法巴水資源基金 C (美元)

223.12美元1.21(0.55%)
2021/05/06更新
績效 / 
1月4.91%
3月9.83%
1年66.12%
晨星評等
-

基本資料

基金公司/總代理人
法銀巴黎證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
產業股票 - 水資源
基金家族
BNP Paribas Asset Management Luxembourg
公開說明書基準指數
-
晨星組別基準指數
S&P Global Water TR
基金規模
3,587.41百萬截至 2021-05-06
年初至今報酬率
12.91%
殖利率
0.00
晨星評等
-
成立日期
2017-09-29

投資策略

提高其中期資產價值。

子基金將其資產至少三分之二投資於由房地產公司或在房地產業經營業務的企業所發行的可轉讓證券或股份及其他證券(參與票 據),亦投資於此類資產的金融衍生工具及任何其他代表房地產的金融工具。 其餘資產(即其資產的最多三分之一)可投資於任何其他可轉讓證券、貨幣市場工具、金融衍生工具或現金,惟任何類型債務證 券的投資不得超出其資產的 15%,及可將其資產不多於 10%投資於 UCITS 或 UCI。 子基金並無直接持有任何房地產。

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

  • Jenkyn-Jones Bruce
  • 資歷 6年(2015-07-02 至今)
  • Bruce serves as Co-Head of Listed Equity alongside Hubert Aarts. Together they are responsible for the development of the investment process, research and team. 
    Bruce has an active role in the day to day management of all Impax listed equity portfolios and is on the Portfolio Construction team for all strategies. 
    Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business. Before joining Impax, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management.
  • Aarts Hubert
  • 資歷 6年(2015-07-02 至今)
  • Hubert serves as Co-Head of Listed Equities alongside Bruce Jenkyn-Jones. Together they are responsible for the development of the investment process, research and team. 
    
    Hubert is Co-Portfolio Manager for Impax’s Leaders and Water Strategies. He also leads Impax's macro-economic research process.
    
    Hubert started his career in the investment industry in 1990 and joined Impax in January 2007. He has extensive experience investing in Pan-European equities as a portfolio manager at MeesPierson and Merrill Lynch Investment Managers, where he chaired the European Sector Strategy Group.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
法銀巴黎證券投資顧問股份有限公司
聯絡電話
(02)7718-8188
基金顧問地址
台北市信義路五段7 號71 樓之1
基金顧問網址
www.bnpparibas-ip.com.tw