貝萊德美國價值型基金 A2

100.06英鎊0.36(0.36%)
2024/05/28更新
績效 / 
1月0.34%
3月16.78%
1年0.1%
晨星評等
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基本資料

基金公司/總代理人
貝萊德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
美國大型價值型股票
基金家族
BlackRock (Luxembourg) SA
公開說明書基準指數
-
晨星組別基準指數
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基金規模
1,179.86百萬截至 2021-01-21
年初至今報酬率
0.34%
殖利率
0.00
晨星評等
-
成立日期
2002-07-01

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

  • Tapia Franco
  • 資歷 1年(2019-11-15 至今)
  • Franco F. Tapia is a Managing Director of BlackRock, Inc. since 2016. Prior to that, Mr. Tapia is a Senior Equity Research Analyst and Portfolio Manager at Pzena Investment Management from 2006 to 2016. He earned a B.A. in Economics with honors from Harvard University, and an M.B.A. from the Wharton School of the University of Pennsylvania where he was named a Palmer Scholar. Mr. Tapia holds the Chartered Financial Analyst designation.
  • Zhao David
  • 資歷 1年(2019-11-15 至今)
  • David Zhao, Managing Director, is Co-Director of Research for the US Income & Value pillar within the Fundamental Equities division of BlackRock's Portfolio Management Group. Mr. Zhao is also a Portfolio Manager for the BlackRock Equity Dividend, Large Cap Focus Value, Mid-Cap Value, High Equity Income, Sustainable US Value and Large Cap Concentrated Value portfolios. 
    
    Prior to joining BlackRock, David was a Global Equity Senior Research Analyst and Principal at Pzena Investment Management covering technology, US banks/brokers, medical technology, non-life insurance, financial technology and select industrials. David began his career as an Analyst at Lehman Brothers covering technology M&A; and later within the Institutional Equities Corporate Strategy Group. 
    
    David holds a BA of Arts with degrees in Economics and Computer Information Systems and graduated Cum Laude from Northwestern University.
  • DeSpirito Tony
  • 資歷 1年(2019-11-15 至今)
  • Antonio (Tony) DeSpirito, Managing Director, is Chief Investment Officer for the US Fundamental Equities business of BlackRock's Portfolio Management Group. Mr. DeSpirito is head of the US Income & Value pillar and the lead Portfolio Manager for the BlackRock Equity Dividend, Large Cap Focus Value, Mid-Cap Value, High Equity Income, Sustainable US Value and Large Cap Concentrated Value portfolios. 
    
    Prior to joining BlackRock in 2014, Mr. DeSpirito worked at Pzena Investment Management, where he served as Managing Principal, portfolio manager, and a member of the firm's Executive Committee. Mr. DeSpirito was responsible for a suite of large-cap value, all-cap value and two hedge fund portfolios. Having managed value equity assets since 1996, Mr. DeSpirito served as a portfolio manager for the John Hancock Classic Value, PACE Large Company Value, and Vanguard Windsor funds. 
    
    Mr. DeSpirito earned a BS degree in economics with concentration in finance, summa cum laude, from the Wharton School of the University of Pennsylvania in 1990, and a JD degree, magna cum laude, from Harvard Law School in 1993.

基金費用

最低認購金額
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申購手續費
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保管費
-
分銷費
-
管理費
-
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
貝萊德證券投資信託股份有限公司
聯絡電話
(02)2326-1600
基金顧問地址
台北市大安區敦化南路二段95號28樓
基金顧問網址
www.blackrock.com.tw