安本標準 - 北美小型公司基金 Z 累積 美元

12.78美元0.02(0.17%)
2022/09/28更新
績效 / 
1月14.51%
3月6.52%
1年27.51%
晨星評等
-

基本資料

基金公司/總代理人
宏利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
美國小型股票
基金家族
abrdn Investments Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
Russell 2000 TR USD
基金規模
391.66百萬截至 2022-09-28
年初至今報酬率
31.00%
殖利率
0.00
晨星評等
-
成立日期
2017-12-22

投資策略

通過將本基金至少三分之二的資產,投資於

1)在美國設有註冊辦事處的小型公司;及/或

2)在美國進行大部分業務活動的小型公司;及/或

3)其大部份資產來自在美國設有註冊辦事處的小型公司的控股公司

所發行的股票及股票相關證券,以獲得長期總回報.

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

  • Skiendzielewski Tim
  • 資歷 10年(2012-06-20 至今)
  • Tim Skiendzielewski is an Investment Director on the North American Equity team at abrdn and a portfolio manager for the US Equity Small Cap Core Strategy since 2012. Tim is responsible for US research coverage of software, IT services, and healthcare IT companies. Tim joined Aberdeen in 2012 from Morgan Stanley. Previously, Tim worked for both Promontory Financial Group and Navigant Consulting. 
    
    Tim graduated with a BS in Finance from Georgetown University and earned an MBA from the University of Chicago. He is a CFA charterholder.
  • Kotik Jason
  • 資歷 12年(2011-01-17 至今)
  • Jason Kotik, CFA, is Managing Director and Portfolio Manager. Mr. Kotik is responsible for U.S. Small and Smid Cap business for Rockefeller Asset Management. Prior to joining Rockefeller in June 2022, Mr. Kotik served as Lead Portfolio Manager for Aberdeen Standard Investments Small Cap Core strategy. Prior to joining Aberdeen, Mr. Kotik was an Equity Research Analyst at Allied Investment Advisors and began his career at T. Rowe Price.
    
    Mr. Kotik received a B.S, in Business from the University of Delaware and a M.A. in Business from John’s Hopkins University and is a Chartered Financial Analyst® charterholder.
  • Bassett Ralph
  • 資歷 12年(2011-01-17 至今)
  • Ralph Bassett is Head of North American Equities at abrdn and also is a member of the abrdn Board of Directors. Ralph oversees the region’s research effort in addition to portfolio construction for several of the team’s flagship strategies, including the Small Cap strategy since its inception in 2008. Ralph joined Aberdeen Asset Management in 2006 upon the relocation of the Equity team from London to Philadelphia. 
    
    Ralph earned a BS in Business, Finance (Hons) from Villanova University. He is a CFA charterholder.

基金費用

最低認購金額
1,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.00%
最高管理費
0.00%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
宏利證券投資信託股份有限公司
聯絡電話
(02)2757-5999
基金顧問地址
台北市松仁路89號9樓
基金顧問網址
www.manulife-asset.com.tw