鋒裕匯理長鷹多重資產基金 FA-C

164.94澳幣0.22(0.13%)
2023/03/30更新
績效 / 
1月2.17%
3月6%
1年4.97%
晨星評等

基本資料

基金公司/總代理人
鋒裕匯理證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
澳幣
基金組別
美元積極型股債混合
基金家族
Amundi Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
Cat 25%Barclays US Agg TR&75%FTSE Wld TR
基金規模
8,223.35百萬截至 2023-03-30
年初至今報酬率
6.00%
殖利率
0.00
晨星評等
成立日期
2014-11-17

投資策略

子基金尋求透過投資多元化的資產種類及價值法策略,提供投資人資本增長。

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

  • Albertini Julian
  • 資歷 5年(2018-03-01 至今)
  • Julien Albertini is portfolio manager of the Global Value, Global Equity, Global Income Builder and US Dividend Equity strategies, as well as a senior research analyst on the Global Value team covering beverages, healthcare and commercial services. Prior to joining First Eagle in April 2013, Julien worked as a global equity research analyst for Tiger Veda LP, a long/short equity hedge fund based in New York. Previously, he was a research analyst with Generation Investment Management in London. Julien began his career in 2003 in the investment banking division of Banque Rothschild in Paris subs
  • Brooker Kimball
  • 資歷 14年(2008-09-08 至今)
  • Kimball is Deputy Head of the Global Value team and a portfolio manager for the First Eagle Global Value and International Value strategies with Matt McLennan and Abhay Deshpande. He joined First Eagle’s Global Value team in 2009 as a senior research analyst covering banks, commercial services, financial services and holding companies. Kimball began his career in 1992 as a financial analyst at Lazard Frères & Co. From there, he joined J.P. Morgan as an associate in the Investment Banking Department’s billion-dollar Corsair private equity funds. In 1998, Kimball returned to J.P. Morgan after finishing his M.B.A. He was named Chief Investment Officer of the Corsair Funds and managing director in 2005. In 2006, Corsair successfully completed a spin-off from J.P. Morgan with nearly $3 billion under management. Kimball received his B.A. from Yale University and his MBA from Harvard University.
  • McLennan Matthew
  • 資歷 14年(2008-09-08 至今)
  • Matthew McLennan is Co-Head of the First Eagle Global Value team and a Portfolio Manager of the Global Value, International Value and Gold Strategies.
    Mr. McLennan joined First Eagle Investment Management, LLC in September 2008 after having held various senior positions with Goldman Sachs Asset Management in London and New York. At Goldman Sachs Asset Management (GSAM) in London, he served as co-portfolio manager of Global Equity Partners, a group he founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. The portfolio used a value-driven approach with an absolute return focus that emphasized low turnover and resilience in distressed environments.
    Mr. McLennan started his career with Queensland Investment Corporation (Australia) in 1991, where he eventually managed over one billion dollars in international equity portfolios. 
    In 1994, he joined Goldman Sachs in Sydney before moving to New York to GSAM’s U.S. Value team as a small cap research analyst. In 1997, he was appointed portfolio manager, and at the end of 1998, senior portfolio manager and co-portfolio manager, of the U.S. Small Cap Value and U.S. Mid Cap Value strategies. In 2001, Matt co-founded and was named Equity Chief Investment Officer of the Investment Strategy Group for Goldman’s private wealth management business and in 2002 was named a managing director of the firm. 
    Born in Rabaul, Papua New Guinea, Mr. McLennan grew up in Queensland, Australia and received his Bachelor of Commerce with first-class honors from the University of Queensland. He is a member of the Executive Committee of the Leadership Council of the Harvard School of Public Health, he serves as a member of the Board of Directors for the Foundation of the University of Queensland in America and on the Global Advisory Board of Advance, the leading network of expatriate Australian professionals. He also serves on the Trinity School Board of Trustees where he is as a member of the Investment and Education Committees. Matt holds the Chartered Financial Analyst (CFA) designation.

基金費用

最低認購金額
0澳幣
申購手續費
-
保管費
-
分銷費
1.00%
管理費
2.00%
最高管理費
2.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
鋒裕匯理證券投資信託股份有限公司
聯絡電話
(02)8101-0696
基金顧問地址
台北市信義區信義路5段7號32樓之一
基金顧問網址
investments.miraeasset.com.tw