施羅德環球基金系列-英國股票(美元避險)A-累積

9.30美元0.02(0.16%)
2021/06/23更新
績效 / 
1月0.9%
3月3.82%
1年21.95%
晨星評等
-

基本資料

基金公司/總代理人
施羅德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
Schroder Investment Management (Europe) S.A.
公開說明書基準指數
-
晨星組別基準指數
FTSE AllSh TR GBP
基金規模
119.79百萬截至 2021-06-22
年初至今報酬率
12.29%
殖利率
0.00
晨星評等
-
成立日期
2014-02-19

投資策略

投資於英國股票,以分散投資方式創造均衡投資組合。

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

  • Casey Bill
  • 資歷 0年(2021-05-01 至今)
  • Bill Casey is a Portfolio Manager at Schroders, UK and European equity portfolio manager. Involved in investment research and portfolio management on the UK Alpha Plus Fund. I joined Schroders from Janus Henderson in February 2018. He joined Schroders in 2018 and is based in London.
    
    Bill was a Portfolio Manager / Analyst at Janus Henderson from 2012 to 2018, which involved.
    
    Qualifications: CFA Charterholder; BSc Business Management Dublin Institute of Technology Aungier Street.
  • Kissack Nick
  • 資歷 0年(2021-05-01 至今)
  • Nicholas Kissack is a Portfolio Manager at Schroders, on the UK Alpha Plus fund. Joined Schroders in February 2018 from Janus Henderson. Nick was a Portfolio Manager at Janus Henderson from 2014-2018. Nick is a CFA Charterholder and has a BSc in Economics & Finance from the University of York. He joined Schroders in 2018 and is based in London.
    
    Nicholas was a Portfolio Manager at Janus Henderson from 2014 to 2018, involved in Pan-European long-only and long-short funds.
    
    Qualifications: CFA Charterholder; BSc in Economics & Finance from University of York.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.25%
最高管理費
1.25%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
施羅德證券投資信託股份有限公司
聯絡電話
(02)2722-1868
基金顧問地址
台北市信義路5段108號9樓
基金顧問網址
www.schroders.com.tw