資本集團歐洲成長及收益基金(盧森堡) Bgdm

29.10歐元0.02(0.07%)
2021/07/26更新
績效 / 
1月1.44%
3月4.62%
1年25.85%
晨星評等
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基本資料

基金公司/總代理人
中租證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
歐洲大型均衡型股票
基金家族
Capital International Management Company Sàrl
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
232.23百萬截至 2021-07-23
年初至今報酬率
13.81%
殖利率
2.41
晨星評等
-
成立日期
2017-09-06

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

  • Lyckeus Jesper
  • 資歷 2年(2019-10-01 至今)
  • Jesper Lyckeus is an equity portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. and global telecom equipment, European capital goods, electronics and semiconductor companies, along with Scandinavian companies. Prior to joining Capital, Jesper was a senior consultant for Bossard Consultants in Sweden. He holds an MBA from INSEAD, France, and a bachelor’s degree in economics and business administration from the Stockholm School of Economics, Sweden. Jesper is based in London.
  • Randall Caroline
  • 資歷 5年(2017-01-01 至今)
  • Caroline Randall is a portfolio manager at Capital Group. As an equity investment analyst she covers European utilities companies. She has over 20 years of investment experience and has been with Capital Group since 2006. Earlier in her career at Capital, she also covered European transportation companies. Prior to joining Capital, she was head of European utilities research at J.P. Morgan. Before that, she was an analyst with Schroder Securities and an associate in investment banking at Deutsche Bank. She holds both a master’s and bachelor’s degree in economics from the University of Cambridge. Caroline is based in London.
  • Riley David
  • 資歷 8年(2013-02-01 至今)
  • David M. Riley is an equity portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, David covered European and Latin American telecommunication companies and European media companies. David holds an MBA from Harvard Business School and a bachelor’s degree in electronics from the University of Southampton in England. He is also a Licentiate of London and Guildhall Schools of Music. David is based in London.

基金費用

最低認購金額
0歐元
申購手續費
-
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
中租證券投資顧問股份有限公司
聯絡電話
(02)7708-8888
基金顧問地址
台北市忠孝西路一段66號33樓
基金顧問網址
www.ezfunds.com.tw