MFS全盛基金系列-MFS全盛歐洲價值基金 AH1 美元避險

25.09美元0.14(0.56%)
2021/10/15更新
績效 / 
1月1.11%
3月2.93%
1年22.06%
晨星評等
-

基本資料

基金公司/總代理人
柏瑞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
產業股票 - 其他
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe NR EUR
基金規模
5,624.17百萬截至 2021-09-30
年初至今報酬率
16.81%
殖利率
0.00
晨星評等
-
成立日期
2013-08-19

投資策略

基金的投資目標為以歐元計值的資本增值。基金主要投資於根據MFS股票投資專業人士採用自下而上的基礎研究,相信相對於其盈利增長潛力而言屬股價過低的歐洲股票證券投資組合。

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

  • Taj Florence
  • 資歷 3年(2018-09-01 至今)
  • Florence G. Taj is an investment officer and portfolio manager for MFS Investment Management® (MFS®). She joins the firm's European Value portfolio management team, effective September 2018. Florence started at MFS as a research analyst in August 1999. During her tenure, her analyst coverage spanned a number of key European sectors, including financials, consumer staples, technology hardware, media and utilities. She also held senior research positions as the consumer cyclicals sector team leader for five years and as portfolio manager for the firm's Global Infrastructure strategy beginning in May 2017.
    
    Before joining MFS, Florence spent three years at Renaissance Solutions, Inc., a global information technology and management consulting firm, where she served as senior consultant. She also participated in MFS' summer MBA internship program in 1998.
    
    Florence earned a master's degree in international management from the University of Ottawa and Reims Management School in France in 1993 and a Master of Business Administration degree from Harvard Business School in 1999.
  • Tingling Benjamin
  • 資歷 4年(2017-12-01 至今)
  • Benjamin Tingling is an institutional portfolio management associate at MFS Investment Management® (MFS®). In his role, he works with portfolio management, trading, product specialists and risk teams assisting with the qualification, onboarding and monitoring of customized institutional client portfolios. 
    
    Benjamin joined MFS in 2014. He previously worked for Man Group Plc from 2008 to 2014, most recently as a derivatives and client on-boarding associate. He began his career in the financial services industry as a relationship management analyst with CommerzBank AG in 2006.
    
    Benjamin earned a Bachelor's in Economics & Finance degree from Brunel University with honors. He holds the Chartered Alternative Investment Analyst (CAIA) designation and earned an Investment Management Certificate (IMC) as well.
  • Gourgey Gabrielle
  • 資歷 9年(2013-02-15 至今)
  • Gabrielle Gourgey is an investment officer of MFS Investment Management® (MFS®) and institutional equity portfolio manager for the firm's global equity portfolios. She is based in the firm's London office.
    Gabrielle joined MFS in 2006 from Merrill Lynch where she spent eight years as a sector specialist primarily covering the global technology sectors. Prior to that she was at CIBC Oppenheimer for two years where she worked in the Institutional Equity Sales Group covering U.S. markets.
    Gabrielle is a graduate of Bristol University where she earned a Bachelor of Arts degree. She then went on to attend the London Business School where she completed the Financial Analysis and Accounting course.

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
0.75%
管理費
1.05%
最高管理費
1.05%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw