安聯全球股票基金-P配息類股(歐元)停止銷售

2849.88歐元36.78(1.31%)
2024/03/08更新
績效 / 
1月1.73%
3月8.15%
1年25.24%
晨星評等
-

基本資料

基金公司/總代理人
安聯證券投資信託股份有限公司
註冊地
德國
計價幣別
歐元
基金組別
全球大型增長型股票
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Growth TME NR USD
基金規模
2,139.66百萬截至 2024-03-08
年初至今報酬率
5.29%
殖利率
1.53
晨星評等
-
成立日期
2014-02-21

投資策略

該基金之目標是透過投資於全球股票,以獲取收入及資本增值 。

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

  • Kohls Tobias
  • 資歷 3年(2021-02-01 至今)
  • Tobias Kohls joined the Global Equity team in 2009. He joined the company in 2005 as a member of the Japanese Equities team after having started his career at Dresdner Bank Düsseldorf, where he spent two years in their apprentice banking, finance and securities training program. He is Co-Deputy Portfolio Manager for the International Equity Growth strategy. Mr. Kohls holds a Master of Business Administration (with distinction) from Warwick Business School (2010) as well as a Bachelor's degree in Business Administration from Frankfurt School of Finance & Management (2005). He also spent a semester as a Fulbright scholar at Hawaii Pacific University. He is a CFA charterholder, holds the FRM designation, and completed the AllianzGI GDP program in 2008.
  • Schneider Christian
  • 資歷 7年(2016-11-30 至今)
  • Christian joined the Global Equity Fund Management Team as a portfolio manager in April 2000 and managed also a US Equity strategy until 2002. Since 2020 he is serving as the Deputy CIO of the Global Growth Team. Mr. Schneider began his investment career in June 1996 with DG-Bank as a trainee portfolio manager for one year; and then moved to DG Capital in February 1997 to March 2000 as a Global Equity Portfolio Manager, where he was also responsible for portfolio construction for equity and balanced funds. Mr. Schneider graduated with a Master’s degree in Economics from the University of Giessen and is a CFA charterholder. He also participated in the 2010 / 2011 Allianz Management Program.

基金費用

最低認購金額
3,000,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.08%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw