聯博-亞洲股票基金SD月配級別美元

124美元1.03(0.84%)
2021/03/01更新
績效 / 
1月3.59%
3月15.81%
1年29.88%
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
美元
基金組別
亞洲不包括日本股票
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
MSCI AC Asia Ex Japan NR USD
晨星組別基準指數
MSCI AC Asia Ex Japan NR USD
基金規模
388.11百萬截至 2021-02-26
年初至今報酬率
9.79%
殖利率
5.05
晨星評等
成立日期
2014-04-25

投資策略

亞洲(日本以外)股票基金透過基本面分析和定量分析相結合的綜合性投資程序,判斷預期回報率,尋找估值錯位的股票,旨在從中獲取投資額外回報。我們在深入研究的基礎上,在亞洲地區(日本以外)挑選大約60至100隻交易價格相比長期盈餘潛力有折讓的股票。

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

  • Eyunni Rajeev
  • 資歷 8年(2013-01-31 至今)
  • Rajeev Eyunni has been Portfolio Manager and Director of Research for Asia ex Japan Value Equities since 2013. He joined AB in 2006 as a research analyst covering Asian consumer and healthcare stocks. From 2008 to 2012, Eyunni also served as head of the Global Consumer Sector team. Prior to joining AB, he spent three years with Citigroup Asset Management as a research analyst covering consumer companies. Before that, Eyunni spent six years as a management consultant with McKinsey, working in the firm’s New Delhi, New York and London offices. He holds a BTech in electronics and communication from the Indian Institute of Technology, Madras, and an MBA from the Indian Institute of Management, Ahmedabad. Location: Hong Kong
  • Rae Stuart
  • 資歷 11年(2009-11-30 至今)
  • Stuart Rae has been Chief Investment Officer of Asia-Pacific Value Equities since 2017. Prior to taking on this management responsibility for our Japanese team, he was CIO of Asia-Pacific ex Japan Value Equities from 2006 to 2017, and CIO of Australian Value Equities from 2003 to 2006. Rae joined the firm in 1999 as a research analyst covering the consumer sector, initially working in New York and London before moving to Sydney in 2003 and then Hong Kong in 2006. Previously, he was a management consultant with McKinsey for six years in Australia and the UK. Rae earned a BSc (Hons) in 1987 from

基金費用

最低認購金額
25,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.00%
最高管理費
-
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

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