富達永續減碳商機多重資產收益基金N股月配型美元計價級別

10.21美元0.04(0.39%)
2024/06/21更新
績效 / 
1月1.18%
3月2.14%
1年10.36%
晨星評等
-

基本資料

基金公司/總代理人
富達證券投資信託股份有限公司
註冊地
台灣
計價幣別
美元
基金組別
新台幣積極型股債混合
基金家族
FIL Securities Invmt Trust Co. (TW) Ltd
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
12.16百萬截至 2024-05-31
年初至今報酬率
5.17%
殖利率
4.76
晨星評等
-
成立日期
2022-06-24

投資策略

本基金為一同時兼顧由上而下與由下而上的多重資產投資策略,藉由多重資產配置以分散風險、並致力追求減碳解決方案價值鏈所帶來的結構性長期資本增長及收益為目標的主動式投資組合。憑藉「由上而下」的投資策略,利用宏觀經濟及通貨膨脹表現架構全球景氣循環區間,並深入分析當前地方區域未來經濟發展,結合質化分析建構最適資產配置之投資策略,再依照「由下而上」的資產評估分析和篩選標準,執行主動選股之投資策略,及運用富達獨創的系統性量化模型選債及建構債券配置之投資策略。

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

  • 林瑋
  • 資歷 2年(2022-09-01 至今)
  • Edward Wong, Portfolio Manager, has more than 10 years of equity investment
    experience in the Greater China region with Transportation, Commodities, and
    Energy as his most specialised sectors. He joined Quam Asset Management in
    early 2008 as Senior Research Analyst, and was then promoted to Assistant
    Portfolio Manager on his consistent outstanding returns yielded for the
    portfolio. Prior to this, he was a Senior Research Analyst at QuamResearch, an
    independent research house under Quam Group. During 2007 to April 2008,
    over 45% of his recommendation calls fell into the Top Two of the Bloomberg’s
    Best Absolute Return Rankings (BARR), of which 32% of total calls earned him
    the Top ranking. Prior to joining Quam Group, he has worked for the investment
    team of a private company and a financial institution, in charge of business
    development as well as research & portfolio management.

基金費用

最低認購金額
10,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.80%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
富達證券投資信託股份有限公司
聯絡電話
(02)2730-2200
基金顧問地址
台北市信義區忠孝東路五段68號11樓
基金顧問網址
www.fidelity.com.tw