瑞銀 (盧森堡) 全球收益股票基金 (美元) (月配息)

109.92美元0.37(0.34%)
2021/06/10更新
績效 / 
1月0.68%
3月6.24%
1年
晨星評等
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基本資料

基金公司/總代理人
瑞銀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
全球股票收益
基金家族
UBS Fund Management (Luxembourg) S.A.
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
659.92百萬截至 2021-06-10
年初至今報酬率
8.65%
殖利率
-
晨星評等
-
成立日期
2020-09-15

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

  • Räbsamen Urs
  • 資歷 6年(2015-10-07 至今)
  • Urs Raebsamen is an equity specialist in the Systematic and Index Investments team at UBS Asset Management. He has primary responsibility for communicating the team's investment process, philosophy and views to clients, prospects and consultants. From June 2011 until December 2013, Urs was part of the Institutional Client Servicing and Business Development team in Hong Kong. Prior to that, he was responsible for Product Development in Hong Kong. From September 2007 until July 2010, Urs was on an international assignment in Korea with UBS Hana Asset Management, UBS's Korean joint venture, where he was responsible for quantitative investments as well as a range of business and operational areas in the Equities division. He was a member of the UBS Hana Asset Management Executive Committee. Urs joined UBS in 2001 as a portfolio manager with responsibility for the UBS Strategy Funds in CHF and the UBS Equity Fund – Gold. In March 2005, he joined the Swiss Equities / Systematic Alpha team, responsible for the Small Cap Switzerland Fund as well as quantitative research. Urs is a member of the CFA Institute.
  • Paczek Ian
  • 資歷 7年(2014-06-30 至今)
  • Ian Paczek is a portfolio manager in the Quantitative Investments team, which is part of Systematic and Index Investments. His primary responsibility is the management of quantitative Global and European Equity strategies. Ian also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management in 2004, Ian was at JP Morgan Fleming Asset Management as senior quantitative analyst in the International Structured Equity team. He was responsible for backtesting and analysis of investment strategies, and transaction costs and risk modelling. He was previously a member of the financial engineering and business analysis team at Lombard Risk Systems. Ian is a member of the CFA Institute and the Advisory Panel of the Institute for Quantitative Investment Research (INQUIRE).
  • Zimmermann Egloff Patrick
  • 資歷 7年(2014-02-25 至今)

基金費用

最低認購金額
-
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.44%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瑞銀證券投資信託股份有限公司
聯絡電話
(02)8758-6938
基金顧問地址
台北市松仁路7號5樓
基金顧問網址
www.ubs.com/taiwanfunds