PIMCO動態多元資產基金-E級類別(歐元)(累積股份)

10.93歐元0(0%)
2023/05/26更新
績效 / 
1月1.35%
3月1.44%
1年8.99%
晨星評等
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基本資料

基金公司/總代理人
品浩太平洋證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
歐元
基金組別
歐元靈活型股債混合 - 全球
基金家族
PIMCO Global Advisors (Ireland) Limited
公開說明書基準指數
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晨星組別基準指數
Morningstar EU Mod Gbl Tgt Alloc NR EUR
基金規模
5,224.76百萬截至 2023-04-28
年初至今報酬率
1.71%
殖利率
0.00
晨星評等
-
成立日期
2016-02-25

投資策略

本基金的投資目標,是透過維持資本及審慎的投資管理,尋求最大總報酬。本基金將透過投資各種資產類別,例如根據本基金投資策略所述之股票證券及股票相關證券、固定收益工具及貨幣, 以及商品相關工具及不動產相關工具(惟非直接投資於商品及不動產)。本基金可透過投資於固定收益證券、股票證券及股票相關證券及/或衍生性金融商品工具(例如可能是交易所買賣或場外交易之交換協議、期貨及期權)達到希冀之曝險。本基金對衍生性金融商品之使用可能包括使用衍生性金融商品產生合成型空頭部位。

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

  • Sharef Emmanuel
  • 資歷 3年(2019-12-24 至今)
  • Dr. Sharef is an executive vice president and portfolio manager in the Newport Beach office. He is a member of the Americas Portfolio Committee and has served as a rotating member of the Investment Committee. Prior to joining PIMCO in 2011, he worked in the mortgage credit strategists group at Morgan Stanley. He has over 11 years of investment and financial services experience and holds a Ph.D. in operations research from Cornell University, specializing in statistics and biometrics. He received an undergraduate degree from Princeton University.
  • Browne Erin
  • 資歷 3年(2019-12-24 至今)
  • Erin Browne Managing Director, PIMCO, is a portfolio manager in the Newport Beach office. Before 2018, Ms. Browne was a managing director and head of asset allocation at UBS Asset Management. Previously, she was head of macro investments at UBS O’Connor and a global macro portfolio manager at Point72 Asset Management. Ms. Browne has also held roles at Citigroup, Moore Capital Management and Neuberger Berman, and she began her career at Lehman Brothers.
  • Sundstrom Geraldine
  • 資歷 7年(2016-02-25 至今)
  • Ms. Sundstrom is Managing Director, PIMCO. Ms. Sundstrom is a portfolio manager in the London office,
    focusing on asset allocation strategies. Prior to joining PIMCO in 2015, she was a partner
    and portfolio manager at Brevan Howard, where she led the Emerging Markets Strategies Fund. Previously, she was a portfolio manager at Moore Capital Management. She has investment experience since 1996 and holds a master’s degree in finance from Birkbeck College at London University and two degrees from Universite Paris Dauphine.

基金費用

最低認購金額
1,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.85%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
品浩太平洋證券投資顧問股份有限公司
聯絡電話
866 2 8729 5500
基金顧問地址
40F, No. 68, Sec.5, Zhongxiao E. Rd.,
基金顧問網址
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