安本標準 - 日本永續股票基金 X 累積 美元避險

13.78美元0.13(0.95%)
2022/12/01更新
績效 / 
1月2.91%
3月3.44%
1年4.95%
晨星評等
-

基本資料

基金公司/總代理人
宏利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
產業股票 - 其他
基金家族
abrdn Investments Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
TOPIX TR JPY
基金規模
17,755.94百萬截至 2022-12-01
年初至今報酬率
7.77%
殖利率
0.00
晨星評等
-
成立日期
2017-01-06

投資策略

投資目標是「通過將本基金至少三分之二的資產,投資於在日本設有註冊辦事處的公司﹔及/或在日本進行大部份業務活動的公司﹔及/或其大部份資產來自在日本設有註冊辦事處的公司的控股公司所發行的股票及股票相關證券,以獲得長期總回報。」

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

  • Shiramoto Zui
  • 資歷 4年(2018-12-01 至今)
  • Zui Shiromoto is an Investment Manager on the Japanese equities team. Zui joined the company in February 2018 from Mitsubishi UFJ Morgan Stanley Securities where he was working in the technology, media and telecom investment banking division, and was involved in a number of mergers & acquisitions and capital market transactions. Prior to that, he worked as an analyst at the real estate finance team in the Bank of Tokyo-Mitsubishi UFJ’s corporate banking division.
    
    Zui graduated with a BA in Economics from Hitotsubashi University.
  • Kwok Chern-Yeh
  • 資歷 6年(2017-04-15 至今)
  • Kwok Chern-Yeh is the Deputy Head of Asia Pacific Equities and the Head of Equities - Japan. He is based in Singapore. Chern-Yeh joined the company in 2005 from MSCI Barra where he was an equity research analyst. He has been involved in Japanese equity strategies since 2011, and was previously based in Tokyo from 2011 until 2021.
    
    Chern-Yeh holds a BA in Journalism from the University of Missouri - Columbia and holds an MSc in Finance from the London Business School.
  • Meyer Yuki
  • 資歷 12年(2010-10-04 至今)
  • Yuki Meyer is an Assistant Investment Manager with the Japanese Equities Team. Yuki joined Aberdeen on the graduate scheme in October 2010. 
    
    Yuki holds an MSc in Finance from the London School of Economics and a BA in Economics and Korean from SOAS, University of London. She is a CFA® charterholder.
    
    CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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
0.75%
最高管理費
0.75%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
宏利證券投資信託股份有限公司
聯絡電話
(02)2757-5999
基金顧問地址
台北市松仁路89號9樓
基金顧問網址
www.manulife-asset.com.tw