安聯全球新興市場高股息基金-IT累積類股(美元)

1285.32美元13.35(1.03%)
2024/04/15更新
績效 / 
1月0.17%
3月8.89%
1年13.53%
晨星評等
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基本資料

基金公司/總代理人
安聯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
全球新興市場股票
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
-
晨星組別基準指數
Morningstar EM TME NR USD
基金規模
176.52百萬截至 2024-04-15
年初至今報酬率
6.63%
殖利率
0.00
晨星評等
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成立日期
2018-01-05

投資策略

投資於環球新興股票市場,並專注於可組成一個股息收益潛力高於市場平均水平的投資組合的股票(以整個組合計算時),以達致長期資本增值。

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

  • Mulder Erik
  • 資歷 1年(2023-09-05 至今)
  • Erik Mulder
    Erik Mulder is a portfolio manager in the Systematic Equity team since 2008. He manages Best Styles Global AC Equity, Best Styles Pacific Equity as well as Stable Growth Europe Equity strategy. Previously, Erik worked for IDS, a 100% subsidiary of Allianz SE, specialising in the area of performance and risk analytics of equity portfolios. Erik started his career at Dresdner Asset Management in Frankfurt, Germany in 1999.
    He obtained a master’s degree in Business Administration from Erasmus University Rotterdam, the Netherlands in 1999. He has been a Certified Financial Risk Manager (FRM) since 2003 and a CFA charterholder since 2004.
  • Mayer Florian
  • 資歷 1年(2023-09-05 至今)
  • Heldmann Michael
  • 資歷 2年(2022-07-25 至今)
  • Dr. Michael Heldmann has become CIO Systematic Equity starting 2. August 2021. Before, Michael was lead portfolio manager of Best Styles US products and CIO of Systematic Equity US since 2018. Michael joined Allianz Global Investors and the Systematic Equity team in 2007. Previously, he managed Best Styles Emerging Markets and Best Styles Europe Equity products. Before joining the Systematic Equity team, he worked for the international laboratory CERN, Geneva, Switzerland as a researcher in the field of particle physics. He obtained a master’s degree in physics from the University of Mainz, Germany and a Ph.D. from the University of Freiburg, Germany. He is a CFA charterholder.

基金費用

最低認購金額
60,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.28%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw