安聯全球新興市場高股息基金- AM穩定月收類股(南非幣避險)

199.84南非幣3.53(1.74%)
2021/05/14更新
績效 / 
1月1.58%
3月1.03%
1年39.38%
晨星評等
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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
南非幣
基金組別
產業股票 - 其他
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 EM NR USD
基金規模
1,594.34百萬截至 2021-05-14
年初至今報酬率
11.45%
殖利率
5.99
晨星評等
-
成立日期
2016-08-02

投資策略

基金主要投資於環球新興股票市場,並以巴西、俄羅斯、印度和中國為重點,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

  • Ghosh Kunal
  • 資歷 6年(2015-06-01 至今)
  • Mr. Ghosh is a portfolio manager and a managing director with Allianz Global Investors, which he joined in 2006. He is head of the Systematic team. Mr. Ghosh has 17 years of investment-industry experience. He was previously a research associate and portfolio manager for Barclays Global Investors, where he built and implemented models for portfolio management. Before that, Mr. Ghosh was a quantitative analyst for the Cayuga Hedge Fund. He has a B.Tech. from the Indian Institute of Technology, an M.S. in material engineering from the University of British Columbia and an M.B.A. from Cornell University.
  • Yu Lu
  • 資歷 6年(2015-06-01 至今)
  • Ms. Yu is a portfolio manager and a managing director with Allianz Global Investors, which she joined in 2003. She has portfolio-management and research responsibilities for the Systematic team. Ms. Yu has 18 years of investment-industry experience. She was previously a risk analyst for Provident Advisors LLC. Ms. Yu has a B.S. from Nanjing University, China, and an M.S. from the University of Southern California and the National University of Singapore. She is a CFA charterholder and was formerly president of the CFA Society San Diego.

基金費用

最低認購金額
0南非幣
申購手續費
-
保管費
-
分銷費
-
管理費
2.25%
最高管理費
2.25%
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
台北市中山區復興北路378號5-9樓
基金顧問網址
www.allianzgi.com.tw