela was a Portfolio Manager and Analyst focusing on Consumer Discretionary before becoming the head of team in 2013. She joined us in 2004 and is based in Boston.
    
    Pamela is the most experienced and longest tenured member of the team. Prior to her current responsibilities, Pamela was Portfolio Manager for Consumer Discretionary. Prior to joining us, she was Vice President, Senior Equity Analyst and Global Sector Manager at Wellington Management. During her time there, she had specific responsibility for global consumer stocks. Prior to that, she was a Vice President, Equity Analyst at Evergreen Investments, and a Vice President, Industry Analyst at Merrill Lynch. She began her career as a Senior Tax Associate at Coopers & Lybrand in 1988.
    
    Pamela has over 25 years of investment experience. She earned her BS from the University of California, Berkeley and her MBA from Harvard Business School.

基金費用

最低認購金額
3,000,000美元
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