匯豐環球投資基金-環球基建股票-AM3OAUD

11.56澳幣0.01(0.05%)
2024/10/04更新
績效 / 
1月2.18%
3月10.34%
1年30.24%
晨星評等
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基本資料

基金公司/總代理人
滙豐證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
澳幣
基金組別
產業股票 - 其他
基金家族
HSBC Investment Funds (Luxembourg) S.A.
公開說明書基準指數
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晨星組別基準指數
S&P Global Infrastructure TR USD
基金規模
2,046.23百萬截至 2024-10-03
年初至今報酬率
13.61%
殖利率
2.56
晨星評等
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成立日期
2022-12-19

投資策略

本附屬基金旨在投資於由上市基建證券組成的環球多元化集中式投資組合,提供長線總回報,同時促進SFDR第8條界定的ESG特點。附屬基金旨在透過過更高的ESG評級來實現這一目標,該評級由經過額外的滙豐專有分析的既有第三方來源提供,計算為附屬基金投資發行人的ESG評級的市值加權平均數,高於可投資基建股票範圍的加權平均數。

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

  • Corona Giuseppe
  • 資歷 2年(2022-03-28 至今)
  • Giuseppe Corona, BEc, MBA (International Finance), Certificate in Portfolio Management, CFA
    Head of Global Listed Infrastructure
    Giuseppe Corona is the Head of AMP Capital’s Global Listed Infrastructure Team, based in the London office. He also leads the research effort of infrastructure companies in North America and Europe. He joined the financial industry in 1999, and began portfolio management across long only and long/short products in 2008. Prior to joining AMP Capital, Mr Corona spent two years at Exane-BNP Paribas as a senior equity analyst covering multi-utilities and infrastructure companies. Previously, he spent one year in Switzerland, managing a long/short market neutral portfolio at Swan, a small investment boutique, and nine years at Bear Stearns Asset Management in the US where he was appointed Managing Director in 2006. While at Bear Stearns he played an integral part in managing a US large cap value fund and a European long/short hedge fund. Mr Corona holds a Bachelor of Economics and Business Administration from the University of Palermo in Italy and a Master of Business Administration in International Finance from St. John's University in Italy. He also holds a Certificate in Portfolio Management from New York University and is a CFA charterholder.

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
-
最高管理費
1.50%
遞延費
-
最高遞延費
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聯絡資訊

基金投資顧問
滙豐證券投資信託股份有限公司
聯絡電話
(02)2325-7888
基金顧問地址
台北市敦化南路二段99 號24 樓
基金顧問網址
https://www.assetmanagement.hsbc.com.tw