聯博-全球核心股票基金S1級別美元

33.85美元0.07(0.21%)
2024/12/04更新
績效 / 
1月2.46%
3月3.75%
1年19.41%
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
全球大型均衡型股票
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
Morningstar Global TME NR USD
基金規模
951.78百萬截至 2024-12-02
年初至今報酬率
14.59%
殖利率
0.00
晨星評等
成立日期
2014-07-17

投資策略

透過資本增長隨時間增加閣下的投資價值。在正常市場狀況下,本基金通常將至少80%的資產投資於世界任何地區(包括新興市場)之公司的股本證券。此等公司可屬任何市值及行業。

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

  • Hansen Rasmus
  • 資歷 8年(2016-07-01 至今)
  • Rasmus Lee Hansen was promoted to Portfolio Manager in 2016, having joined AB in 2014 as a Senior Research Analyst for Global Core Equities. He previously served as a senior research analyst at CPH Capital. Prior to that, Hansen was a research analyst and portfolio manager at BankInvest, where he shared responsibility for the Investment Grade Corporate Bonds fund. He holds both a BSc and an MSc in business administration and management science from Copenhagen Business School, and is a CFA charterholder. Hansen is also an active member of The Danish Society of Financial Analysts and the CFA Society Denmark. Location: Copenhagen
  • Dalgas David
  • 資歷 10年(2014-07-11 至今)
  • David Dalgas joined AB in 2014 and is Co-Chief Investment Officer of Global Core Equity. He previously served as head of equities and CIO at CPH Capital, which he cofounded in 2011. Prior to that, Dalgas was head of equities at BankInvest, where he was responsible for equity portfolios serving global institutional investors. He previously worked in portfolio management and equity research at LD Invest (now known as Maj Invest), WestLB, Amagerbanken and the Central Bank of Denmark. Dalgas holds a BSc in economics and business administration and an MSc in finance and accounting from the Copenhagen Business School, and is a CFA charterholder. Location: Copenhagen
  • Ingemann Klaus
  • 資歷 10年(2014-07-11 至今)
  • Klaus Ingemann joined AB in 2014 as Portfolio Manager and Senior Research Analyst and was promoted to Co-Chief Investment Officer of Global Core Equity in 2018. He previously served as an executive member of the investment board at CPH Capital, which he cofounded in 2011. Prior to that, Ingemann was chief portfolio manager and a member of the investment board at BankInvest. He previously worked as a corporate finance advisor for Carnegie Bank, where he mainly advised on cross-border mergers and acquisitions. Before that, Ingemann spent four years in the finance department at Tele Danmark, where he was primarily involved with developing a value-at-risk management system. He holds a BSc in business administration and an MSc in finance and accounting from the Copenhagen Business School, and is a CFA charterholder. Location: Copenhagen

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
0.60%
最高管理費
0.60%
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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