法巴科技創新股票基金 B (美元)

107.68美元1.33(1.25%)
2023/12/07更新
績效 / 
1月7.39%
3月4.62%
1年27.39%
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
4,189.67百萬截至 2023-12-07
年初至今報酬率
31.91%
殖利率
0.00
晨星評等
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成立日期
2021-04-08

投資策略

中線而言,藉由主要投資於創新科技公司以提升資產價值。





此子基金主要投資於全球科技公司的股票。這些公司可包括電信公司、軟體公司、電腦硬體和外設公司、互聯網軟體及服務公司、電子服務和設備公司、IT諮詢公司、半導體公司、遊戲設備公司、能源服務和設備公司。



此基金的管理遵循自下而上的投資方法,即在選擇股票時,強調首先分析每種股票的具體特點。基金經理基於國際技術行業內的股票分類進行股票選擇。基金經理的職責為構建出呈現出良好的風險/收益比率的分散化股票投資組合。若有利的投資機會出現,此基金亦可投資於其他金融工具。

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 0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 7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
-
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