法巴消費創新股票基金C(美元)

302.40美元2.61(0.87%)
2023/06/06更新
績效 / 
1月0.26%
3月2.05%
1年4.94%
晨星評等

基本資料

基金公司/總代理人
法銀巴黎證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
產業股票 - 消費品及服務
基金家族
BNP Paribas Asset Management Luxembourg
公開說明書基準指數
-
晨星組別基準指數
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
基金規模
1,033.21百萬截至 2023-06-02
年初至今報酬率
13.76%
殖利率
0.00
晨星評等
成立日期
2015-01-23

投資策略

此子基金主要投资于全球基本消费品、休闲和媒体行业内国际大公司的股票。这些公司可包括媒体、酒店、餐饮、休闲、家用消费品、零售、批发、汽车、汽车配件、纺织品、服装,及软体公司。此基金的管理遵循自下而上的投资方法,即在选择股票时,强调首先分析每种股票的具体特点。基金经理基于全球主要消费品行业内的股票分类进行股票选择。基金经理的职责为构建呈现出良好的风险/收益比率的分散化股票投资组合。若有利的投资机会出现,此基金亦可投资于其他金融工具。

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

  • Dailey Geoffry
  • 資歷 10年(2013-05-24 至今)
  • Geoff manages the team’s investments in the energy and financials sectors. Geoff has spent his investment career as an analyst and portfolio manager covering multiple sectors and market caps. Previously, Geoff was an Associate Portfolio Manager with Pioneer Investments . Earlier in his career, he worked in the equity research department of Eaton Vance, with a specific focus on financials and energy. A member of the CFA Institute and the Boston Security Analysts Society, Inc., Geoff is a CFA charterholder. He earned his B.A. from Wesleyan University and hi s M.B.A. from the Yale School of Management.
  • Woo Pamela
  • 資歷 10年(2013-05-24 至今)
  • Pamela is the Head of the US Equities team at BNP Paribas Asset Management. Pamela was a Portfolio Manager and Analyst focusing on Consumer Discretionary before becoming the head of team in 2013. She joined us in 2004 and is based in Boston.
    
    Pamela is the most experienced and longest tenured member of the team. Prior to her current responsibilities, Pamela was Portfolio Manager for Consumer Discretionary. Prior to joining us, she was Vice President, Senior Equity Analyst and Global Sector Manager at Wellington Management. During her time there, she had specific responsibility for global consumer stocks. Prior to that, she was a Vice President, Equity Analyst at Evergreen Investments, and a Vice President, Industry Analyst at Merrill Lynch. She began her career as a Senior Tax Associate at Coopers & Lybrand in 1988.
    
    Pamela has over 25 years of investment experience. She earned her BS from the University of California, Berkeley and her MBA from Harvard Business School.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
法銀巴黎證券投資顧問股份有限公司
聯絡電話
(02)7718-8188
基金顧問地址
台北市信義路五段7 號71 樓之1
基金顧問網址
www.bnpparibas-ip.com.tw