聯博-歐洲股票基金BD月配澳幣避險級別

16.74澳幣0(0%)
2021/06/22更新
績效 / 
1月2.12%
3月6.76%
1年27.83%
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
澳幣
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
MSCI Europe Value NR EUR
基金規模
1,217.87百萬截至 2021-08-03
年初至今報酬率
14.65%
殖利率
3.32
晨星評等
-
成立日期
2014-03-20

投資策略

本基金的投資目標為長期資本增值,擬透過重點投資於投資管理人確定為估值偏低的歐洲公司的股本證券組合,以實現其投資目標。

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

  • Birse Andrew
  • 資歷 5年(2016-03-31 至今)
  • Andrew Birse was appointed Portfolio Manager of European Value Equities in March 2016 and has managed the International Small Cap Equities service since its inception in 2014. He is also a Senior Research Analyst. Prior to joining the firm as a research analyst in 2010, Birse spent seven years in the Corporate Finance Group at McKinsey & Company, working in the firm’s London, Sydney and Auckland offices. He holds a BCom (Hons) in finance and a BA in history and economics from the University of Auckland, and an MSc in economics and philosophy from the London School of Economics. Location: London
  • Ali Tawhid
  • 資歷 9年(2012-01-01 至今)
  • Tawhid Ali was appointed Portfolio Manager of Global and International Value Equities in March 2016 and has also been Portfolio Manager for Global Research Insights since May 2016. Mr. Ali has also served as Chief Investment Officer of European Value Equities since 2012 and became the division's Director of Research in 2008. Ali was previously a research analyst covering retail and leisure stocks in Europe. Prior to joining the firm in 2003, he worked in the New York and London offices of McKinsey as an engagement manager. Ali holds an AB from Harvard University and an MBA from the University of Chicago.

基金費用

最低認購金額
2,000澳幣
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
4.00%

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