MFS全盛多元資產優選成長基金 I1 (歐元)

128.6歐元0.6(0.46%)
2021/02/25更新
績效 / 
1月0.19%
3月1.09%
1年1.49%
晨星評等
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基本資料

基金公司/總代理人
柏瑞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
美元積極型股債混合
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
-
晨星組別基準指數
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基金規模
0.00百萬截至 2021-01-31
年初至今報酬率
1.16%
殖利率
0.00
晨星評等
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成立日期
2016-11-02

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

  • Dearing Edward
  • 資歷 3年(2018-03-01 至今)
  • Edward J. Dearing is an investment officer and Portfolio Manager at MFS Investment Management (MFS). Edward is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He also participates in the firm’s research process and strategy discussions. He is based in London. Edward joined MFS in 2014 as an Equity Research Analyst and took on portfolio management responsibilities for the firm's Prudent Capital strategy in 2018, and the Prudent Wealth strategy in 2020. Prior to joining the firm, Edward worked at Deutsche Bank AG, where he focused on structured credit analysis and special situations lending. Before moving into finance, Edward practised law for just under six years, first with London-based Magic Circle firm Clifford Chance LLP, and then with Washington-based firm Covington & Burling LLP. Edward holds a Master of Arts degree in Law with honours from Cambridge University, and an MBA from the London Business School, where he was the Bank of America Merrill Lynch scholar. In his spare time Edward enjoys competitive chess, and in this respect holds the title of International Master. In his younger days Edward represented Scotland in multiple European and World Junior Chess Championships, and went on to represent his country in the world chess Olympiad. Edward has also written three books on chess strategy.
  • Cole David
  • 資歷 4年(2016-11-03 至今)
  • David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm.
    David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. 
    David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.
  • Wiener Barnaby
  • 資歷 4年(2016-11-03 至今)
  • Barnaby Wiener is an investment officer of MFS Investment Management® (MFS®) and equity portfolio manager of the international value, global value, and global total return portfolios of the firm's mutual funds, variable annuities, and institutional investment strategies. He is based in MFS' London office.
    Barnaby joined MFS as a research analyst in 1998. Previously, he was an equity research analyst at Merrill Lynch. Prior to that, he served as an equity research analyst at Crédit Lyonnais and as a captain in the British Army.
    He is a graduate of Ampleforth College and Oxford University.

基金費用

最低認購金額
2,000,000歐元
申購手續費
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保管費
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分銷費
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管理費
-
最高管理費
-
遞延費
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最高遞延費
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聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw