安聯全球機智股票基金-IT累積類股(美元)

1161.81美元6.04(0.52%)
2024/07/15更新
績效 / 
1月3.19%
3月5.16%
1年13.55%
晨星評等
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基本資料

基金公司/總代理人
安聯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
全球大型均衡型股票
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
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晨星組別基準指數
Morningstar Global TME NR USD
基金規模
479.28百萬截至 2024-07-12
年初至今報酬率
8.17%
殖利率
0.00
晨星評等
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成立日期
2023-06-30

投資策略

本基金主要投資於全球股票市場,最多 49%可投資於新興市場、最多 30%資產可同時或單獨持有存 款、投資於貨幣市場工具及貨幣市場基金,惟貨幣市場基金部位最高以本子基金資產 10%為限,且 最多 20%資產可投資於中國 A 股市場。

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

  • Kim Joseph
  • 資歷 3年(2021-10-01 至今)
  • Mr. Kim is an Analyst and Vice President with Allianz Global Investors, which he joined in 2021. He has portfolio manager responsibilities for Global Insights and research responsibilities for the US Small-Mid Cap strategies. Prior to joining the firm, Mr. Kim was a Research Associate at Artisan Partners covering the global industrials sector, and an equity research associate and strategist at Deutsche Bank covering various consumer discretionary and materials sub-sectors. He has six years of equity research experience. Mr. Kim has a B.Com (Hon.) in Economics and an LL.B. from The University of Sydney, and an M.B.A. from The University of Chicago Booth School of Business. He is a CFA charterholder.
  • Phanitsiri Mark
  • 資歷 4年(2020-09-30 至今)
  • Mr. Phanitsiri is a vice president and portfolio manager on the Global Insights strategy with Allianz Global Investors, which he joined in 2010. He has worked on Global Insights since joining the firm and later became a technology research analyst. He is currently dedicated to the Global Insights portfolio management team. Mr. Phanitsiri has 19 years of investment-industry experience. Mr. Phanitsiri previously worked on private and public equity investments at Sageview Capital and Thoma Bravo Equity Partners. He has a B.S.E. in mechanical and aerospace engineering from Princeton University, and an M.B.A. from Harvard Business School. Mr. Phanitsiri is a CFA charterholder.

基金費用

最低認購金額
4,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw