資本集團歐洲成長及收益基金(盧森堡) Bh (美元)

36.5美元0.71(1.91%)
2021/02/26更新
績效 / 
1月2.03%
3月5.68%
1年2.37%
晨星評等
-

基本資料

基金公司/總代理人
中租證券投資顧問股份有限公司
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
Capital International Management Company Sàrl
公開說明書基準指數
MSCI Europe NR EUR
晨星組別基準指數
MSCI Europe NR EUR
基金規模
228.74百萬截至 2021-02-26
年初至今報酬率
2.73%
殖利率
0.00
晨星評等
-
成立日期
2015-04-14

投資策略

透過主要投資於在歐洲國家註冊及/或主要營業地點位於歐洲國家的發行人的上市股票,達到長期資本增值和賺取收益的目標。保本亦是首要目標。基金亦可購買非上市證券,惟須受到“一般投資指引及限製”的相關條文所規限。

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

  • Lyckeus Jesper
  • 資歷 1年(2019-10-01 至今)
  • Jesper Lyckeus is an equity portfolio manager at Capital Group. He has 22 years of investment experience and has been with Capital Group for 21 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. and global telecom equipment, European capital goods, electronics and semiconductor companies, along with Scandinavian companies. Prior to joining Capital, Jesper was a senior consultant for Bossard Consultants in Sweden. He holds an MBA from INSEAD, France, and a bachelor’s degree in economics and business administration from the Stockholm School of Economics, Sweden. Jesper is based in London.
  • Randall Caroline
  • 資歷 4年(2017-01-01 至今)
  • Caroline Randall is a portfolio manager at Capital Group. As an equity investment analyst she covers European utilities companies. She has over 20 years of investment experience and has been with Capital Group since 2006. Earlier in her career at Capital, she also covered European transportation companies. Prior to joining Capital, she was head of European utilities research at J.P. Morgan. Before that, she was an analyst with Schroder Securities and an associate in investment banking at Deutsche Bank. She holds both a master’s and bachelor’s degree in economics from the University of Cambridge. Caroline is based in London.
  • Riley David
  • 資歷 8年(2013-02-01 至今)
  • David M. Riley is an equity portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, David covered European and Latin American telecommunication companies and European media companies. David holds an MBA from Harvard Business School and a bachelor’s degree in electronics from the University of Southampton in England. He is also a Licentiate of London and Guildhall Schools of Music. David is based in London.

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
1.50%
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
中租證券投資顧問股份有限公司
聯絡電話
(02)7708-8888
基金顧問地址
台北市忠孝西路一段66號33樓
基金顧問網址
www.ezfunds.com.tw