安本標準 - 北美小型公司基金 Z 累積 美元

13.53美元0.03(0.21%)
2022/05/20更新
績效 / 
1月12.27%
3月15.78%
1年14.27%
晨星評等
-

基本資料

基金公司/總代理人
安本標準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
Aberdeen Standard 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
507.47百萬截至 2022-05-20
年初至今報酬率
26.95%
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 11年(2011-01-17 至今)
  • Jason Kotik is an Investment Director on the North American Equity team at Aberdeen Standard Investments and a lead portfolio manager for the US Equity Small Cap Core strategy since its inception in 2008. Jason is responsible for US research coverage of transportation companies. Jason joined Aberdeen Asset Management in 2007 following the acquisition of Nationwide Financial Services. Previously, Jason worked at Allied Investment Advisors and T. Rowe Price. 
    
    Jason graduated from the University of Delaware and earned an MBA from Johns Hopkins University. He is a CFA charterholder.
  • Bassett Ralph
  • 資歷 11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
安本標準證券投資信託股份有限公司
聯絡電話
(02)87224688
基金顧問地址
台北市信義區松仁路101號8樓之1
基金顧問網址
www.aberdeen-asset.com.tw/site