安聯全球多元投資風格股票基金-IT累積類股(美元)

2344.07美元3.07(0.13%)
2024/03/27更新
績效 / 
1月3.55%
3月10.59%
1年33.63%
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
Morningstar Gbl TME NR USD
基金規模
2,675.78百萬截至 2024-03-27
年初至今報酬率
10.44%
殖利率
0.00
晨星評等
成立日期
2016-03-11

投資策略

投資於環球股票市場,以達致長期資本增值。

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 2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 3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