安聯網路資安趨勢基金-IT累積類股(美元)

1034.91美元3.38(0.33%)
2024/07/24更新
績效 / 
1月0.5%
3月2.28%
1年24.23%
晨星評等
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基本資料

基金公司/總代理人
安聯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
產業股票 - 科技
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
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晨星組別基準指數
Morningstar Gbl Tech TME NR USD
基金規模
435.37百萬截至 2024-07-23
年初至今報酬率
2.91%
殖利率
0.00
晨星評等
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成立日期
2021-02-09

投資策略

投資於環球股票市場的股票,並專注於業務將受惠於網絡安全或現時與網絡安全有關的公司,以達致長期資本增值,同時採用可持續發展關鍵績效指標策略(相對)(「關鍵績效指標策略(相對)」),以達致可持續發展關鍵績效指標。

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

  • Swords Erik
  • 資歷 2年(2022-10-01 至今)
  • Erik Swords with company 19 years, Industry experience 19 years
    Erik Swords is a head of global technology strategies on the fundamental thematic team at Voya Investment Management. He joined the firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. business, where he was a lead portfolio manager, managing director and led the U.S. global technology team. Prior to that, he worked at Newton Investment Management for 16 years, leading one of BNY Mellon’s largest technology strategies, along with several other thematic portfolios focused on technology and related sectors. Previously, he worked as a research analyst covering the software sector at Pilgrim Baxter Associates, Exis Capital Management and Credit Suisse First Boston Technology Group. Erik earned a BS in finance from Lehigh University.
  • Seidenberg Michael
  • 資歷 3年(2021-02-09 至今)
  • Mr. Seidenberg is a portfolio manager, an analyst and a director with Allianz Global Investors, which he joined in 2009. He is a member of the Global Technology team in the US. Before joining the firm, he worked at a number of hedge funds, including Pequot Capital and Andor Capital. Before that, Mr. Seidenberg covered a range of technology sectors at Citadel Investment Group. He has also worked in the software industry and at Oracle Corporation, and was previously at Roche Laboratories in pharmaceutical and biotechnology sales. Mr. Seidenberg has a B.S. in business administration from the University of Colorado and an M.B.A. with concentrations in finance and accounting from Columbia Business School.

基金費用

最低認購金額
4,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.38%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw