百達-能源轉型-HR南非幣月配息

2031.13南非幣17.07(0.85%)
2024/06/18更新
績效 / 
1月1.34%
3月5.88%
1年11.33%
晨星評等
-

基本資料

基金公司/總代理人
百達證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
南非幣
基金組別
產業股票 - 其他
基金家族
Pictet Asset Management (Europe) SA
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Renew Enrg NR USD
基金規模
87,266.94百萬截至 2024-06-14
年初至今報酬率
7.49%
殖利率
5.60
晨星評等
-
成立日期
2020-12-08

投資策略

該成分基金採用資本增長策略,透過將最少三分 之二的總資產╱總財富投資於為減少碳排放作出 貢獻的公司所發行的股份。投資範圍不限於特定 地區(包括新興國家)。

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

  • Liu Pam
  • 資歷 1年(2023-05-01 至今)
  • Pam Liu joined Pictet Asset Management and the Pictet Clean Energy team in 2023.
    
    Prior to Pictet, she spent three years as a sell-side research analyst at Morgan Stanley in London covering European Building and Construction. Prior to that, she spent 13 years in the utilities sector through investment banking, corporate M&A and consulting.
    
    Pam holds a BA Honours degree in Mathematics and Statistics from the University of Oxford as well as a Master’s degree in Finance from the London Business School.
  • Martin-Achard Guillaume
  • 資歷 1年(2023-01-18 至今)
  • Guillaume joined Pictet Asset Management in 2019 and is an Investment Manager in the Thematic Equities team.
    
    Guillaume started at Pictet Asset Management as an intern in the London-based International Equities (EAFE) team before moving to Geneva to join Thematic Equities. Guillaume started the Pictet Asset Management Graduate Program in 2021 with rotations across Thematic Equities, Multi Asset & Quantitative Investment, ESG and Total Return Equities.
    
    Guillaume holds a degree in Electrical Engineering from McGill University in Canada and is a Chartered Financial Analyst (CFA) charterholder.
  • Losa Manuel
  • 資歷 3年(2021-04-01 至今)
  • Manuel Losa joined Pictet Asset Management in July 2019 as an Investment Manager in the Specialist Equities team. In 2021 he moved to our Thematic Equities teams.
    
    Manuel has over 10 years’ experience covering the utility industry. Prior to joining Pictet, he worked for Goldman Sachs where he covered European Utilities. Previously, he was a lead analyst at Citigroup.
    
    Manuel holds a Master’s degree from ESCP Europe in European Business and a Master’s degree in Aeronautical Engineering from Universidad Politecnica de Madrid.

基金費用

最低認購金額
0南非幣
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
2.90%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
百達證券投資顧問股份有限公司
聯絡電話
(02)6622-6600
基金顧問地址
台北市信義區松仁路32 號8 樓之1
基金顧問網址
www.pictetfunds.com