路博邁投資基金 - NB美國小型企業基金B累積類股(澳幣)

13.53澳幣0.07(0.52%)
2021/10/18更新
績效 / 
1月0.07%
3月3.86%
1年22.7%
晨星評等
-

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
Neuberger Berman 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
759.54百萬截至 2021-10-15
年初至今報酬率
9.34%
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

  • Vale Judith
  • 資歷 10年(2011-07-05 至今)
  • Vale is a managing director and portfolio manager on the Small Cap Value Equity team. She joined Neuberger in 1992. Previously, she was a portfolio manager at Quest Advisory and a senior fund analyst at Merrill Lynch Asset Management. Judy began her investment career in 1980 as an institutional analyst at Ingalls Snyder. Vale holds the Chartered Financial Analyst designation.
  • D'Alelio Robert
  • 資歷 10年(2011-07-05 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.

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