聯博-日本策略價值基金AD月配紐幣避險級別

20.73紐西蘭幣0.1(0.48%)
2024/05/24更新
績效 / 
1月0.11%
3月2.98%
1年29.82%
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
紐西蘭幣
基金組別
產業股票 - 其他
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
Morningstar Japan TME NR JPY
基金規模
84.44百萬截至 2024-05-23
年初至今報酬率
16.38%
殖利率
6.34
晨星評等
-
成立日期
2014-01-30

投資策略

本基金的投資目標是透過投資於投資管理人確定為估值偏低的日本公司的股本證券組合以尋求長期資本增值。就此而言,「日本公司」指(i)於日本註冊或成立、或(ii)於日本成立並進產業務活動,或(iii)於日本從事最重要部分經濟活動的公司。

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

  • Moreau Justin
  • 資歷 0年(2024-03-31 至今)
  • Justin Moreau 
    
    Portfolio Manager—Global and International Value Equities; Senior Research Analyst—Value Equities 
    
    Justin Moreau was appointed Portfolio Manager of Global and International Value Equities in November 2022. He is also a Senior Research Analyst responsible for US communications services companies for the Value Equities Group. Previously, Moreau has covered financial companies in the US and communications services companies in Europe and Latin America. Prior to joining AB in 2013, he worked as a trader at Titan Capital Group. Moreau holds a BSBA with a concentration in finance from The University of North Carolina at Chapel Hill, and an MBA from Columbia Business School, where he was a member of the Value Investing Program. Location: Nashville
  • Horikawa Atsushi
  • 資歷 12年(2012-01-01 至今)
  • Atsushi Horikawa was appointed Director of Research of Japan Value Equities in 2013 (title changed to Portfolio Manager from March 2016). He served as codirector of research of Japan Value Equities from 2012 to 2013. Horikawa joined the firm in 2000 as a research analyst, and was named senior research analyst in 2002. His research experience includes coverage of financials, industrial commodities, capital equipment, consumer cyclicals and consumer staples. Previously, Horikawa worked at Sakura Bank as a business-planning executive. He earned a BA in law from the University of Tokyo and an MBA from Harvard University, and is a Chartered Member of the Securities Analysts Association of Japan. Location: Tokyo

基金費用

最低認購金額
3,000紐西蘭幣
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.50%
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