安聯主題趨勢基金-IT累積類股(美元)

1609.43美元9.5(0.59%)
2024/07/23更新
績效 / 
1月0.05%
3月3.61%
1年2.27%
晨星評等
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基本資料

基金公司/總代理人
安聯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
全球靈活市值型股票
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
-
晨星組別基準指數
Morningstar Global All Cap TME NR USD
基金規模
4,130.72百萬截至 2024-07-19
年初至今報酬率
2.80%
殖利率
0.00
晨星評等
-
成立日期
2019-06-28

投資策略

根據可持續發展關鍵績效指標策略(絕對界線)(「關鍵績效指標策略(絕對界線)」)投資於環球股票市場,並專注於主題及選股,以達致長期資本增值。在此背景下,目標是對可持續發展投資作出特定的最低配置,以達致投資目標。

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

  • Finger David
  • 資歷 1年(2023-09-01 至今)
  • 學歷:Passau大學工商管理,經濟學和語言學位
    經歷:自2006年加入公司,擁有超過七年的投資經驗,為工業產業研究團隊之研究分析師,主攻原物料,同時支援全球產業型基金包括德盛德利全球資源產業基金之研究,對相關策略非常熟悉。他曾擔任全球投資長之特別助理,並曾在RCM任職,在2008年加入歐洲研究部門。擁有特許財務分析師 (CFA)執照。
  • Fruschki Andreas
  • 資歷 8年(2016-12-08 至今)
  • Mr. Fruschki, CFA, is the lead portfolio manager and Director of Equity Research – Europe with Allianz Global Investors, which he joined in 2005. Mr. Fruschki previously held various legal positions in Berlin and also worked as a consultant in the corporate-finance practice at PricewaterhouseCoopers in Hamburg, Germany. He has an M.B.A., focused on investment management, from the University of Western Sydney. Mr. Fruschki also has a law degree from Humboldt University, Berlin, and passed his judicial bar exam in 2004.
  • Miller Gunnar
  • 資歷 8年(2016-12-08 至今)
  • Gunnar Miller is Global Director of Research, and has served as Global Head of Equity Research, Head of Equity Research Europe and Sector Team Head/Research Analyst for European Technology at Allianz Global Investors and has over 30 years of investment research experience. In his role as Director of Research, Gunnar has been instrumental in integrating the analysis of Environmental, Social and Governance factors across the investment platform. He also co-manages the Allianz Thematica fund. He joined the firm in 2003. Prior to this, he spent one year as an analyst covering European semiconductors in Frankfurt and four years in New York covering U.S. semiconductor equipment for Goldman Sachs, before which he spent eight years as an analyst covering U.S. semiconductor equipment and electronics distribution at Paine Webber and Kidder Peabody, and three years as a financial analyst. He ranked number one in the annual U.S. Institutional Investor poll from 1996 through 2001 after placing second in 1995, and top four in the annual Greenwich Associates buy-side poll from 1994 through 2001. He graduated Phi Beta Kappa with a B.A. (Magna Cum Laude) in Economics from Lehigh University in 1987. He has also served as a member of the board of directors of the DVFA Society of Investment Professionals in Germany, chairman of the Corporate Reporting Users’ Forum (CRUF) Germany, as a board member of XBRL International Inc. (XII), and on the Accounting Council of the UK Financial Reporting Council (FRC).

基金費用

最低認購金額
4,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.88%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw