M&G ESG 巴黎協議泛歐永續股票基金A(美元)

21.10美元0.24(1.17%)
2025/06/24更新
績效 / 
1月0.62%
3月9.32%
1年16.58%
晨星評等

基本資料

基金公司/總代理人
富盛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
歐洲大型均衡型股票
基金家族
M&G Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar DM Eur TME NR EUR
基金規模
374.09百萬截至 2025-06-20
年初至今報酬率
20.61%
殖利率
0.00
晨星評等
成立日期
2018-11-09

投資策略

本基金之目標為於五年期間內提供比起歐洲股票市場較高之總報酬 (結合資本增長及收益)。 本基金投資設立於歐洲或於歐洲進行其主要經濟活動之各產業及各 市值規模公司之股權證券至少達其淨資產價值之百分之八十。 本基 金通常持有少於 35 檔股票。

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

  • Olsen John
  • 資歷 7年(2018-07-30 至今)
  • John William Olsen, a Danish national, has been the manager of the Positive Impact strategy since launch in November 2018. Two years later, John William became deputy manager of the Climate Solutions strategy upon launch. He is also deputy manager of the Better Health and Diversity and Inclusion strategies. John William joined M&G in April 2014, was appointed manager of the Global Sustain Paris Aligned (formerly Global Select) and Pan European Sustain Paris Aligned (formerly Pan European Select) strategies in July 2014 and, two years later, deputy manager of the Pan European Select Smaller Companies strategy. Prior to joining M&G, he worked for Danske Capital, where from 2002 he had managed non-domestic equity portfolios, including the Global Stock Picking, Global Select and European Select strategies. He joined Danske Capital in 1998 as a fund manager on the domestic Danish equities team, and in 2000 also became a global sector analyst focusing on technology and telecommunications stocks. John William gained a BA in business economics and then an MSc in finance and accounting from Copenhagen Business School.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
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
富盛證券投資顧問股份有限公司
聯絡電話
(02)2728-3222
基金顧問地址
台北市信義區松德路171號9樓及 9樓之一
基金顧問網址
www.cgsice.com