聯博-美國收益基金EA(穩定月配)澳幣避險級別

10.95澳幣0.05(0.46%)
2022/12/07更新
績效 / 
1月4.97%
3月0.29%
1年13.82%
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
其他債券
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
-
基金規模
24,722.81百萬截至 2022-12-06
年初至今報酬率
13.90%
殖利率
8.01
晨星評等
-
成立日期
2019-05-23

投資策略

暫無投資策略資料

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

  • Malik Fahd
  • 資歷 1年(2022-01-20 至今)
  • Fahd Malik is a Portfolio Manager on the fixed income team, focusing primarily on Income Strategies. Prior to taking on this role, he served as a portfolio manager for AB’s Absolute Return fund. Malik joined the firm in 2006 and has extensive experience in systematic, market neutral, risk-mitigating and derivative strategies. He holds a BS in electrical and computer engineering from The Cooper Union for the Advancement of Science and Art and an MS in mathematics in finance from the Courant Institute of Mathematical Sciences at New York University. Location: New York
  • DiMaggio Scott
  • 資歷 4年(2018-12-01 至今)
  • Scott DiMaggio is Senior Vice President and Director of both Global Fixed Income and Canada Fixed Income and Co-Head of Fixed Income at AB. Before joining the firm in 1999, DiMaggio was a risk management market analyst at Santander Investment Securities. He also held positions as a senior consultant at Ernst & Young and Andersen Consulting. DiMaggio holds a BS in business administration from the State University of New York, Albany, and an MS in finance from Baruch College. He is a member of the Global Association of Risk Professionals and a CFA charterholder. Location: New York
  • Sheridan Matthew
  • 資歷 6年(2017-01-31 至今)
  • Matthew Sheridan is a Senior Vice President and Portfolio Manager at AB, primarily focusing on the Global Multi-Sector Strategy portfolios. He is a member of the Global Fixed Income, Global High Income and Emerging Market Debt portfolio-management teams. Additionally, Sheridan is a member of the Rates and Currency Research Review team and the Emerging Market Debt Research Review team. He joined AB in 1998 and previously worked in the firm’s Structured Asset Securities Group. Sheridan holds a BS in finance from Syracuse University. He is a CFA charterholder. Location: New York

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
1.10%
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