貝萊德全球股票收益基金A8多幣別穩定月配息股份-澳幣避險

12.75澳幣0.11(0.87%)
2021/10/22更新
績效 / 
1月2.67%
3月1.7%
1年23.46%
晨星評等
-

基本資料

基金公司/總代理人
貝萊德證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
澳幣
基金組別
產業股票 - 其他
基金家族
BlackRock (Luxembourg) SA
公開說明書基準指數
-
晨星組別基準指數
MSCI World High Dividend Yield NR USD
基金規模
1,358.17百萬截至 2021-10-21
年初至今報酬率
13.67%
殖利率
1.87
晨星評等
-
成立日期
2013-07-17

投資策略

貝萊德環球股票入息基金以在不損害長期資本增長的情況下爭取股票投資獲取高於平均的收益為目標。基金將不少於70%的總資產投資於在全球各地發達市場註冊或從事大部份經濟活動的公司的股本證券。此基金派付的入息並未扣除開支。

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

  • Treharne Olivia
  • 資歷 2年(2020-02-01 至今)
  • Olivia Treharne, CFA, Director, is a member of the Global Equity team within the Fundamental Active Equity business of BlackRock's Active Equity Group. She is a co-portfolio manager for the Global Dividend, International Dividend strategies and responsible for covering the Financials sector.
    Prior to joining the firm in July 2019, Olivia spent five years on the buy-side at Legal & General Investment Management, having started her career as a Research Analyst at Goldman Sachs.
    Ms. Treharne graduated from Cambridge University with degree in Economics and also holds a Masters in Economic and Social History from Oxford University.
  • Wheatley-Hubbard Andrew
  • 資歷 9年(2013-01-01 至今)
  • Andrew Wheatley-Hubbard, CFA, Director and portfolio manager, is co-head of the Global Equity team within the Fundamental Division of BlackRock's Active Equities Platform. He is the portfolio manager for the Global Dividend, International Dividend and Long-Horizon strategies.
    
    
    Mr. Wheatley-Hubbard joined BlackRock on the graduate programme in 2007, spending time in London and Hong Kong within Fundamental Active Equity. During his time on the Global Equity Team, Mr. Wheatley-Hubbard had been responsible for covering Global Real Estate, Industrials, Materials, Telecoms and Financials. He has also served as Director of Research.
    
    
    Mr. Wheatley-Hubbard earned MA and MEng degrees in engineering from Cambridge University in 2007.

基金費用

最低認購金額
5,000澳幣
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
貝萊德證券投資信託股份有限公司
聯絡電話
(02)2326-1600
基金顧問地址
台北市大安區敦化南路二段95號28樓
基金顧問網址
www.blackrock.com.tw