瑞銀 (盧森堡) 美國總收益永續股票基金 (美元) I-A1-累積

213.10美元1.68(0.8%)
2022/01/24更新
績效 / 
1月4.9%
3月0.81%
1年18.28%
晨星評等

基本資料

基金公司/總代理人
瑞銀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
美國大型均衡型股票
基金家族
UBS Fund Management (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
Russell 1000 TR USD
基金規模
745.54百萬截至 2022-01-24
年初至今報酬率
5.97%
殖利率
0.00
晨星評等
成立日期
2014-05-19

投資策略

本基金資產主要(至少三分之二)投資於由位於或主要活動於美國之公司所發行之股票和其他股權證券。

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

  • Paczek Ian
  • 資歷 1年(2021-06-30 至今)
  • Ian Paczek is a portfolio manager in the Quantitative Investments team, which is part of Systematic and Index Investments. His primary responsibility is the management of quantitative Global and European Equity strategies. Ian also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management in 2004, Ian was at JP Morgan Fleming Asset Management as senior quantitative analyst in the International Structured Equity team. He was responsible for backtesting and analysis of investment strategies, and transaction costs and risk modelling. He was previously a member of the financial engineering and business analysis team at Lombard Risk Systems. Ian is a member of the CFA Institute and the Advisory Panel of the Institute for Quantitative Investment Research (INQUIRE).
  • Raccio Jeremy
  • 資歷 8年(2013-10-29 至今)
  • Jeremy Raccio is a portfolio manager in the Quantitative Investments team, which is part of Systematic and Index Investments. His primary responsibility is the management of quantitative US equity strategies. Jeremy also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management, Jeremy was a quantitative analyst in the Quantitative Strategies Group at Credit Suisse Asset Management where he was responsible for the development of quantitative stock selection models, portfolio optimization and implementation, and new product development. Jeremy is a member of the CFA Institute, the New York Society of Security Analysts (NYSSA), and the Chicago Quantitative Alliance (CQA).

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.51%
最高管理費
0.51%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瑞銀證券投資信託股份有限公司
聯絡電話
(02)8758-6938
基金顧問地址
台北市松仁路7號5樓
基金顧問網址
www.ubs.com/taiwanfunds