貝萊德全球智慧數據股票入息基金 A8 多幣別穩定月配息股份-紐西蘭幣避險

7.37紐西蘭幣0(0%)
2023/09/29更新
績效 / 
1月1.55%
3月1.46%
1年14.62%
晨星評等
-

基本資料

基金公司/總代理人
貝萊德證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
紐西蘭幣
基金組別
產業股票 - 其他
基金家族
BlackRock (Luxembourg) SA
公開說明書基準指數
-
晨星組別基準指數
MSCI World High Dividend Yield NR USD
基金規模
7,943.72百萬截至 2023-09-28
年初至今報酬率
6.26%
殖利率
7.42
晨星評等
-
成立日期
2014-10-08

投資策略

以盡量爭取高收入為目標。基金係對於全球進行投資,不受既定的國家或地區限制,基金至少70%之總資產投資於股本證券。基金會使用符合其投資目標之衍生性工具,以產生額外之收入。

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

  • Kayacan Muzo
  • 資歷 1年(2022-08-31 至今)
  • Muzo Kayacan, CFA, Vice President and Portfolio Manager, is a member of the Europe Equities team in the Scientific Active Equity division of BlackRock's Portfolio Management Group. He is responsible for managing the European Alpha Advantage and Long-only Funds.
    Prior to joining Blackrock in 2010, Mr. Kayacan was a Senior Associate Portfolio Manager at AllianceBernstein, where he was responsible for implementing investment decisions in Global Developed and Emerging Markets institutional equity portfolios, as well implementing active and passive currency hedging strategies. From 2005-2007 he completed a graduate training scheme with M&G, followed by a role in the product development team. Before joining M&G he was a futures trader.
    Mr Kayacan earned a bachelors degree in Psychology from Warwick University in 2003. He is a CFA charterholder.
  • Huzzey Andrew
  • 資歷 5年(2019-02-01 至今)
  • Fisher Robert
  • 資歷 10年(2014-02-14 至今)
  • Robert Fisher, CFA, Director and senior portfolio manager, is a member of the European Equities team in the Scientific Active Equity division of BlackRock's Portfolio Management Group. He is responsible for managing Market Neutral strategies.
    Mr. Fisher's service with the firm dates back to 2001, including his years with Barclay's Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he served as a senior portfolio manager within the European Scientific Equity team. Prior to joining BGI, he worked at the Bank of New York, Europe.
    Mr. Fisher earned a masters in aeronautical & astronautical engineering from Southampton University in 1999.

基金費用

最低認購金額
5,000紐西蘭幣
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
0.00%

聯絡資訊

基金投資顧問
貝萊德證券投資信託股份有限公司
聯絡電話
(02)2326-1600
基金顧問地址
台北市大安區敦化南路二段95號28樓
基金顧問網址
www.blackrock.com.tw