Capital Group New Economy Fund (LUX)

美元(0%)
更新
績效 / 
1月2.11%
3月4.67%
1年33.28%
晨星評等
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基本資料

基金公司/總代理人
中租證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球大型增長型股票
基金家族
Capital International Management Company Sàrl
公開說明書基準指數
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晨星組別基準指數
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基金規模
573.66百萬截至 2021-09-24
年初至今報酬率
10.98%
殖利率
0.00
晨星評等
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成立日期
2020-08-05

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

  • Fortune Tomoko
  • 資歷 1年(2020-10-01 至今)
  • Tomoko Fortune is an equity portfolio manager at Capital Group. She has 24 years of investment industry experience and has been with Capital Group for one year. Prior to joining Capital, Tomoko worked as a managing partner at Criterion Capital Management. Before that, she was an associate at Goldman Sachs & Co. She holds an MBA from Stanford Graduate School of Business and a bachelor's degree in economics from Dartmouth College. Tomoko is based in San Francisco.
  • Lowenstein Reed
  • 資歷 1年(2020-10-01 至今)
  • Reed Lowenstein is a portfolio manager at Capital Group. He has 21 years of investment experience, all with Capital Group. Earlier in his career at Capital, he was an equity investment analyst with research responsibility for U.S. and European materials, electrical equipment, consumer durables & apparel, as well as European semiconductors, machinery and renewable energy companies. He holds a master’s degree from Stanford Graduate School of Business and a bachelor’s degree in drama from Tufts University, graduating magna cum laude and Phi Beta Kappa. Reed is based in New York.
  • Cherian Mathews
  • 資歷 2年(2020-02-01 至今)
  • Mathews Cherian is an equity portfolio manager at Capital Group. As an equity investment analyst, he covers U.S. and European semiconductor companies, as well as global telecommunications equipment and networking. He has 23 years of investment experience and has been with Capital Group for 16 years. Prior to joining Capital, Mathews was a senior equity analyst for Pangaea Capital in Boston. Before that, he was an equity analyst with David L. Babson and a strategy consultant with the Boston Consulting Group. He holds an MBA from Harvard Business School, and both a master’s degree in computer science and a bachelor’s degree in electrical science and engineering from Massachusetts Institute of Technology. Mathews is based in San Francisco.

基金費用

最低認購金額
100,000,000美元
申購手續費
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保管費
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分銷費
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管理費
-
最高管理費
1.35%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
中租證券投資顧問股份有限公司
聯絡電話
(02)7708-8888
基金顧問地址
台北市忠孝西路一段66號33樓
基金顧問網址
www.ezfunds.com.tw