資本集團新興市場完全機會基金(盧森堡) Bgdm (美元)

11.80美元0.08(0.67%)
2023/01/30更新
績效 / 
1月5.37%
3月14.38%
1年8.34%
晨星評等
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基本資料

基金公司/總代理人
中租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
全球新興市場股債混合
基金家族
Capital International Management Company Sàrl
公開說明書基準指數
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晨星組別基準指數
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基金規模
577.02百萬截至 2023-01-30
年初至今報酬率
5.56%
殖利率
5.12
晨星評等
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成立日期
2021-06-04

投資策略

暫無投資策略資料

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

  • Caye Arthur
  • 資歷 3年(2020-04-02 至今)
  • Arthur Caye is an equity and multi-asset portfolio manager at Capital Group. As an equity investment analyst he covers banks in Latin America, the Middle East, Eastern Europe and Africa. He has 28 years of investment experience, including 17 years with Capital. He rejoined Capital after resuming an earlier role as a European analyst. Prior to rejoining Capital, Arthur was a managing partner at Lombard Odier, a privately owned Swiss bank. Before his career at Capital, he was an equity analyst at Cazenove and a project finance officer at BNP Paribas.
  • Ciarfaglia Patricio
  • 資歷 3年(2019-10-01 至今)
  • Patricio Ciarfaglia is an equity and multi-asset portfolio manager at Capital Group. As an equity investment analyst he covers global insurers, excluding North America. He has 22 years of investment experience and has been with Capital Group for 13 years. Earlier in his career at Capital, he covered European hotels. Prior to joining Capital, he worked at Merrill Lynch in Argentina. He holds an MBA from Harvard Business School and a bachelor’s degree with honors in accounting from the Universidad Católica Argentina. He also holds the Chartered Financial Analyst® designation.
  • Freitas de Oliveira Luis
  • 資歷 15年(2008-02-01 至今)
  • Luis Freitas de Oliveira is a portfolio manager at Capital Group. He is chair of Capital International Sàrl. He has 33 years of investment experience and has been with Capital Group for 28 years. Earlier in his career, as an equity investment analyst at Capital, Luis covered financial institutions in emerging markets. Before joining Capital, he was a corporate banker for Citibank N.A. in Brazil. He holds an MBA from INSEAD, France, and a bachelor’s degree in economics from the Federal University of Minas Gerais, Brazil. Luis is based in Geneva.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.75%
遞延費
-
最高遞延費
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聯絡資訊

基金投資顧問
中租證券投資顧問股份有限公司
聯絡電話
(02)7708-8888
基金顧問地址
台北市忠孝西路一段66號33樓
基金顧問網址
www.ezfunds.com.tw

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