路博邁投資基金 - NB次世代通訊基金A累積類股(美元)

16.39美元0.18(1.11%)
2024/10/09更新
績效 / 
1月13.35%
3月2.5%
1年50.78%
晨星評等
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基本資料

基金公司/總代理人
路博邁證券投資信託股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
產業股票 - 科技
基金家族
Neuberger Berman Asset Management Ireland Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Tech TME NR USD
基金規模
1,122.08百萬截至 2024-10-09
年初至今報酬率
30.08%
殖利率
0.00
晨星評等
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成立日期
2020-05-04

投資策略

本基金的投資目標是尋求透過主要投資於持有環球股票的投資組合,於市場週期內(通常為 3 年)達致超過基準指數(摩根士丹利所有國家世界指數(總回報,扣除稅項,美元))(MSCI All-Country World Index (ACWI) (Total Return, Net of Tax, USD))3-5%的目標平均回報(扣除費 用前),並聚焦於「新世代網絡連接」(定義見下文)所涉及或從中產生利益的公司。

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

  • Creedon Timothy
  • 資歷 4年(2020-04-08 至今)
  • Timothy Creedon, CFA, Managing Director, joined Neuberger Berman Investment Advisers LLC in 2005 and is Director of Research for the Global Equity Research Department and a Portfolio Manager on the Neuberger Berman Focus Fund and the Neuberger Berman Research Opportunity Portfolio. Prior to his appointment as Director of Research, Tim served as an equity analyst covering Consumer Staples companies for the department. Previously, he spent three years working as a sell-side research associate at Lehman Brothers, also covering consumer stocks, and two years working in the Private Equity group at Lehman Brothers, where he was responsible for analyzing and executing investments in early stage telecom/media companies. Tim began his career at Merrill Lynch, where he spent two years working in Investment Banking, covering the telecommunications industry. He is a CFA charterholder and graduated magna cum laude from Georgetown University’s School of Foreign Service with a concentration in International Economics.
  • Ramanan Hariharan
  • 資歷 4年(2020-04-08 至今)
  • 2019 – Present Neuberger Berman
    2014 – 2018 Valarc Holdings, Managing Partner, Global Equities
    2007 — 2014 Eminence Capital, Portfolio Manager, International Equities
    2004 — 2007 Basso Capital, Managing Director and Portfolio Manager
    2002 – 2004 Advent International, Senior Associate, Private Equity
    2000 - 2002 Lehman Brothers, Analyst, Private Equity Knox College, BA (Mathematics and Economics)
    21 Years of Industry Experience
  • Boon Yan Taw (YT)
  • 資歷 4年(2020-04-08 至今)
  • Yan Taw (YT) Boon 
    Managing Director, Director of Research (Asia), Co-Portfolio Manager
     
    2013 – Present Neuberger Berman, Hong Kong
    2011 – 2013 Credit Suisse, Hong Kong
    2010 – 2010 Huawei, China
    2006 – 2009 Broadcom, UK
    2004 – 2006 Cadence, UK
    2003 – 2004 ARM, UK University of Edinburgh, MSc
    University of Southampton, BEng 
    17 Years of Industry Experience

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.70%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
路博邁證券投資信託股份有限公司
聯絡電話
02 8726 8280
基金顧問地址
台北市信義區忠孝東路5段68號20樓
基金顧問網址
www.nb.com/web/taiwan/index.html