聯博-優化波動股票基金EP(總報酬月配)級別美元

75.00美元0.37(0.49%)
2025/06/20更新
績效 / 
1月1.02%
3月2.88%
1年
晨星評等
-

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
全球大型均衡型股票
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 Global TME NR USD
基金規模
7,728.49百萬截至 2025-06-20
年初至今報酬率
3.14%
殖利率
-
晨星評等
-
成立日期
2024-07-24

投資策略

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,本基金投資於在已發展國家及投資管理人認為波幅較低的新興市場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。

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

  • Hargis Kent
  • 資歷 12年(2012-12-11 至今)
  • Kent Hargis is the Chief Investment Officer of Strategic Core Equities. He created the Strategic Core platform and has been managing the Global, International and US Strategic Core portfolios since their inception in 2011. Hargis has also been Portfolio Manager for the Global Low Carbon Strategy Portfolio since 2022. Previously, he managed the Emerging Portfolio from 2015 through 2023. Hargis was global head of quantitative research for Equities from 2009 through 2014, with responsibility for directing research and the application of risk and return models across the firm’s equity portfolios. He joined AB in 2003 as a senior quantitative strategist. Prior to that, Hargis was chief portfolio strategist for global emerging markets at Goldman Sachs. From 1995 through 1998, he was assistant professor of international finance in the graduate program at the University of South Carolina, where he published extensively on various international investment topics. Hargis holds a PhD in economics from the University of Illinois, where his research focused on international finance, econometrics and emerging financial markets.

基金費用

最低認購金額
2,000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
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