安聯AI人工智慧基金-AT累積類股(美元)

33.01美元0.51(1.57%)
2021/10/26更新
績效 / 
1月0.7%
3月2.3%
1年37.89%
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
美元
基金組別
產業股票 - 科技
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 World/Information Tech NR USD
基金規模
10,310.86百萬截至 2021-10-25
年初至今報酬率
12.19%
殖利率
0.00
晨星評等
-
成立日期
2017-03-31

投資策略

本附屬基金最少將70%的資產投資於涉及或與人工智能發展有關的公司(例如銷售╱溢利主要來自將受惠於或現時與人工智能發展有關

業務的公司)的股票。本附屬基金可將少於30%的資產投資於上文所述以外的股票。

本附屬基金最多可將100%的資產投資於新興市場。

本附屬基金可為有效率投資組合管理(包括對沖)而投資於金融衍生工具。本附屬基金不會為投資目的而廣泛投資於金融衍生工具。

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

  • Chen James
  • 資歷 5年(2017-03-31 至今)
  • Mr. Chen is a portfolio manager, a senior research analyst and a director with Allianz Global Investors, which he joined in 2006. He is a member of the Global Technology team and is responsible for analyzing mid- to large-capitalization semiconductor and semiconductor-equipment companies. Mr. Chen also assists the team in the management of several technology-specific portfolios. He has 27 years of investment industry experience. Mr. Chen previously worked at Primarius Capital, where he was a senior analyst and co-portfolio manager of several long/short portfolios. Before that, he worked at Engemann Asset Management as a technology analyst and portfolio manager of growth-oriented mid- to large-cap portfolios. Earlier in his career, Mr. Chen was a senior consultant with Deloitte & Touche, as well as a loan officer with Wells Fargo Bank. He has a B.S. in mechanical engineering, an M.B.A. in finance and accounting, and an M.S.B.A. in investments from the University of Southern California. Mr. Chen is a CFA charterholder.
  • Thomas Sebastian
  • 資歷 5年(2017-03-31 至今)

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.75%
最高管理費
2.05%
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