安聯美國多元投資風格股票基金-IT累積類股(歐元)

1829.05歐元3.61(0.2%)
2021/05/12更新
績效 / 
1月1.57%
3月6.22%
1年25.79%
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
美國大型均衡型股票
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
Russell 1000 TR USD
基金規模
3,160.49百萬截至 2021-05-07
年初至今報酬率
13.94%
殖利率
0.00
晨星評等
成立日期
2015-11-13

投資策略

本基金主要投資於設立於美國之企業股票。亦包含風險特色與前述資產,或與這些資產所屬的投資市場連動之企業股票認股權證、指數憑證及股票憑證。

本子基金之投資政策主要透過投資美國股票市場部位,以創造長期資本增值。基金經理採結合基本面分析及計量式風險管理來選擇證券。於此程序,依不同之投資風格取向,就個別證券進行分析、評價及挑選。於此架構及依市場情況,基金經理得專注於一或多個不同投資風格取向或使投資風格之取向廣泛多樣化。本子基金最少得將70%之資產投資於設立於美國之企業股票。投資於上述以外的股票、認股權證、指數憑證及股票憑證,最多不得超過基金資產的20%。此外,投資於貨幣市場基金或股票基金及/或絕對報酬基金的可轉讓有價證券集合投資計劃(UCITS)或集合投資計劃(UCI),則不得超過10%

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

  • Niemann Karsten
  • 資歷 6年(2015-10-20 至今)
  • Karsten Niemann is a portfolio manager in the Systematic Equity team. He manages Best Styles Europe Equity as well as European High Dividend mandates with more than USD 9bn assets under management. 
    
    He joined the company in 1998 as a quantitative analyst. In his capacity as portfolio manager he as well successfully managed Best Styles Global and Best Styles Euroland products. 
    Karsten obtained a master’s degree in economics from the University of Bonn, Germany. He has been a CFA charterholder since 2001.
  • Heldmann Michael
  • 資歷 6年(2015-10-20 至今)
  • Mr. Heldmann is a senior portfolio manager, a director and Head of Best Styles North America with Allianz Global Investors, which he joined in 2007. He is responsible for developing the Best Styles US Equity team while building on its research capabilities. Mr. Heldmann previously managed Best Styles Emerging Markets and Best Styles Europe Equity products. Before joining the firm, Mr. Heldmann worked for the international laboratory CERN in Geneva, Switzerland, as a particle physics researcher. He has a master’s degree in physics from the University of Mainz, Germany, and a Ph.D. from the University of Freiburg, Germany. Mr. Heldmann is a CFA charterholder.
  • Ramesh Rohit
  • 資歷 6年(2015-10-20 至今)
  • Mr. Ramesh is a portfolio manager with Allianz Global Investors, which he joined in 2007. He is a member of the Systematic Equity team and manages Best Styles Global mandates. Mr. Ramesh was previously a member of the firm’s Asia Pacific team, focusing on emerging-market companies, and also managed the Best Styles Emerging Markets Equity mandates. Before joining the firm, he worked at DaimlerChrysler Asia Pacific in Singapore as an emerging-markets analyst. Mr. Ramesh has a bachelor’s degree in finance and accounting from the University of Bombay; a master’s degree in economics and management from the National University of Singapore; and a master’s degree in economics and public policy from the University of Pune, India.

基金費用

最低認購金額
15,000,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
0.70%
最高管理費
0.70%
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