聯博-新興市場優化波動股票基金AD月配澳幣避險級別

11.30澳幣0.03(0.27%)
2024/12/20更新
績效 / 
1月0.69%
3月1.16%
1年13.79%
晨星評等
-

基本資料

基金公司/總代理人
聯博證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
澳幣
基金組別
產業股票 - 其他
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
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
1,246.94百萬截至 2024-12-19
年初至今報酬率
12.11%
殖利率
2.55
晨星評等
-
成立日期
2018-02-22

投資策略

透過資本增長隨時間增加閣下的投資價值,同時尋求低於新興股票市場的波幅(按MSCI新興市場指數度量)。在正常市場狀況下,本基金通常投資於在新興市場成立、有大量業務活動或受此等市場經濟發展影響的公司之股本證券。此等公司可屬任何市值及行業。

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

  • Boynton Denise
  • 資歷 3年(2022-01-01 至今)
  • Denise Boynton is a Portfolio Manager for Emerging Markets Strategic Core Equities and a Senior Research Analyst with a focus on consumer sectors. She joined AB in 2006. Boynton spent several years in AB’s Hong Kong office, where she led AB’s emerging-market grassroots research efforts, organizing on-the-ground visits with consumers across different emerging markets to identify upcoming trends. Over the years, she has covered a broad set of industries across emerging and developed markets. Previously, Boynton worked on the Equity Capital Markets and Convertible Origination teams for Lehman Brothers in Hong Kong and New York. She holds a BA (magna cum laude) in economics from Amherst College and an MBA from Columbia Business School. 
    Location: New York.
  • Suzuki Sammy
  • 資歷 11年(2014-03-13 至今)
  • Sammy Suzuki was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Emerging Markets Strategic Core portfolio since its inception in July 2012 and the Global, International and US portfolios since 2015. Suzuki has managed portfolios for over 13 years and emerging-markets portfolios for a decade. From 2010 to 2012 he also held the role of director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Suzuki spent a decade as a research analyst.

基金費用

最低認購金額
2,000澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.65%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw

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