百達-全球主題-R歐元

154.97歐元1.42(0.93%)
2023/11/29更新
績效 / 
1月8.02%
3月0.89%
1年5.43%
晨星評等
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基本資料

基金公司/總代理人
百達證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
全球大型均衡型股票
基金家族
Pictet Asset Management (Europe) SA
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
903.31百萬截至 2023-11-28
年初至今報酬率
9.91%
殖利率
0.00
晨星評等
-
成立日期
2016-10-27

投資策略

本成分基金旨在投資全球(包括新興國家)之公司所發行的 股票或股權相關有價證券(例如 ADR、GDR、EDR),以達 資本增長。本成分基金主要投資於可能受益於因經濟及 社會因素之長期變化,例如人口、生活方式、法規、或 環境,所導致之全球長期市場主題之證券。 本成分基金亦得最多以其淨資產的 10%投資於不動產投 資信託(REITs)。

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

  • Kohler Margaux
  • 資歷 1年(2022-11-01 至今)
  • Gauthier Ghislain
  • 資歷 3年(2021-05-01 至今)
  • Ghislain Gauthier joined Pictet Asset Management in 2018 and is an Investment Manager in the Thematic Equities team, managing the Global Thematic Opportunities strategy and customized thematic solutions.
    
    Before joining the Thematic Equities team in 2021, Ghislain worked for three years in the Equity Investment Risk team at Pictet Asset Management. Prior to that, he worked in London for six years in equity hedge funds, as a quantitative researcher at Auriel Equities and as the lead quantitative analyst at Duet Asset Management. Ghislain started his career at MSCI Inc. in the Barra Applied Research group.
    
    Ghislain is Certified Financial Risk Manager (FRM) holder and holds a MSc. in Quantitative Finance from University of Technology, Sydney (UTS) and a MEng in Financial Engineering from Ecole Supérieure d’Ingénieurs Léonard de Vinci, Paris (ESILV).
  • Maager Jan
  • 資歷 4年(2020-01-01 至今)
  • Jan Andreas Maager joined Pictet Asset Management in 2016 and is an Investment Manager in the Thematic Equities team, managing the Global Thematic Opportunities strategy and customized thematic solutions.
    
    Before joining the Thematic Equities team in 2020, Jan worked for three years in the Finance team at Pictet Asset Management. Jan started his career as a Financial Auditor, at PricewaterhouseCoopers in Switzerland.
    
    Jan is a Chartered Financial Analyst (CFA) charter holder and holds a Master’s degree in Finance from Bocconi University in Milan.

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
2.90%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
百達證券投資顧問股份有限公司
聯絡電話
(02)6622-6600
基金顧問地址
台北市信義區松仁路32 號8 樓之1
基金顧問網址
www.pictetfunds.com