安聯全球多元投資風格股票基金-IT累積類股(美元)

1736.12美元44.1(2.61%)
2022/12/01更新
績效 / 
1月7.31%
3月6.59%
1年10.36%
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
美元
基金組別
全球大型均衡型股票
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
MSCI World Value NR USD
基金規模
826.76百萬截至 2022-12-01
年初至今報酬率
13.61%
殖利率
0.00
晨星評等
成立日期
2016-03-11

投資策略

本子基金主要投資於全球股票市場,本子基金至少有 51%之資產投資於股票及認股權證。亦可取得風險特色與前項所列資產連動,或與這些資產所屬投資市場連動之指數憑證與其他股票憑證、一籃子股票及參與憑證。合計至少須達本子基金資產的 85%。



本子基金之投資政策主要透過投資全球股票市場部位,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、評估及挑選。在此架構之下依市場情況而定,基金經理得專注於一種或數種不同投資風格取向,或使投資風格之取向廣泛多樣化。

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

  • Hirschen Kai
  • 資歷 1年(2022-04-01 至今)
  • Mr. Hirschen is a portfolio manager with Allianz Global Investors, which he joined in 2009. He is a member of the Systematic Equity team and manages High Dividend Global mandates, including enhanced dividend strategies with an option overlay. Mr. Hirschen. He previously worked for a leading international consultancy in risk management and risk modeling. Mr. Hirschen has a master’s degree in mathematics from the University of Hannover, Germany, a master’s degree in finance and accounting from the University of Frankfurt, Germany, and a doctorate from the University of Darmstadt, Germany. He is a CFA charterholder and a CAIA charterholder, and holds the Financial Risk Manager designation.
  • Mulder Erik
  • 資歷 1年(2021-08-01 至今)
  • Erik Mulder
    Erik Mulder is a portfolio manager in the Systematic Equity team since 2008. He manages Best Styles Global AC Equity, Best Styles Pacific Equity as well as Stable Growth Europe Equity strategy. Previously, Erik worked for IDS, a 100% subsidiary of Allianz SE, specialising in the area of performance and risk analytics of equity portfolios. Erik started his career at Dresdner Asset Management in Frankfurt, Germany in 1999.
    He obtained a master’s degree in Business Administration from Erasmus University Rotterdam, the Netherlands in 1999. He has been a Certified Financial Risk Manager (FRM) since 2003 and a CFA charterholder since 2004.

基金費用

最低認購金額
15,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.70%
最高管理費
1.20%
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
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw