景順全歐洲企業基金C(美元對沖)股 美元

22.11美元0.2(0.91%)
2024/04/17更新
績效 / 
1月0.36%
3月7.56%
1年5.18%
晨星評等
-

基本資料

基金公司/總代理人
景順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
產業股票 - 其他
基金家族
Invesco Management S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Dev Eur Sml TME NR EUR
基金規模
72.28百萬截至 2024-04-15
年初至今報酬率
4.43%
殖利率
0.00
晨星評等
-
成立日期
2014-10-08

投資策略

該基金的目標,是主要(該基金最少70%的資產淨值)透過一項由任何歐洲股票市場的小型公司組成的投資組合以達致長期資本增值。該基金可偶爾就特別情況(例如復甦股份、收購事項)作出投資,並會(在適當時候)投資東歐新興市場。該基金所投資公司的種類較常規投資組合廣泛,此舉旨在限制其中的風險。

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

  • Oliveros Michael
  • 資歷 1年(2023-07-31 至今)
  • Michael Oliveros joined M&G in June 2011 as an analyst and since 2013 has worked as a manager and deputy manager of various equity strategies, including the Pan European Select Smaller Companies strategy and the Global Select strategy. Michael previously worked at Credit Suisse for six years, three of these as the market strategist and head of custom solutions in the HOLT group. Prior to Credit Suisse, he worked as an investment banking associate at Valuemetrics Advisors and as a management consultant at SCA Consulting. Michael graduated from the University of Illinois at Urbana-Champaign in 1998 with a BS in finance, minoring in technology and management. He is a CFA charterholder.
  • Matthews James
  • 資歷 3年(2020-12-31 至今)
  • James Matthews is a qualified trader on Eurex, OMLX and the International Securities Exchange (ISE) of New York. He joined Spear, Leeds & Kellogg in September 1995 and worked on the London International Financial Futures Exchange. In 1997 he went with Nordic Options Ltd which demerged from Spear, Leeds & Kellogg where he became the senior equity options trader.In June 2000 James Matthews left Nordic and founded 2K Trading Ltd where he has been the Managing Director of the firm and actively participated in and managed the trading activities

基金費用

最低認購金額
1,200,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.00%
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
景順證券投資信託股份有限公司
聯絡電話
(02)8729-9999
基金顧問地址
台北市信義區松智路1號22樓
基金顧問網址
www.invesco.com.tw