百達-環境機會-HR 澳幣

589.21澳幣6.94(1.19%)
2024/04/24更新
績效 / 
1月3.07%
3月6.1%
1年16.99%
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
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
-
晨星組別基準指數
Morningstar Gbl TME NR USD
基金規模
12,229.51百萬截至 2024-04-23
年初至今報酬率
6.64%
殖利率
0.00
晨星評等
-
成立日期
2020-12-07

投資策略

該成分基金採用資本增長策略,透過主要投資於由全球(包括新興國家)公司發行的股票,或任何其他與股票掛鈎或類似的可轉讓證券(包括下述結構性產品)。

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

  • Self Katie
  • 資歷 2年(2022-10-01 至今)
  • Katie Self joined Pictet Asset Management in 2022 as an Investment Manager in the Thematic Equities team, working on the Global Environmental Opportunities strategy. Prior to Pictet, Katie spent several years doing equity research for Morgan Stanley on the industrials sector, with a particular focus on sub sectors such as renewable energy, rail energy efficiency, warehousing and semiconductors. She also spent a year as an R&D scientist with SDC Materials focused on nanotechnology projects around vehicle emissions. Katie has a PhD in Chemistry and a Masters in Material Chemistry, both from the University of St Andrews. She spent a year of her PhD studies at Fudan University in Shanghai.
  • Du Yi
  • 資歷 6年(2018-09-01 至今)
  • Yi Du joined Pictet Asset Management in 2018. He is a Senior Investment Manager in the Thematic Equities team. Yi has been co-managing our Global Environmental Opportunities strategy since 2018. He is the lead manager of the China Environmental Opportunities strategy which was launched in 2023. In 2022, Yi was awarded ESG Explorer of the Year in China by Jiemian News.
    
    Before joining Pictet, Yi worked in the Global Equity Research team of JP Morgan in Hong Kong since 2015 covering environmental and utilities sectors in Asia. Prior to that, he worked in the Investment Banking team of Barclays in Hong Kong.
    
    Yi holds an MSc in Financial Economics with distinction from the University of Oxford. He is a Chartered Financial Analyst (CFA) charterholder and holds the CFA Institute Certificate in ESG Investing.
  • Micheli Gabriel
  • 資歷 10年(2014-08-26 至今)
  • Gabriel Micheli joined Pictet Asset Management in 2006 and is a Senior Investment Manager in the Thematic Equities team.
    
    He has been co-managing the Global Environmental Opportunities strategy since its inception in 2014. Prior to that Gabriel co-managed the Pictet Timber strategy from 2008 to 2018, where he has kept an advisory role, and was co-manager of the Pictet Clean Energy strategy from 2007 to 2010.
    
    Gabriel is a Chartered Financial Analyst (CFA) charter holder. He graduated with a degree in Economics from the University of St. Gallen.

基金費用

最低認購金額
0澳幣
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