安聯歐洲股債增益基金-AT累積類股(歐元)

122.10歐元0.14(0.12%)
2021/07/30更新
績效 / 
1月2.12%
3月3.66%
1年11.23%
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
歐元
基金組別
歐元保守型股債混合
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
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur
基金規模
853.62百萬截至 2021-07-30
年初至今報酬率
6.61%
殖利率
0.00
晨星評等
成立日期
2015-10-27

投資策略

本基金最多 80%資產投資於主要由歐洲國家的政府、市政府、機構、超國家組織、中央、區域或地方機關或公司所發行或保證的附息證券(土耳其與俄羅斯於前述定義中被視為歐洲國家)。另外,本子基金至少 20%、最多不超過 40%的資產,投資於登記營業所設於歐洲國家,或其絕大多數營收及/或獲利來自歐洲國家(土耳其與俄羅斯於前述定義中被視為歐洲國家),或屬於 MSCI 歐洲指數成份股的公司的股票、參與憑證或權證。亦可取得風險特色通常與前述證券連動或與此等資產所屬投資市場連動的指數憑證及其他憑證。

本基金投資政策乃藉由絕大多數投資於歐洲債券及歐洲股票市場,以期創造長期資本增值。

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

  • de Maria Campos Andreas
  • 資歷 1年(2020-12-01 至今)
  • Andreas de Maria Campos is a portfolio manager in the Active Allocation Retail team of Allianz Global Investors Multi Asset Europe. He manages various multi-asset portfolios and develops cross-asset investment strategies. Andreas is co-head of the Tactical Equity Allocation group in the Multi Asset division of fundamental analysis.
    Prior to joining Allianz Global Investors in 2013, he gained practical experience in the asset management and M&A industry. He studied Economics at the Barcelona Graduate School of Economics (MSc), the University of St. Gallen (BA) and the Hong Kong University of Science and Technology.
    Andreas is a CAIA charter holder since 2016 and is a CFA charterholder.
  • Bayer Marcus
  • 資歷 1年(2020-12-01 至今)
  • Marcus Bayer is a Product Specialist in Allianz Global Investors Multi Asset Europe and is responsible for multi asset funds focusing on active asset class allocation and risk management strategies. He joined Allianz Global Investors in August 2015. Before joining the company he worked for more than eight years with UBS Deutschland AG in Frankfurt as a portfolio manager for discretionary mandates of ultra high net worth individuals, foundations and pension funds. Prior to 2007 Marcus was employed for 16 years at Commerzbank Frankfurt and during this time, after graduating, he became a portfolio manager for individual investment management mandates. In 1998 Marcus earned a degree in banking and finance from the Frankfurt School of Finance and Management where he is still involved as lecturer and as a member of the examination board of chamber of commerce and industry.
  • Stahlhacke Marcus
  • 資歷 6年(2015-10-27 至今)
  • Marcus Stahlhacke is Head of Active Allocation Retail in Allianz Global Investors Multi Asset Europe. He joined the company in 1996 as portfolio manager for balanced portfolios. He was Head of Fixed Income / Benchmark Analysis from 1998 for several years before being appointed as Senior Product Advisor of the Product Advisory division in November 2001. From 2005 to 2010 Marcus Stahlhacke was CIO Systematic Multi Asset-Multi Manager and headed the Fund-of-Funds team. Prior to joining the Multi Asset - Active Allocation team in February 2012, Marcus was CIO - Real Estate Private Clients at Allianz Global Investors.Marcus studied at the universities of Frankfurt und Southampton, graduating in Economics (“Diplom-Volkswirt”) and Business Administration (“Diplom-Kaufmann”). Following his graduation, Marcus worked as a research assistant at the University of Frankfurt before moving to a management consultancy firm. Marcus qualified as a CFA charterholder in 2009 and as a Financial Risk Manager (FRM) in 2002. He further qualified as a Chartered Alternative Investment Analyst (CAIA) in 2012.

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.15%
最高管理費
1.15%
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
台北市中山區復興北路378號5-9樓
基金顧問網址
www.allianzgi.com.tw

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