百達-環保能源-HR 澳幣

157.08澳幣3.71(2.31%)
2022/12/02更新
績效 / 
1月10.54%
3月2.49%
1年23.43%
晨星評等
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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
澳幣
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
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晨星組別基準指數
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基金規模
6,809.68百萬截至 2022-12-02
年初至今報酬率
23.57%
殖利率
0.00
晨星評等
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成立日期
2020-12-07

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

  • Losa Manuel
  • 資歷 2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.
  • Roessing Christian
  • 資歷 7年(2015-10-01 至今)
  • Christian Roessing joined Pictet Asset Management in 2015 and is a Senior Investment Manager for the Clean Energy strategy in the Thematic Equities team.
    
    Prior to joining Pictet, Christian worked for 8 years at Vontobel Asset Management, first as a Portfolio Analyst and then as an Investment Analyst/Portfolio Manager. He started his career at Barry Callebaut as a Financial Analyst.
    
    Christian graduated with a Master's in Business and Administration from the University of St. Gallen, and is a Chartered Financial Analyst (CFA) charterholder.
  • Chollet Xavier
  • 資歷 12年(2011-04-01 至今)
  • Xavier Chollet joined Pictet Asset Management in 2011 as a Senior Investment Manager in the Thematic Equities Team co-managing the Clean Energy strategy.
    
    Previously, he was a member of Pictet’s Wealth Management division as an analyst covering technology (from 1998) and clean energy (from 2007). He also managed two internal portfolios on solar energy and energy efficiency.
    
    Xavier holds a Master’s in Finance from the Faculty of Business and Economics of the University of Lausanne.

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
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分銷費
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管理費
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最高管理費
2.90%
遞延費
-
最高遞延費
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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