摩根士丹利環球平衡收益基金AHRM(澳幣避險)

23.29澳幣0.17(0.74%)
2021/03/01更新
績效 / 
1月0.91%
3月2.22%
1年2.43%
晨星評等
-

基本資料

基金公司/總代理人
國泰證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
澳幣
基金組別
其他股債混合
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
N/A
晨星組別基準指數
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR
基金規模
405.74百萬截至 2021-02-26
年初至今報酬率
1.30%
殖利率
4.50
晨星評等
-
成立日期
2018-10-19

投資策略

本公司之目標乃為投資人提供一個投資於專業管理並且力求分散風險之系列基金機 會,務求令投資 會,務求令投資 人獲得最佳報酬。

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

  • Harmstone Andrew
  • 資歷 7年(2014-07-31 至今)
  • Andrew is a portfolio manager for the Global Multi-Asset team. He joined Morgan Stanley in 2008 and has 35 years of relevant industry experience. Prior to joining the Firm, Andrew worked at Bear Stearns as head of European Equity Quantitative Research. Previously, he headed European Equity Derivatives and Quantitative Research at Lehman Brothers. While at Lehman, Andrew was voted first place in Derivatives Research in Europe in the 2004 Institutional Investor survey. Andrew has also worked as the head of Product Development at Credit Suisse Asset Management and had held various positions including the European head of Structured Derivatives and US head of the Futures and Options Group at JP Morgan Investment Management. He was also consultant to the Presidential Task Force on Market Mechanisms investigating the 1987 Market Break. Andrew received a MA in business economics from University of Pennsylvania, U.S. and a BA (Honors) in economics from University of Wisconsin.
  • Hui Manfred
  • 資歷 7年(2014-07-31 至今)
  • Manfred is a member of the Global Asset Allocation team. He joined Morgan Stanley in 2007 and has ten years of industry experience. Prior to joining the firm, Manfred worked for the market risk team at Dresdner Kleinwort. Manfred received a B.Sc. in Computer Science from King's College London University and a M.Sc. in Finance from Hong Kong University. Manfred is a CFA charterholder.

基金費用

最低認購金額
0澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
2.00%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/

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