瀚亞投資-全球低波動股票基金Admc1(美元穩定月配)停止銷售

10.72美元0.01(0.13%)
2023/07/18更新
績效 / 
1月0.56%
3月1.53%
1年
晨星評等
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基本資料

基金公司/總代理人
瀚亞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
全球大型均衡型股票
基金家族
Eastspring Investments (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI ACWI NR USD
基金規模
387.97百萬截至 2023-07-18
年初至今報酬率
4.11%
殖利率
3.49
晨星評等
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成立日期
2022-11-07

投資策略

本基金藉由資本增長及收入之組合,以產生與全球股票市場一致之總收益(但波動較低)為目標。本基金至少 66% 資產投資於全球證券交易所(包括全球新興市場)上市或即將上市之公司股票及股權相關證券。本基金亦得投資於存託憑證(包括美國存託憑證及全球存託憑證)、可轉換為普通股之債券、優先股及認股權證。

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

  • Hughes Christopher
  • 資歷 3年(2020-06-01 至今)
  • Chris joined Eastspring Investments in February 2016 and has more than 18 years of industry experience. 
    
    Chris is a member of the Quantitative Equity Strategies (QES) team and is a portfolio manager for QES investment products. He also participates in designing and implementing systematic equity funds and undertakes research and development of systematic alpha and smart beta investment strategies.
    
    Prior to joining Eastspring Investments, he worked with UBS Global Asset Management (London & Zurich) for 7 years as a Quantitative Analyst, where he managed multi-region portfolios of equity products, and provided data support for the team. 
    
    Prior to that, he was at Credit Suisse Asset Management in London for 2 years, also working in a quantitative investment strategies team. 
    
    Chris holds a PhD in Biochemistry and a BSc.(Honours) from Imperial College of Science Technology and Medicine, London and a MSc.(Distinction) from Kings College, London He is also a CFA charterholder.
  • Dunn Ben
  • 資歷 3年(2020-06-01 至今)
  • Benjamin Dunn (Ben) joined Eastspring Investments, the Asian asset management business of Prudential plc, in June 2014. 
     
    Ben is Chief Investment Officer of Quantitative Strategies, the group responsible for managing our quantitative investment solutions.
     
    Prior to joining Eastspring Investments, Ben had been a Quantitative Equity Portfolio Manager at Ankura Capital (a BNY Mellon subsidiary) for over 10 years managing both Australian and Japanese portfolios. He had also previously held various roles spanning quantitative research, equity trading and software engineering at Queensland Investment Corporation (QIC) and Queensland Treasury Corporation (QTC). Ben has more than 22 years of financial industry experience.
     
    Ben is a CFA charterholder and holds a Bachelors degree in Information Technology.

基金費用

最低認購金額
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申購手續費
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保管費
-
分銷費
-
管理費
-
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瀚亞證券投資信託股份有限公司
聯絡電話
(02)87586699
基金顧問地址
台北市信義區松智路1 號4 樓
基金顧問網址
www.eastspring.com.tw