PGIM全球精選不動產證券基金I美元累積型

141.32美元1.49(1.04%)
2024/07/25更新
績效 / 
1月4.05%
3月7.98%
1年8.33%
晨星評等
-

基本資料

基金公司/總代理人
保德信證券投資信託股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
房地產 - 全球(間接)
基金家族
PGIM, Inc
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Real Est TME NR USD
基金規模
273.86百萬截至 2024-07-25
年初至今報酬率
3.12%
殖利率
0.00
晨星評等
-
成立日期
2015-12-10

投資策略

本基金主要投資於全球的不動產公司之股票及權益證券,例如受歐洲經濟區、英國、澤西島、根西島、曼島或美國監管的普通股和特別股、不動產投資信託基金(REITs)和不動產投資信託特別股證券、不動產管理公司(REOCs)、指數股票型基金(ETFs)。

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

  • Chan Alvin
  • 資歷 3年(2021-01-29 至今)
  • Alvin Chan Mr. Chan is a Vice President and Portfolio Manager assisting in the investment management and operations of PGIM’s Global Real Estate securities portfolios focusing on Asian public securities. His responsibilities include fundamental investment research, securities analysis and assisting in portfolio management. Mr. Chan joined Prudential in 2016 from BlackRock where he worked as an equities analyst on the global real estate securities team. Prior to that, he had worked as a Senior Analyst at Principal Global Investors and Lasalle Investment Management. Mr. Chan started his career as an Equity Research Associate with UBS in Singapore. He holds a Bachelor of Science degree in Real Estate from the National University of Singapore and is a CFA charterholder. Mr. Chan is fluent in English and Mandarin (Chinese).
  • Cooney Daniel
  • 資歷 6年(2018-06-11 至今)
  • Daniel Cooney, CFA, is an Executive Director and Portfolio Manager assisting in the investment management and operations of PGIM’s Global Real Estate Securities portfolios focusing on North American public securities. His responsibilities include fundamental investment research, securities analysis and assisting in portfolio management. Mr. Cooney joined Prudential in 2013 from RREEF, where he worked as a securities analyst in the global securities team. Prior to RREEF, Mr. Cooney worked as a Senior Equity REIT analyst at Keefe, Bruyette & Woods (KBW) in New York. Mr. Cooney is a member of the CFA Institute (CFA) and the New York Society of Security Analysts (NYSSA). Mr. Cooney earned a bachelor's degree in economics from Trinity College and is a CFA charter holder.
  • Romano Rick
  • 資歷 9年(2015-12-10 至今)
  • Rick J. Romano, CFA, is a Managing Director and Portfolio Manager for PGIM Real Estate. He is responsible for management of the group's North American public securities investments. Mr. Romano joined Prudential in 1998 from Rockefeller & Co., an investment management firm for the Rockefeller family and other high net worth clients. At Rockefeller & Co., Mr. Romano was an Equity Analyst for three investment partnerships. He was responsible for covering real estate and leisure stocks globally and served as a generalist covering domestic equity securities. Prior to joining Rockefeller & Co., Mr. Romano was a Senior Investment Analyst at the Prudential Realty Group where he worked on the valuation, asset management and portfolio management. Mr. Romano has served on the board of several private real estate companies. He is also a member of the CFA Institute (CFA), the New York Society of Security Analysts (NYSSA) and NAREIT. Mr. Romano received a BA from Rutgers College and a MBA in Finance from New York University's Stern School of Business. In addition, he is a CFA charter holder.

基金費用

最低認購金額
10,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.60%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
保德信證券投資信託股份有限公司
聯絡電話
(02)8172-5588
基金顧問地址
台北市信義區基隆路一段 333 號 14 樓(台北世界貿易中心國際貿易大樓)
基金顧問網址
www.pru.com.tw