景順英國動力基金C-年配息股 英鎊

11.56英鎊0.22(1.94%)
2024/04/22更新
績效 / 
1月1.94%
3月7.87%
1年3.25%
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
英鎊
基金組別
英國大型股票
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
Morningstar UK All Cap TME NR GBP
基金規模
57.66百萬截至 2024-04-22
年初至今報酬率
5.37%
殖利率
2.17
晨星評等
成立日期
2018-10-08

投資策略

該基金的目標是達致資本增值。

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

  • Shard Bethany
  • 資歷 1年(2023-03-31 至今)
  • Walker Martin
  • 資歷 5年(2018-10-08 至今)
  • Martin Walker, UK Equities Fund Manager at Invesco Perpetual
    Based in Henley-on-Thames, Martin is responsible for the management of a number of UK equity portfolios. He began his investment career in 1997 as an investment analyst with BWD Rensburg. Martin joined Invesco in 1999 as a trainee fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. Further recognition and a higher profile were provided as he took over some of the portfolio management responsibilities of veteran fund manager, Ed Burke, upon his retirement in 2008. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma.

基金費用

最低認購金額
600,000英鎊
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.00%
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