法巴全球環境基金/月配RH (美元)

151.76美元0.19(0.13%)
2024/12/23更新
績效 / 
1月3.82%
3月1.21%
1年12.81%
晨星評等
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基本資料

基金公司/總代理人
法銀巴黎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 - 其他
基金家族
BNP Paribas Asset Management Luxembourg
公開說明書基準指數
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晨星組別基準指數
Morningstar Global TME NR USD
基金規模
1,657.50百萬截至 2024-12-23
年初至今報酬率
12.21%
殖利率
3.59
晨星評等
-
成立日期
2018-02-13

投資策略

主要投資於環境市場公司,以提高其中期資產價值。子基金時刻將其資產至少 75%投資於在環保市場進行其大部份業務活動的企業所發行的股票及/或等同股票的證券。其餘資產(即其資產的最多25%)可投資於任何其他可轉讓證券(包括參與票據)、貨幣市場工具,亦可將資產不多於 15%投資於任何類型債務證券及將資產不多於 10%投資於 UCITS 或 UCI。就上述投資限制而言,子基金透過股票市場交易互聯互通機制投資於「中國 A 股」的整體投資不得超出其資產的 25%。

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

  • Jha Siddharth
  • 資歷 5年(2020-01-01 至今)
  • Siddharth is co-portfolio manager of the Leaders strategy and a member of the Portfolio Construction team for the Water strategy. Siddharth joined Impax in 2014 after graduating from business school and interning with Impax's Listed Equities team over the summer and autumn of 2012. In his pre-MBA career, Siddharth worked as a clean technology consultant in India. Siddharth has an MBA with a focus in Finance from London Business School and a Bachelor of Arts in History and Political Science from Macalester College, where he graduated cum laude.
  • Winborne David
  • 資歷 7年(2018-01-01 至今)
  • David is co-manager of the Global Opportunities and Leaders strategies. He has global research responsibility and specializes in the Energy Efficiency and Pollution Control environmental markets sub-sectors. David researches stocks globally with a focus on the Technology and Communications sectors. David joined Impax in 2015 from the in-house asset management team at Tesco Pension Investment where he had joint responsibility for the successful development, launch and management of a new global equities investment platform for Tesco’s pension fund.
  • Aarts Hubert
  • 資歷 12年(2012-12-20 至今)
  • Deputy CIO, Listed Equities, Executive Director
    
    Managed Fund Since: 12 January 2016
    Hubert serves as Deputy CIO, Listed Equities. Hubert is a key figure overseeing Impax Asset Management’s investment strategies in the listed equities space and is jointly responsible for the development of our investment process, research, and team. He also researches stocks globally, specialising in industrials and consumer discretionary companies.
    
    Prior to joining Impax in 2007, Hubert was a partner at Cambrian Capital. He also spent nearly a decade at BlackRock working as a portfolio manager in Europe

基金費用

最低認購金額
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申購手續費
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保管費
-
分銷費
-
管理費
-
最高管理費
1.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
法銀巴黎證券投資顧問股份有限公司
聯絡電話
(02)7718-8188
基金顧問地址
台北市信義路五段7 號71 樓之1
基金顧問網址
www.bnpparibas-ip.com.tw

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