安聯全球高息股票基金-AMg穩定月收總收益類股(美元)

11.40美元0.07(0.59%)
2024/04/25更新
績效 / 
1月2.26%
3月2.3%
1年14.65%
晨星評等
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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
全球股票收益
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
Morningstar Gbl High Div Yld NR USD
基金規模
47.94百萬截至 2024-04-25
年初至今報酬率
1.96%
殖利率
2.64
晨星評等
-
成立日期
2015-10-13

投資策略

本附屬基金的投資目標,乃主要透過環球股票市場上預計可持續獲得派息的投資項目,以達致長期資本增值。

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

  • Cheng Grant
  • 資歷 1年(2023-07-01 至今)
  • Grant Yun Cheng re-joined Allianz Global Investors in July 2013. At AGI, he was initially the lead PM for various Emerging Markets Equity products such as Emerging Markets Equity and Emerging Markets Dividend. Grant is part of the European Equity Dividend and Value team. He is the portfolio manager of the Global Dividend strategy and is deeply involved in the investment process of dividend and value strategies of the firm and remains as a key contributor of Asia / EM inputs for AGI’s investment platform in Europe. Prior to re-joining AGI, Grant headed the Emerging Market / Asia Equity Team of Union Investment between 2007 and 2013. Grant is CFA charter-holder and has a MA in Economics from Fudan University, China.
  • Bishop Julian
  • 資歷 1年(2023-07-01 至今)
  • Hirschen Kai
  • 資歷 2年(2022-07-25 至今)
  • Mr. Hirschen is a portfolio manager with Allianz Global Investors, which he joined in 2009. He is a member of the Systematic Equity team and manages High Dividend Global mandates, including enhanced dividend strategies with an option overlay. Mr. Hirschen. He previously worked for a leading international consultancy in risk management and risk modeling. Mr. Hirschen has a master’s degree in mathematics from the University of Hannover, Germany, a master’s degree in finance and accounting from the University of Frankfurt, Germany, and a doctorate from the University of Darmstadt, Germany. He is a CFA charterholder and a CAIA charterholder, and holds the Financial Risk Manager designation.

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
1.80%
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