法盛盧米斯賽勒斯美國成長股票基金-R/A(USD)

244.01美元0.22(0.09%)
2021/09/24更新
績效 / 
1月2.19%
3月2.09%
1年29.01%
晨星評等
-

基本資料

基金公司/總代理人
中國信託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
美國大型增長型股票
基金家族
Natixis Investment Managers S.A.
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
3,695.07百萬截至 2021-09-24
年初至今報酬率
14.31%
殖利率
0.00
晨星評等
-
成立日期
2016-06-08

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

  • Hamzaogullari Aziz
  • 資歷 5年(2016-06-08 至今)
  • Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity
    Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis
    Sayles large cap, global and all cap growth strategies, including the Loomis Sayles Growth
    and Global Growth mutual funds and products outside the US. Aziz is also an executive
    vice president and a member of the firm’s Board of Directors. He joined Loomis Sayles in
    2010 from Evergreen Investments where he was a senior portfolio manager and managing
    director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and
    portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team
    and was the founder of the research and investment process. Prior to Evergreen, Aziz was a
    senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 26 years
    of investment industry experience. Aziz earned a BS from Bilkent University, Turkey, and an
    MBA from George Washington University. He is also a member of CFA Society Boston.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.73%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
中國信託證券投資信託股份有限公司
聯絡電話
02-26526688
基金顧問地址
台北市南港區經貿二路188號12樓
基金顧問網址
www.ctbcinvestments.com