高盛歐元高股息基金X股對沖級別澳幣(月配息)

367.07澳幣0.16(0.04%)
2024/02/29更新
績效 / 
1月0.96%
3月7.19%
1年10.34%
晨星評等
-

基本資料

基金公司/總代理人
野村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
Goldman Sachs Asset Management B.V.
公開說明書基準指數
-
晨星組別基準指數
Morningstar DM Ezn TME NR EUR
基金規模
1,875.06百萬截至 2024-02-27
年初至今報酬率
3.19%
殖利率
2.21
晨星評等
-
成立日期
2013-11-05

投資策略

本永續子基金專注投資於歐元區市場高於平均收益率之歐洲股票,目標為藉此使投入資本價值得以永續成長。本子基金最低將以三分之二以上之資金投資於歐元區市場高於平均收益率之歐洲股票。

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

  • Davis Robert
  • 資歷 6年(2018-06-01 至今)
  • Senior Portfolio Manager
    Experience since: 1997 – @ GS AM since: 2011
    2018-to date Senior Portfolio Manager on European Equity Income
    2012-to 2018 Senior Portfolio Manager within the Dividend team with focus on team’s
    Emerging Market High Dividend strategy
    2011-2012 Senior Emerging Markets Telecom Analyst
    2007-2011 Head of European Telecoms Research with boutique broker Bryan Garnier
    2000-2005 Executive Director at Lehman Brother’s European Telecoms Equity Research team, running its Wireless sector coverage
    1997-2000 Senior Manager in Corporate Finance and Investor Relations at Orange, London
    1992-1997 Graduate Management Program at British Airways, during which Robert qualified as an Accountant
    QUALIFICATIONS
    FCMA, 1995
    BA Hons in Business Studies (Finance Specialism) from Brighton Business School in 1991
  • Simar Nicolas
  • 資歷 25年(1999-04-08 至今)
  • Nicolas Simar, Portfolio Manager, is Head of the Value team in the Equity investments department and is responsible for the value strategies. He started his career at the Banque Bruxelles Lambert Asset Management in 1996 (NN Investment Partners) as an investment manager of fixed-income.

基金費用

最低認購金額
0澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
2.00%
最高管理費
2.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
野村證券投資信託股份有限公司
聯絡電話
(02)8758-1568
基金顧問地址
台北市信義路五段7號30樓
基金顧問網址
www.nomurafunds.com.tw