聯博-全球多元收益基金A級別美元

19.32美元0.02(0.1%)
2024/06/13更新
績效 / 
1月1.9%
3月2.12%
1年14.27%
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
美元平衡型股債混合
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 EAA USD Mod Tgt Alloc NR USD
基金規模
1,269.95百萬截至 2024-06-11
年初至今報酬率
5.41%
殖利率
0.00
晨星評等
成立日期
2014-12-11

投資策略

目標 透過結合收益及資本增長(總回報)隨時間增加閣下的投資價值。在正常市場狀況下,本基金通常投資於世界任何地區(包括新興市場)的政府及企業發行人之股本證券及任何信貸質素的債務證券。本基金可對下列資產類別進行投資或作出投資參與,最高資產百分比如下所示:

• 低於投資級別的債務證券:30%

• 結構性產品,例如:資產及按揭抵押證券(ABS/MBS)及抵押債務證券:20%

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

  • Malik Fahd
  • 資歷 2年(2022-11-30 至今)
  • Fahd Malik is a Portfolio Manager on the fixed income team, focusing primarily on Income Strategies. Prior to taking on this role, he served as a portfolio manager for AB’s Absolute Return fund. Malik joined the firm in 2006 and has extensive experience in systematic, market neutral, risk-mitigating and derivative strategies. He holds a BS in electrical and computer engineering from The Cooper Union for the Advancement of Science and Art and an MS in mathematics in finance from the Courant Institute of Mathematical Sciences at New York University. Location: New York
  • Watkin Karen
  • 資歷 6年(2018-01-01 至今)
  • Karen Watkin is a Senior Vice President and Portfolio Manager for the Multi-Asset Solutions business in EMEA. Along with being Portfolio Manager for the All Market Income Portfolio, she is responsible for the development and management of multi-asset portfolios for a range of clients. From 2008 to 2011, Watkin was portfolio manager for the Index Strategies Group, responsible for the development and management of AB’s custom index strategies for institutional clients in EMEA. She joined the firm in 2003, after spending three years as a management consultant in the Capital Markets Group at Accenture. Watkin holds a BA in economics with European study from the University of Exeter and is a CFA charterholder.
  • Loewy Daniel
  • 資歷 20年(2004-11-02 至今)
  • Mr. Loewy is Chief Investment Officer and Head of Multi-Asset Solutions at AllianceBernstein. In addition, Mr. Loewy is Chief Investment Officer for Dynamic Asset Allocation and is a member of the Real Asset Investment Policy Group and Target Date Investment Oversight team at AllianceBernstein. Mr. Loewy has been with AllianceBernstein since 1996. He holds a Bachelor of Science degree in Industrial and Labor Relations from Cornell University and a Master of Business Administration from Columbia University. He is a CFA charterholder.

基金費用

最低認購金額
2,000美元
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
-

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