安聯收益成長基金-BM9穩定月收類股(美元)

10.38美元0.01(0.07%)
2024/12/06更新
績效 / 
1月2.69%
3月5.81%
1年
晨星評等
-

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
美元平衡型股債混合
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
-
晨星組別基準指數
Morningstar EAA USD Mod Tgt Alloc NR USD
基金規模
51,131.75百萬截至 2024-12-05
年初至今報酬率
-
殖利率
-
晨星評等
-
成立日期
2024-04-15

投資策略

投資於美國及╱或加拿大企業債務證券及股票,以達致長期資本增值及收益。

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

  • Turner Ethan
  • 資歷 2年(2023-03-15 至今)
  • Ethan Turner is a portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was an analyst and vice president at Allianz Global Investors, where he held research responsibilities for the income and growth strategies team and was previously a trading assistant. Prior to that, Ethan was a lead analyst covering the financial sector at Relational Investors and a financial analyst at Sunstone Hotel Investors. Ethan earned a BS from San Diego State University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He is a CFA® Charterholder.
  • Oberto David
  • 資歷 3年(2022-03-01 至今)
  • David Oberto is a lead portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager and director at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and growth strategies team. and served as portfolio manager for the U.S. High Yield Bond strategy and was also responsible for managing multiple closed-end and open-end mutual funds. Prior to that, he was a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer at Bain Capital. David earned a BSBA with a concentration in finance and a minor in economics from Fordham University and an MS in finance from the D’Amore-McKim School of Business at Northeastern University.
  • Kass Justin
  • 資歷 3年(2022-03-01 至今)
  • Justin Kass is chief investment officer, co-head of income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager, managing director, CIO and co-head of U.S. income and growth strategies at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and strategies team. Prior to that at Allianz Global Investors, Justin held portfolio manager responsibilities for the U.S. convertible strategy and was a lead portfolio manager for the income and growth strategy since its inception and was also responsible for managing multiple closed-end and open-end mutual funds. Justin earned a BS from the University of California, Davis and an MBA from the UCLA Anderson School of Management. He is a CFA® Charterholder.

基金費用

最低認購金額
-
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
2.50%
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

基金篩選

登入瀏覽我的基金

立即登入
您明瞭且知悉本站之資訊均係由第三方來源所提供,本站不保證資訊之正確性、完整性與即時性。本站資訊僅供您參考,非供您作成交易決定之用,您應自行承擔所有投資風險。詳細資訊來源,請參考使用說明