資本集團新視野基金(盧森堡) A4 (美元)

19.83美元0.16(0.8%)
2022/08/17更新
績效 / 
1月10.81%
3月6.05%
1年15.58%
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
-
基金規模
13,985.06百萬截至 2022-08-16
年初至今報酬率
18.74%
殖利率
0.00
晨星評等
-
成立日期
2015-12-22

投資策略

暫無投資策略資料

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

  • Collette Patrice
  • 資歷 1年(2021-12-01 至今)
  • Patrice Collette is an equity portfolio manager at Capital Group. He has 27 years of investment experience and has been with Capital Group for 22 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 Singapore.
  • Burtin Barbara
  • 資歷 1年(2021-12-01 至今)
  • Barbara Burtin is an equity portfolio manager and research director at Capital Group. As an equity investment analyst, she covers European and Latin American banks and bank outsourcing providers, globally. She has 13 years of investment experience, all with Capital Group. Prior to joining Capital, Barbara worked in business development for Capital One Financial in the United States, France and Italy. She also brings a variety of other international business experiences, including entrepreneurship and management consulting. She holds an MBA with honors from the Wharton School of the University of Pennsylvania and a master’s degree in finance from HEC Paris. Barbara is based in Los Angeles.
  • Razen Andraz
  • 資歷 4年(2018-07-02 至今)
  • Andraz Razen is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, Andraz is a generalist covering small-cap companies. He has 23 years of investment experience and has been with Capital Group for 16 years. Earlier in his career, as an equity investment analyst at Capital, he also covered U.S. health care and supplies companies. Prior to joining Capital, he was an analyst and portfolio manager at Fidelity Investments in Boston. He holds a bachelor' s degree in quantitative economics from Tufts University graduating summa cum laude. Andraz is based in London.

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
0.53%
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