瑞銀 (盧森堡) 全球多元關鍵趨勢基金 (美元)

234.84美元2.03(0.86%)
2025/06/20更新
績效 / 
1月0.01%
3月5.57%
1年4.26%
晨星評等

基本資料

基金公司/總代理人
瑞銀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
全球大型均衡型股票
基金家族
UBS Asset Management (Europe) S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Global TME NR USD
基金規模
3,992.80百萬截至 2025-06-18
年初至今報酬率
5.24%
殖利率
0.00
晨星評等
成立日期
2016-01-28

投資策略

該子基金主要(即其資產淨值的最少三分之二)投資於全球已發展及新興市場的大中小型企業股票及其他股本權益。

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

  • Jokich Adam
  • 資歷 4年(2021-06-30 至今)
  • Adam Jokich is a senior portfolio manager (PM) within the Global Equity team. Adam is the lead PM on select sustainability-focused equity strategies including Active Climate Aware, US Sustainable, Engage for Impact Equity, and International Sustainable Equity; he is also the co-PM on Long Term Themes. Additionally, Adam remains deputy PM on several other strategies managed by the Global Equity Team.
    Prior to his role as a senior portfolio manager on the team, Adam held the role as deputy portfolio manager on our SI-focused portfolios, including Global Sustainable Equity, International Sustainable Equity, US Sustainable Equity, and Long Term Themes Equity, among other portfolios run by the Global Equity team.
    Adam started his career as a quantitative analyst in Chicago, where he was responsible for providing quantitative research and analysis used in the investment decision making process within the US Intrinsic Value team, and worked extensively on the Global Equity Valuation System. Adam also spearheaded the development of the proprietary UBS ESG model.
    
    He has fulfilled several portfolio manager roles, where he has leveraged his quantitative skillset to provide value add in the portfolio construction and risk management process. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios and was responsible for the research and development initiatives of various risk premia capabilities for the Systematic Investing team. 
    Adam is a CFA Charterholder, a member of the CFA Institute

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
1.44%
最高管理費
1.44%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瑞銀證券投資信託股份有限公司
聯絡電話
(02)8758-6938
基金顧問地址
台北市松仁路7號5樓
基金顧問網址
www.ubs.com/taiwanfunds