法巴水資源基金 B (美元)

98.31美元0.4(0.41%)
2024/04/17更新
績效 / 
1月3.28%
3月4.14%
1年10.84%
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 - 水資源
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
S&P Global Water TR
基金規模
3,950.48百萬截至 2024-04-16
年初至今報酬率
0.03%
殖利率
0.00
晨星評等
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成立日期
2022-01-20

投資策略

主要投資於應對水資源相關挑戰並協助加快轉型至可持續世界的公司,以提高其中期資產價值。子基金時刻將其資產至少75%投資於由在水資源業及相關或關連行業進行其大部份業務,並具有可持續活動和程序的公司所發行

的股票及/或等同股票的證券。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(包括參與票據)、貨幣市場工具,亦可將資產不多於 15%投資於任何類型債務證券及將資產不多於 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投資於「中國 A 股」的整體投資不得超出其資產的 25%。

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

  • Winter Justin
  • 資歷 5年(2019-03-31 至今)
  • Justin co-manages Impax’s Water Strategy and a bespoke fund that blends both the Water and Specialists strategies. He specialises in New Energy, Water and Support Services. Justin researches stocks globally with a particular focus on the Industrials, Utilities and Materials sectors.
    
    Justin joined Impax in July 2009 after working in renewable energy research at New Energy Finance. Prior to moving into the renewable energy sector he worked as an investment analyst for Australian boutique manager Hunter Hall, covering global equities from their London and Sydney offices.
    
    He has a Bachelor of Engineering from the University of Queensland and a Masters of Commerce from the University of Sydney. Before moving into finance, he worked as a consulting engineer on water projects and environmental impact studies.
  • Aarts Hubert
  • 資歷 9年(2015-07-02 至今)
  • Deputy CIO, Listed Equities, Executive Director
    
    Managed Fund Since: 12 January 2016
    Hubert serves as Deputy CIO, Listed Equities. Hubert is a key figure overseeing Impax Asset Management’s investment strategies in the listed equities space and is jointly responsible for the development of our investment process, research, and team. He also researches stocks globally, specialising in industrials and consumer discretionary companies.
    
    Prior to joining Impax in 2007, Hubert was a partner at Cambrian Capital. He also spent nearly a decade at BlackRock working as a portfolio manager in Europe

基金費用

最低認購金額
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申購手續費
-
保管費
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分銷費
-
管理費
-
最高管理費
1.75%
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