Stewart Investors Worldwide Leaders Sustainability Fund

美元(0%)
更新
績效 / 
1月10.73%
3月1.9%
1年16.29%
晨星評等
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基本資料

基金公司/總代理人
國泰證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
全球大型增長型股票
基金家族
First Sentier Investors (Hong Kong) Limited
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
55.21百萬截至 2022-11-24
年初至今報酬率
17.61%
殖利率
0.00
晨星評等
-
成立日期
2018-02-05

投資策略

暫無投資策略資料

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

  • Gait David
  • 資歷 1年(2021-09-01 至今)
  • David Gait is Head of the Sustainable Funds Group and a Portfolio Manager. He sits on the Stewart Investors Board. David joined the team as a graduate in 1997. He is lead manager of Asia Pacific Leaders Sustainability and Asia Pacific Sustainability strategies, as well as Pacific Assets Trust. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.
  • Reddy Sashi
  • 資歷 1年(2021-09-01 至今)
  • Sashi Reddy is a Portfolio Manager with the Sustainable Funds Group at Stewart Investors. He joined the team in August 2007. Sashi is lead manager of the Worldwide Leaders Sustainability strategy and the Indian Subcontinent Sustainability strategy. Previously, he worked at Irevna Research, an Indian equities research house from 2005 to 2007. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.
  • Gundu Mohan
  • 資歷 5年(2017-08-21 至今)

基金費用

最低認購金額
500,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/