聯博-優化波動總回報基金S級別美元

106.63美元0.1(0.09%)
2023/06/02更新
績效 / 
1月0.31%
3月2.86%
1年3.36%
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
美元
基金組別
Equity Market Neutral USD
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
Morningstar US Con Tgt Alloc NR USD
基金規模
180.79百萬截至 2023-06-01
年初至今報酬率
0.29%
殖利率
0.00
晨星評等
-
成立日期
2019-01-31

投資策略

펀드의 유일한 목적은 투자위험을 분산시키고 주주에게 회사의 자산 운용 수익을 제공하기 위하여 회사의 자금 을 양도성 유가증권. 유동 금융자산 및 집합투자기구(collective investment undertaking)에 관한 2010년 법 제1부 에 의거 허용되는 다른 자산에 투자하는 것입니다. 회사는 2010년 법이 허용하는 최대 한도 내에서 회사의 목 적을 완성하고 발전시키는 데에 유용하다고 여겨지는 모든 절차를 취하고 거래를 실행할 수 있습니다.

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 4年(2019-01-31 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 4年(2019-01-31 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
0.00%
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