聯博-全球多元收益基金I級別美元

20.25美元0.06(0.3%)
2021/07/29更新
績效 / 
1月0.75%
3月2.96%
1年15.37%
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
Cat 50%Barclays US Agg TR&50%FTSE Wld TR
基金規模
1,419.52百萬截至 2021-07-28
年初至今報酬率
5.98%
殖利率
0.00
晨星評等
成立日期
2014-12-11

投資策略

環球保守策略基金投資於股本及定息證券基金,對象是有意投資價值波幅與定息相若且相關風險極為分散的基金,並尋求機會取得股本回報的投資者。

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

  • Masters Seth
  • 資歷 17年(2004-11-02 至今)
  • "Chief Investment Officer—Blend Strategies and Defined Contribution 
    
    Seth Masters is Chief Investment Officer of Blend Strategies and Defined Contribution (DC) and a Partner at AllianceBernstein. He became CIO of Blend Strategies in 2002 and launched a range of style-blended and asset-allocation services that have since become a significant portion of the firm’s assets. In June 2008, Masters was appointed to head AllianceBernstein’s newly formed DC business unit. He is also responsible for overseeing research on dynamic asset allocation, inflation protection and risk-mitigation strategies. From 1994 to 2002, Masters was CIO of Emerging Markets Value Equities. He joined Bernstein in 1991 as a research analyst covering global financial firms. Over the years, Masters has published numerous articles, including “Is There a Better Way to Rebalance?”; “After the Fall: The Case for Emerging Markets Revisited”; and “The Future of Defined Contribution Pension Plans.” Prior to Bernstein, he worked as a senior associate at Booz, Allen & Hamilton from 1986 to 1990 and taught economics in China from 1983 to 1985. Masters earned a BA from Princeton University and an MPhil in economics from Oxford University. Location: New York.
    "

基金費用

最低認購金額
1,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.70%
最高管理費
0.70%
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