聯博-聚焦全球股票基金A級別美元

38.27美元0.57(1.51%)
2021/10/14更新
績效 / 
1月2.62%
3月0.29%
1年23.13%
晨星評等

基本資料

基金公司/總代理人
聯博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
全球大型增長型股票
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
MSCI World Growth NR USD
基金規模
711.15百萬截至 2021-10-14
年初至今報酬率
12.79%
殖利率
0.00
晨星評等
成立日期
2013-12-23

投資策略

该基金的投資目標為尋求長線資本增值。

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

  • Chakrabarti Dev
  • 資歷 8年(2013-12-23 至今)
  • Dev Chakrabarti is a Portfolio Manager/Senior Research Analyst for Concentrated Global Growth. Prior to joining AB in December 2013, he was a portfolio manager/analyst on the global equity research and portfolio-management team at WPS Advisors. Chakrabarti joined W.P. Stewart in 2005 as a member of the European equity research and portfolio-management team, and moved to New York in 2008 to focus on global portfolios. Earlier in his career, he worked as an M&A analyst at Merrill Lynch, a financial analyst at Unilever and an equity analyst at J.P. Morgan Securities, where he specialized in European technology stocks. Chakrabarti holds a BSc (Hons) in economics from the University of Bristol and an MSc in finance from London Business School. Location: London
  • Phelps Mark
  • 資歷 8年(2013-12-23 至今)
  • Mark Phelps is Chief Investment Officer of Concentrated Global Growth. Prior to joining AB in December 2013, he was president and managing director of Global Investments at W.P. Stewart & Co. From September 2008 to June 2013, Phelps also served as W.P. Stewart’s chief executive officer. He originally joined W.P. Stewart & Co. (Europe) in February 2005 as a global portfolio manager. Prior to that, Phelps held senior positions with the Kleinwort Benson/Dresdner Bank organization in London and San Francisco, most recently serving as CIO for Global Equities at Dresdner RCM in San Francisco.

基金費用

最低認購金額
15,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.70%
最高管理費
1.70%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw