法盛盧米斯賽勒斯美國成長股票基金-I/A美元級別

315.35美元1.12(0.36%)
2024/05/17更新
績效 / 
1月2.92%
3月3.03%
1年36.02%
晨星評等
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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 International
公開說明書基準指數
-
晨星組別基準指數
Morningstar US LM Brd Growth NR USD
基金規模
3,741.36百萬截至 2024-05-15
年初至今報酬率
11.07%
殖利率
0.00
晨星評等
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成立日期
2016-06-08

投資策略

本子基金以長期資本成長為投資目標。本子基金主要投資美國公司且集中於較大的發行者。 本子基金至少會投資總資產的80%於美國公司之股權有價證券。本子基金聚焦於大型公司之股票,但本子基金得投資於任何規模之公司。

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 8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 a member of the firm’s Board of Directors. He joined Loomis Sayles in2010 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
100,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.00%
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