景順天下地產證券基金A-年配息股 美元

12.17美元0.01(0.08%)
2021/02/19更新
績效 / 
1月5.5%
3月6.58%
1年12.32%
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
房地產 - 全球(間接)
基金家族
Invesco Management S.A.
公開說明書基準指數
FTSE EPRA Nareit Developed NR USD
晨星組別基準指數
FTSE EPRA Nareit Global TR USD
基金規模
30.38百萬截至 2021-02-24
年初至今報酬率
5.32%
殖利率
1.35
晨星評等
成立日期
2018-10-08

投資策略

本基金的目標是達致長期資本增值及賺取收益。

本基金尋求透過主要投資於一項多元化的環球股票(包括房地 產投資信託(「REITs」))、優先股及債務證券投資組合以 達致其目標,發行該等股票及債務證券的公司及其他實體的收 入乃來自房地產相關業務。。 

本基金投資於美國房地產投資信託主要將為美國商用房地產。

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

  • Cowen James
  • 資歷 2年(2018-10-08 至今)
  • Mr. Cowen is a Portfolio Manager with the Invesco Real Estate Global Securities Team. He has 18 years of experience in real estate and has worked for Invesco for 15 years. Prior to joining the team in 2004, he worked in a real estate corporate finance role for Invesco in Europe and as an analyst for a management consulting business based in London. He has a Bachelor and Masters Degree from the University of Manchester and a M.Phil degree from Cambridge University. He is a member of the UK Society of Investment Professionals, UK Securities & Investment Institute and is a UK FSA approved person.
  • Wang Ping-Ying
  • 資歷 2年(2018-10-08 至今)
  • Ms. Wang is an Invesco Senior Director and a Portfolio Manager on the Real Estate Securities Investment Team.Ms. Wang evaluates global real estate companies with a particular focus on Asian and North American countries while managing and performing portfolio risk analysis. In addition to these duties, Ms. Wang formulates investment strategies, spearheads thematic research projects and serves on the Real Estate Securities Management Executive Committee. She holds the Chartered Financial Analyst designation.
  • Curbo Paul
  • 資歷 2年(2018-10-08 至今)
  • Mr. Curbo is an Invesco Senior Director and a member of the Real Estate Securities Portfolio Management and Research Teams. His current duties include work as a Portfolio Manager performing quantitative and fundamental research on real estate securities. Mr. Curbo has been a guest on Bloomberg News and CNBC and has been quoted in several publications including the Wall Street Journal and Barron’s. Mr. Curbo joined Invesco in 1998 and worked for several years in the real estate research group as a Senior Research Analyst. He holds the Chartered Financial Analyst® (CFA®) designation.

基金費用

最低認購金額
1,500美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.30%
最高管理費
1.30%
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