安聯歐洲成長精選基金-AT累積類股(美元避險)

17.75美元0.15(0.88%)
2023/12/01更新
績效 / 
1月13.16%
3月2.92%
1年9.81%
晨星評等
-

基本資料

基金公司/總代理人
安聯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
產業股票 - 其他
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe Growth NR EUR
基金規模
995.85百萬截至 2023-12-01
年初至今報酬率
15.91%
殖利率
0.00
晨星評等
-
成立日期
2015-03-13

投資策略

投資於歐洲股票市場,並專注於大市值公司增長股,以達致長期資本增值。本附屬基金最少將75%的資產投資於企業發行的股票(包括分紅憑證),並專注於大市值公司增長股,有關企業的註冊辦事處設於符合法國股票儲蓄計劃資格的歐盟成員國及╱或歐洲經濟區成員國。本附屬基金最多可將25%的資產投資於上文所述以外的股票。

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

  • Hildebrand Andreas
  • 資歷 3年(2020-05-12 至今)
  • Andreas Hildebrand is a Portfolio Manager and Director with Allianz Global Investors, which he joined in 2007. He is Lead Portfolio Manager for the Euroland Equity Growth strategy, Deputy Portfolio Manager for the Europe Equity Growth Select strategy, and became Co-Deputy Portfolio Manager of the Global Equity Growth strategy in 2020. Andreas previously worked in the firm’s Equity Research department, covering European Healthcare. He has 12 years of investment industry experience. Andreas has a Master’s degree in Economics from Ludwig Maximilians University, Munich, with additional studies at University Libre de Bruxelles and Solvay Business School. He is a CFA charterholder.
  • Trombello Giovanni
  • 資歷 3年(2020-05-12 至今)
  • Giovanni Trombello is a Portfolio Manager and Director with Allianz Global Investors, which he joined in 2009. He is Co-Lead Portfolio Manager of the Europe Equity Growth Select strategy. Mr. Trombello was previously a Senior Research Analyst within the European Consumer team, covering the food, beverage and tobacco sectors, and also managed the Allianz Deluxe consumer sector fund between 2006 and 2016. Mr. Trombello has 20 years of investment industry experience. He previously worked at Cominvest, where he also covered consumer sectors. He has a Master’s degree in international taxation and finance from the University of Mannheim. Mr. Trombello is also a CFA charterholder and holds the DVFA/Certified European Financial Analyst (CEFA) designation.
  • Winkelmann Thorsten
  • 資歷 11年(2013-05-02 至今)
  • Thorsten Winkelmann is a Senior Portfolio Manager and a Managing Director with AllianzGI, which he joined in 2001. As a member of the European Equities team, he is Leader of the Growth Investment Style team and the Lead Portfolio Manager of the Europe Equity Growth strategies. Mr. Winkelmann was previously a Portfolio Manager with the European Equity Core team and the Multi-Asset team, where he was responsible for managing the equity portions of European balanced products. He still manages the equity portions of Kapital Plus, one of AllianzGI’s flagship products, and Azioni. Mr. Winkelmann has a Master’s degree in Economics from the University of Bonn.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.80%
最高管理費
1.80%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw