聯博-歐元區成長基金SX級別美元

106.32美元1.74(1.61%)
2026/01/29更新
績效 / 
1月3.62%
3月5.65%
1年
晨星評等
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基本資料

基金公司/總代理人
聯博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
歐元區大型股票
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Dev Ezn TME NR EUR
基金規模
151.64百萬截至 2026-01-28
年初至今報酬率
2.85%
殖利率
0.00
晨星評等
-
成立日期
2016-10-13

投資策略

目標透過資本增長隨時間增加閣下的投資價值。在正常市場狀況下,本基金將至少80%及不少於三分之二的資產投資於在歐元區成立或有大量業務活動之公司的股本證券。此等公司可屬任何市值及行業。本基金的投資可包括可換股證券、預託證券、REIT及ETF。本基金可對任何貨幣作出投資參與。

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

  • Hofmann Robert
  • 資歷 0年(2025-11-25 至今)
  • Robert Hofmann, CFA, is a portfolio manager and a director with Allianz Global Investors, which he joined in 2005. As a member of the European Equities team, he is deputy portfolio manager for the Europe Equity Growth strategy and lead portfolio manager for the International Equity Growth strategy. He has an M.B.A. in finance and accounting from the University of Frankfurt am Main. Mr. Hofmann is a CFA charterholder.
  • Valkova Darina
  • 資歷 0年(2025-11-25 至今)
  • Darina Valkova is the deputy portfolio manager of the Allianz Continental European Fund and Euroland Equity Growth strategy, having joined Allianz GIobal Investors in 2015. Previously a member of the Graduate Program, she did rotations in all the major asset classes with focus on the Equity platform. Darina has a Master of Science in Business Management from the University of Augsburg, Germany, and prior to this completed a Bachelor of Science in Business Management from the University of Birmingham, in the UK. She is a CFA® charterholder.
  • Morris-Eyton Marcus
  • 資歷 0年(2025-11-25 至今)
  • Marcus Morris-Eyton is a Portfolio Manager within the Europe Equity Growth Team at Allianz Global Investors, having joined the firm in 2011. Marcus is the Co-Lead Manager on the Allianz Continental European strategies and Deputy Lead Manager on the Allianz Euroland Equity Growth strategies, having taken over responsibility for both in June 2017. Marcus divides his time between London and Frankfurt. Marcus was named one of the top 40 under 40 rising stars in asset management by Financial News in 2015. Marcus is a regular contributor on CNBC and Bloomberg TV stations, as well as writing regularly for the trade press, and speaking at industry conferences. Marcus is a CFA® Charterholder, and graduated with a First Class honours degree, in English and philosophy from the University of Leeds.

基金費用

最低認購金額
25,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw