法巴科技創新股票基金 B (美元)

120.05美元2.37(2.01%)
2024/04/23更新
績效 / 
1月6.6%
3月0.64%
1年25.69%
晨星評等
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基本資料

基金公司/總代理人
法銀巴黎證券投資顧問股份有限公司
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
BNP Paribas Asset Management Luxembourg
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
4,397.31百萬截至 2024-04-22
年初至今報酬率
3.17%
殖利率
0.00
晨星評等
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成立日期
2021-04-08

投資策略

主要投資於創新的科技公司,以提高其中期資產價值。子基金時刻將其資產至少 75%投資於由促進或受惠於創新科技的全球公司所發行的股票及/或等同於股票的證券,有關科技包括但不限於(i)人工智能、(ii)雲端運算及(iii)機械人科技。其餘資產(即其資產的最多25%)可投資於任何其他可轉讓證券及貨幣市場工具,惟任何類型債務證券的投資不得超出其資產的15%,及可將其資產不多於 10%投資於 UCITS 或 UCI。就上述投資限制而言,子基金透過股票市場交易互聯互通機制於「中國 A 股」的整體投資不得超出其資產的 20%。

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

  • Glynn Derek
  • 資歷 1年(2023-07-01 至今)
  • Woo Pamela
  • 資歷 6年(2017-12-01 至今)
  • Pamela is the Head of the US Equities team at BNP Paribas Asset Management. Pamela was a Portfolio Manager and Analyst focusing on Consumer Discretionary before becoming the head of team in 2013. She joined us in 2004 and is based in Boston.
    
    Pamela is the most experienced and longest tenured member of the team. Prior to her current responsibilities, Pamela was Portfolio Manager for Consumer Discretionary. Prior to joining us, she was Vice President, Senior Equity Analyst and Global Sector Manager at Wellington Management. During her time there, she had specific responsibility for global consumer stocks. Prior to that, she was a Vice President, Equity Analyst at Evergreen Investments, and a Vice President, Industry Analyst at Merrill Lynch. She began her career as a Senior Tax Associate at Coopers & Lybrand in 1988.
    
    Pamela has over 25 years of investment experience. She earned her BS from the University of California, Berkeley and her MBA from Harvard Business School.
  • Hegarty Pamela
  • 資歷 8年(2016-09-13 至今)
  • Pam is the lead Portfolio Manager for the Parvest Equity World Technology Fund and a member of the Global Specialist and Thematic Equity team within BNP Paribas Asset Management. Pam also has responsibility for managing the team’s investments in the global Telecommunications sector. She joined the organisation from Boston Common Asset Management, where she conducted research on the global Technology and Energy Sectors. Previously, she had worked as a global research analyst for State Street Global Advisors and Baring Asset Management. Early in her career, Pam spent nine years conducting fundamental research on the Technology sector for Janus Capital.  
    
    Pam graduated Cum Laude from Harvard University with a degree in Applied Mathematics and from the Johnson Graduate School of Management at Cornell University. A member of the CFA Institute and the Boston Security Analysts Society, she is a CFA charterholder.

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
-
管理費
-
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
法銀巴黎證券投資顧問股份有限公司
聯絡電話
(02)7718-8188
基金顧問地址
台北市信義路五段7 號71 樓之1
基金顧問網址
www.bnpparibas-ip.com.tw