瑞銀 (盧森堡) 全球多元關鍵趨勢基金 (美元) K-1

8627840.02美元85171.7(0.98%)
2021/05/04更新
績效 / 
1月0.52%
3月2.5%
1年55.81%
晨星評等
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基本資料

基金公司/總代理人
瑞銀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
UBS Fund Management (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI World NR USD
基金規模
5,094.31百萬截至 2021-05-12
年初至今報酬率
7.70%
殖利率
0.00
晨星評等
-
成立日期
2017-08-17

投資策略

本子基金主要投資於全球已開發和新興市場之小型、中型和大型公司的股票和其他權益證券。本基金著重投資於經理人認為具長 期投資吸引力之主題。例如,這些主題可能包含任何產業、國家和公司。例如,投資主題可能與全球人口增長、人口老化或是城 市化發展有關。本基金因其全球定位而可能投資於多種外幣,為降低外匯風險,子基金投資組合之全部或一部得就子基金之幣別 進行避險。投資人應注意子基金之投資部位可能包含透過滬港通或深港通交易之中國 A 股。中國 A 股為中國大陸地區公司所發行 以人民幣計價之 A 股,並在中國證券交易市場,如上海及深圳交易所,交易。

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

  • Foulonneau Alix
  • 資歷 4年(2017-02-01 至今)
  • Elegante Joseph
  • 資歷 4年(2016-11-22 至今)
  • Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. 
    Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients.  
    Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. 
    Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
  • Bertocci Bruno
  • 資歷 5年(2016-01-28 至今)
  • Bruno Bertocci is Team Head of the Global Sustainable Equity team and a Managing Director at UBS Asset Management. Mr. Bertocci has over 30 years of industry experience and has been with UBS Asset Management since 2004. Mr. Bertocci has been responsible for constructing and managing our global equity portfolios worldwide.

基金費用

最低認購金額
-
申購手續費
-
保管費
-
分銷費
-
管理費
0.86%
最高管理費
0.86%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瑞銀證券投資信託股份有限公司
聯絡電話
(02)8758-6938
基金顧問地址
台北市松仁路7號5樓
基金顧問網址
www.ubs.com/taiwanfunds