路博邁投資基金 - NB美國小型企業基金B累積類股(澳幣)

11.28澳幣0.16(1.44%)
2023/03/21更新
績效 / 
1月2.67%
3月2.73%
1年10.55%
晨星評等
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基本資料

基金公司/總代理人
路博邁證券投資信託股份有限公司
註冊地
愛爾蘭
計價幣別
澳幣
基金組別
產業股票 - 其他
基金家族
NB Asset Management Ireland Ltd
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
637.10百萬截至 2023-03-20
年初至今報酬率
3.87%
殖利率
0.00
晨星評等
-
成立日期
2019-10-25

投資策略

暫無投資策略資料

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

  • Spiegel Gregory
  • 資歷 11年(2012-04-09 至今)
  • Gregory G. Spiegel is a Managing Director of Neuberger Berman Investment Advisers LLC. Mr. Spiegel has been a member of the Small Cap Group since 2012. Mr. Spiegel joined the firm in 2012. Mr. Spiegel joined as an Associate Portfolio Manager in 2015 and became co-Portfolio Manager in August 2019. Prior to joining the firm, Mr. Spiegel was the Director of Research at another firm, covering global equities and overseeing that firm’s research analysts from 2010 to 2012.
  • D'Alelio Robert
  • 資歷 11年(2012-04-09 至今)
  • Robert D'Alelio joined Neuberger Berman in 1996. He is a managing director and portfolio manager on the Small Cap Value Equity team. Previously, he spent fifteen years at Putnam Investments as an equity analyst and later, a senior vice president and portfolio manager. Bob began his investment career in 1979 as an analyst at the Bank of New England. He received a B.A. from the University of Massachusetts and an M.B.A. from Babson College.
  • Reiner Brett
  • 資歷 12年(2011-07-01 至今)
  • Brett S. Reiner is Managing Directors of Neuberger Berman Management LLC and Neuberger Berman LLC., his employer since 2000. He has been members of the Small Cap Group since 2003.

基金費用

最低認購金額
10,000澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
-
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
路博邁證券投資信託股份有限公司
聯絡電話
02 8726 8280
基金顧問地址
台北市信義區松智路1號10樓
基金顧問網址
www.nb.com/web/taiwan/index.html