景順健康護理創新基金A-年配息股 美元

185.97美元1.28(0.69%)
2021/05/10更新
績效 / 
1月2.43%
3月3.57%
1年19.23%
晨星評等

基本資料

基金公司/總代理人
景順證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
產業股票 - 健康護理
基金家族
Invesco Management S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI World/Health Care NR USD
基金規模
364.32百萬截至 2021-05-10
年初至今報酬率
0.92%
殖利率
0.00
晨星評等
成立日期
2018-09-07

投資策略

本基金的目標是達致長期資本增值。

本基金尋求透過主要投資於全球健康護理公司的股票及股票相 關證券以達致其目標。

就本基金而言,健康護理公司包括(但 不限於)藥物、生物科技、保健服務及醫療技術及物資等行業 公司。 本基金可將不超過30%的資產淨值投資於現金與等同現金、貨 幣市場工具及不符合上述規定的公司股票及股票相關證券。

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

  • Livengood Justin
  • 資歷 0年(2021-01-31 至今)
  • Mr. Livengood has been a Vice President of OppenheimerFunds since May 2006 and a Senior Portfolio Manager since January 2014. He was a Senior Research Analyst from May 2006 to January 2014, responsible for the health care, energy and financial services sectors for mid- and small-cap growth accounts. Before joining OppenheimerFunds in May 2006, Mr. Livengood was a vice president and fund analyst with Merrill Lynch Investment Managers. During his tenure at Merrill Lynch he also worked as an investment banking analyst in the Global Media Group and as an associate with Merrill Lynch Ventures.
  • Wu Henry
  • 資歷 3年(2018-09-07 至今)
  • Henry Wu, Portfolio Manager, has been associated with Invesco and/or its affiliates since 2014 (and was previously associated with Invesco and/or its affiliates from 2006 to 2010). From 2012 to 2013, he was employed by Scopia Capital as a senior analyst. From 2010 to 2012, he was employed by Surveyor Capital/Citdadel Investment Group as an analyst.

基金費用

最低認購金額
2,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
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
景順證券投資信託股份有限公司
聯絡電話
(02)8729-9999
基金顧問地址
台北市信義區松智路1號22樓
基金顧問網址
www.invesco.com.tw