法巴永續優化波動全球股票基金/月配 B (美元)

91.26美元0.51(0.56%)
2023/06/01更新
績效 / 
1月3.53%
3月0.21%
1年4.41%
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
全球大型均衡型股票
基金家族
BNP Paribas Asset Management Luxembourg
公開說明書基準指數
-
晨星組別基準指數
MSCI ACWI NR USD
基金規模
848.15百萬截至 2023-05-31
年初至今報酬率
2.25%
殖利率
1.99
晨星評等
-
成立日期
2021-04-08

投資策略

중기에 걸친 자산 가치 증가를 목적으로 합니다. 하위펀드는 전세계 회사들이 발행한 주식 중에서 하위펀드의 변동성을 최소화 하여 위험을 감소시키고자 하는 목적을 지닌 과정을 통해 선정된 주식에 투자하여 중기에 걸친 자산 가치 증가를 목적으로 합니다.

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

  • Fournier Henri
  • 資歷 1年(2022-02-01 至今)
  • Lagarde Laurent
  • 資歷 5年(2018-06-01 至今)
  • Laurent Lagarde
    Head of Quant Equity Management / Portfolio Manager, BNP Paribas Asset Management
    Above 15 years’ industry experience
    Laurent Lagarde PhD, is Head of Quant Equity Management and a Portfolio Manager at BNPP AM. 
    Since 2003 he has been working within the BNP Paribas Group where he debuted as a Project Manager From 2005 to 2010 he was a Quant Analyst in International Equities Investments ( Japan, Global and Emerging), then a Structurer and a Portfolio Manager in Quant Strategies.
    Laurent graduated from La Sorbonne University in Paris with an Executive MBA and obtained his PhD in Mechanical Engineering at the Ecole Nationale des Ponts et Chaussées in Paris in 2000.
    Laurent is based in Paris.

基金費用

最低認購金額
-
申購手續費
-
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