荷寶資本成長基金-荷寶歐洲低波動股票M美元

140.87美元0.77(0.55%)
2024/07/22更新
績效 / 
1月2.38%
3月6.3%
1年9.03%
晨星評等

基本資料

基金公司/總代理人
野村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
歐洲大型均衡型股票
基金家族
Robeco Institutional Asset Management BV
公開說明書基準指數
-
晨星組別基準指數
Morningstar DM Eur TME NR EUR
基金規模
494.70百萬截至 2024-07-22
年初至今報酬率
6.27%
殖利率
0.00
晨星評等
成立日期
2014-10-08

投資策略

本基金主要投資於股價波動較歐洲股票平均為低的歐洲市場之公司所發行之股票。

本子基金將以最少三分之二的總資產投資於註冊辦事處設於歐洲,或在該等歐洲進行其主要經濟活動之公司的股票。本基金採保守立場專注投資於低波動之股票,以達長期資本增值之目標。

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

  • Klep Arnoud
  • 資歷 9年(2016-01-01 至今)
  • Mr. Klep joined Robeco Institutional Asset Management B.V. in 2001 and serves as a Portfolio Manager within the Conservative Equities Team. His responsibility is RIAM BV’s low-volatility strategy ‘conservative equities’. One of his areas of expertise is sustainability integration within quantitative equities. Previously Mr. Klep was Head of Structured Investments with RIAM BV, managing various quantitative investment strategies. Mr. Klep began his investment career in the RIAM BV Quantitative Research department in 2001.
  • Mosselaar Jan Sytze
  • 資歷 10年(2014-07-01 至今)
  • Mr. Mosselaar joined Robeco Institutional Asset Management B.V. in 2004 and is a Portfolio Manager within the Conservative Equities Team. His responsibility is RIAM BV’s low-volatility strategy ‘conservative equities’. He started his investment career in 2004 at RIAM BV and worked for 10 years as a Senior Portfolio Manager in the RIAM BV Asset Allocation department, managing multi-asset allocation funds, quant allocation funds and fiduciary pension mandates. He was also part of RIAM BV’s Asset Allocation Committee.
  • Polfliet Maarten
  • 資歷 11年(2014-01-01 至今)
  • Mr. Polfliet joined RIAM BV in 2005 and is a Portfolio Manager within the Conservative Equities Team. Until March 2017, his responsibilities were RIAM BV’s quant value strategy and conservative equities strategy. Since then, he is fully dedicated to the conservative equities strategy. Previously, Mr. Polfliet was a Client Portfolio Manager within quantitative equities at RIAM BV. Prior to joining RIAM BV, he worked at Bank Insinger de Beaufort as a Portfolio Manager for its Dutch Equity Fund. Mr. Polfliet began his investment career as a Portfolio Manager for private and institutional clients at SNS Bank Nederland in 1999.

基金費用

最低認購金額
1Shares
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
0.00%

聯絡資訊

基金投資顧問
野村證券投資信託股份有限公司
聯絡電話
(02)8758-1568
基金顧問地址
台北市信義路五段7號30樓
基金顧問網址
www.nomurafunds.com.tw