資本集團新視野基金(盧森堡) Bgd (美元)

20.48美元0.06(0.29%)
2024/05/28更新
績效 / 
1月4.01%
3月3.84%
1年20.63%
晨星評等
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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
全球大型增長型股票
基金家族
Capital International Management Company Sàrl
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Growth TME NR USD
基金規模
14,027.95百萬截至 2024-05-28
年初至今報酬率
9.33%
殖利率
1.44
晨星評等
-
成立日期
2015-10-30

投資策略

基金旨在透過投資於世界各地(可包括新興市場)公司的普通股,以達致資本長期增長。

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

  • Peterson Anne-Marie
  • 資歷 1年(2023-11-01 至今)
  • Anne-Marie Peterson is an equity portfolio manager at Capital Group. She has 29 years of investment industry experience and has been with Capital Group for 19 years. Earlier in her career at Capital, she was an equity investment analyst covering U.S. retail and restaurants. Prior to joining Capital, she was a partner and research analyst for Thomas Weisel Partners and before that, she was a research associate at Montgomery Securities. She holds a bachelor's degree in economics from the University of California, Irvine. She also holds the Chartered Financial Analyst® designation. Anne-Marie is based in San Francisco.
  • Higashi Kohei
  • 資歷 1年(2023-11-01 至今)
  • Kohei Higashi is an equity portfolio manager at Capital Group. As an equity investment analyst, he has research responsibility for electrical equipment, industrial conglomerates, machinery, consumer products, retail and textiles & apparel in Japan. He has 27 years of investment experience and has been with Capital Group for 19 years. Earlier in his career at Capital, he covered Japanese photographic products and office electronics, as well as Asian and European automobile manufacturers. Prior to joining Capital, he was a senior crude oil trader at Mitsubishi Corp. He holds an MBA from Harvard Business School and a bachelor’s degree from the University of Tsukuba in Japan. Kohei is based in Los Angeles.
  • Collette Patrice
  • 資歷 2年(2021-12-01 至今)
  • Patrice Collette is an equity portfolio manager at Capital Group. He has 28 years of investment experience and has been with Capital Group for 23 years. Earlier in his career at Capital, Patrice was an equity investment analyst and covered health care supplies, devices and service companies, as well as chemicals and insurance companies for Europe. Prior to joining Capital, he worked at two private banking firms, Lombard Odier & Cie and Banque Syz & Co. He holds an MBA from INSEAD, France, and holds degrees from the Graduate Institute of International Studies in Geneva and from the Universities of Lausanne and Geneva. He also holds the Chartered Financial Analyst® designation. Patrice is based in Luxembourg.

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
-
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