貝萊德永續能源基金 X10 美元

12.39美元0.07(0.57%)
2026/01/16更新
績效 / 
1月4.9%
3月6.51%
1年40.74%
晨星評等
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基本資料

基金公司/總代理人
貝萊德證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
行業股票 - 替代能源
基金家族
BlackRock (Luxembourg) SA
公開說明書基準指數
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晨星組別基準指數
Morningstar Gbl Renew Enrg NR USD
基金規模
4,309.05百萬截至 2026-01-16
年初至今報酬率
4.38%
殖利率
6.54
晨星評等
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成立日期
2022-05-11

投資策略

可持續能源基金以盡量提高總回報為目標。基金將其至少70%的總資產投資於全球各地可持續能源公司的股本證券。基金是互聯互通基金,可透過互聯互通機制最多以其總資產的20%直接投資於中國。基金在或然可換股債券的投資以其總資產的5%為限。

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

  • Lilford Charles
  • 資歷 8年(2018-03-01 至今)
  • Director and Portfolio Manager is a member of the Thematics and Sectors team within BlackRock’s Fundamental Equities division. He co-manages the BGF Sustainable Energy and BGF Future of Transport funds. Prior to joining BlackRock in 2016, Mr. Lilford was an investment manager responsible for investments in the Energy and Industrial sectors and portfolio management for a private family office investment holding. He was responsible for building out the Energy and Clean Energy direct investment holdings of the industrial group, including 1,200 MW of energy generation infrastructure (including the Lyrestad Google Vestas wind project). He previously worked at Piper Jaffray (Energy & Industrials M&A and Capital Markets) and Dresdner Kleinwort (Generalist M&A). Mr. Lilford commenced his career working in global project finance focused on Clean Energy, Resources and Infrastructure. Mr. Lilford earned a B.Bus.Sci degree from the University of Cape Town in 2003. He also has qualifications from INSEAD and Stanford University.
  • Bishop Alastair
  • 資歷 10年(2015-11-02 至今)
  • Managing Director, is the Global Head of Sustainable Core Investing and a Portfolio Manager within the Thematics & Sectors team in BlackRock’s Fundamental Equities division. Mr. Bishop leads the team's energy investment pod and co-manages both traditional energy related strategies (e.g., BGF World Energy, BGF Natural Resources) and energy transition thematic strategies (e.g., BGF Sustainable Energy, BGF Future of Transport). Alastair sits on BlackRock's Climate Infrastructure Investment Committee and the EMEA Investment Stewardship Advisory Committee. He has also represented BlackRock on several external initiatives related to the energy transition including the City of London's Green Finance Initiative (2016-17) and the UK Government's Capital Markets Climate Initiative (2013-14). Mr. Bishop joined BlackRock in 2010 from Piper Jaffray where he was a Senior Research Analyst covering Clean Technology. Prior to joining Piper Jaffray in 2009, he covered the Renewable Energy and Industrial sectors for 8 years at the European Investment Bank, Dresdner Kleinwort. Mr. Bishop earned a BSc honours degree in Economics from the University of Nottingham in 2001.

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
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分銷費
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管理費
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最高管理費
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遞延費
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最高遞延費
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聯絡資訊

基金投資顧問
貝萊德證券投資信託股份有限公司
聯絡電話
(02)2326-1600
基金顧問地址
台北市大安區敦化南路二段95號28樓
基金顧問網址
www.blackrock.com.tw

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