安盛環球基金-數位經濟基金I CAP美元

232.03美元7.54(3.15%)
2025/03/06更新
績效 / 
1月7.62%
3月6.96%
1年9.95%
晨星評等
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基本資料

基金公司/總代理人
富盛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 - 科技
基金家族
AXA Investment Managers Paris S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Tech TME NR USD
基金規模
540.56百萬截至 2025-03-06
年初至今報酬率
2.10%
殖利率
0.00
晨星評等
-
成立日期
2017-10-24

投資策略

本基金尋求從一個積極管理的上市股票及股票相關證券投資組合,取得閣下以美元​​計價的投資的長期增長。

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

  • Llandric Pauline
  • 資歷 0年(2025-01-02 至今)
  • Pauline Llandric is Portfolio Manager, Technology and Co-Lead Portfolio Manager of the AI & Metaverse fund and the AXA AWF Digital Economy Fund. She is a Portfolio Manager on several Technology related funds/mandates.
    Previously Pauline was a Senior Investment Research Analyst in the Investment Analytics team, focusing on portfolio engineering, investment research and risk analysis at AXA IM. Pauline started her investment career in September 2008 as a quantitative analyst at AXA IM.
    Pauline graduated with an Industrial Engineering Degree from INP Toulouse in 2007 and a master’s degree in finance from Paris-Dauphine University in 2008. Pauline is a CFA Charterholder.
  • Riley Tom
  • 資歷 0年(2025-01-02 至今)
  • Tom Riley is the Head of Global Thematic Strategies at AXA IM Equities and the lead Portfolio Manager of the AXA Robotech strategy. He is a Portfolio Manager on several Thematic & Technology related funds/mandates.
    
    In his role as Head of Global Thematic Strategies, he is responsible for overseeing the thematics investments teams globally and coordinating the investment views across the major themes that are forecast to impact the global economy over the coming years.
    
    Tom started his career in 2009 with AXA IM Framlington Equities as an Investment analyst before joining the Global Equity and Technology investment teams in 2013. Tom is a CFA Charterholder and holds a BSc (Hons) in Mathematics & Statistics from Bristol University.
  • Dowey James
  • 資歷 0年(2025-01-02 至今)
  • James Dowey joined AXA Investment Managers in December 2024 as Portfolio Manager, Technology.
    Prior to joining AXA IM, he was Co-Head of the Global Innovation Team at Liontrust Asset Management, co-managing the Liontrust Global Technology, Global Innovation and Global Dividend funds. Prior to that he worked as a researcher in the oil and gas sector, an actuarial analyst, and spent 12 years at Neptune Investment Management including serving as Chief Investment Officer.
    
    He has also researched and taught the history of innovation at the London School of Economics and Political Science.
    
    James holds a PhD in Economic History from the London School of Economics and Political Science, an MPhil in Economics from the University of Cambridge, and an MA in Economics from the University of Edinburgh.

基金費用

最低認購金額
5,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.60%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
富盛證券投資顧問股份有限公司
聯絡電話
(02)2728-3222
基金顧問地址
台北市信義區松德路171號9樓及 9樓之一
基金顧問網址
www.cgsice.com