MFS全盛基金系列-MFS全盛全球內在價值股票基金IH1(歐元)

155.55歐元1.1(0.7%)
2024/06/14更新
績效 / 
1月1.32%
3月0.3%
1年11.88%
晨星評等
-

基本資料

基金公司/總代理人
柏瑞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
產業股票 - 其他
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Growth TME NR USD
基金規模
61.34百萬截至 2024-06-13
年初至今報酬率
5.87%
殖利率
0.00
晨星評等
-
成立日期
2019-02-15

投資策略

暫無投資策略資料

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

  • Evans Philip
  • 資歷 4年(2020-02-01 至今)
  • Philip Evans 
    - Investment Officer
    - Equity Portfolio Manager
    - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., As an Equity Research Analyst, responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios.
    - Joined MFS in 2011
    - Previous experience includes 3 years as Equity Analyst at Baillie Gifford & Co.
    - University of St. Andrews, Master of Arts, First Class
  • Stone Benjamin
  • 資歷 5年(2019-02-15 至今)
  • Benjamin Stone is an Investment Officer and Portfolio Manager of MFS, responsible for buy and sell decisions, participation in the research process and strategy discussions, portfolio construction, risk control and cash management, and has been employed in the investment area of MFS since 2005.
    He was a Equity Research Analyst in Schroders Investment Management, having 9 years as Research Analyst at Schroders Investment Management. Affiliations include Institute of Investment Management and Research. He got B.A. from Durham University.
  • de la Mata Pablo
  • 資歷 5年(2019-02-15 至今)
  • Pablo De la Mata is an investment officer of MFS Investment Management® (MFS®) and a non-U.S. equity research analyst responsible for identifying the most attractive investment opportunities in his assigned universe - health care, technology and the automotive sector within capital goods. Mr. De la Mata works closely with portfolio managers to ensure ideas are properly positioned within the portfolios. He is based in MFS’s London office but works primarily from his home in Portugal. Pablo joined MFS in 2008.

基金費用

最低認購金額
-
申購手續費
-
保管費
-
分銷費
0.00%
管理費
-
最高管理費
0.70%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw

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