聯博-優化波動股票基金SD月配級別美元

104.79美元1.53(1.44%)
2021/02/25更新
績效 / 
1月0.39%
3月4.73%
1年9.03%
晨星評等
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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
美元
基金組別
全球大型均衡型股票
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
MSCI World NR USD
晨星組別基準指數
MSCI World NR USD
基金規模
0.00百萬截至 2021-02-25
年初至今報酬率
0.95%
殖利率
6.33
晨星評等
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成立日期
2018-07-20

投資策略

本基金的投資目標為長期資本增值。本基金可投資於證券,包括但不限於(i)普通股及優先股(包括美國存託憑證及全球存託憑證),(ii)貨幣現貨及遠期合約,(iii)股票指數期貨,(iv)股票選擇權,(v)交易所買賣基金,(vi)認購(售)權證、認股權、首次公開發售及私人配售,包括新發行及二次發售,(vii)可轉換為普通股的證券及(viii)參與票據及/或其他綜合性外國股票。

為達成本基金的投資目標,投資經理將尋找在未來波動度較低與下檔風險較小的股票。本基金將主要投資於成熟市場的股票,但本基金亦可投資任何國家的股票,包括新興市場。

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

  • Suzuki Sammy
  • 資歷 6年(2015-01-01 至今)
  • Sammy Suzuki was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Emerging Markets Strategic Core portfolio since its inception in July 2012 and the Global, International and US portfolios since 2015. Suzuki has managed portfolios for over 13 years and emerging-markets portfolios for a decade. From 2010 to 2012 he also held the role of director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Suzuki spent a decade as a research analyst.
  • Hargis Kent
  • 資歷 8年(2012-12-11 至今)
  • Kent Hargis was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Global, International and US portfolios since their inception in September 2011, and the Emerging Markets Strategic Core portfolio since January 2015. Hargis was named Head of Quantitative Research for Equities in 2009, with responsibility for overseeing the research and application of risk and return models across the firm’s equity portfolios. He joined the firm in October 2003 as a senior quantitative strategist.

基金費用

最低認購金額
25,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
-
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