景順大中華基金A股 美元

96.82美元3.19(3.19%)
2021/02/26更新
績效 / 
1月1.8%
3月11.3%
1年44.85%
晨星評等

基本資料

基金公司/總代理人
景順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
大中華股票
基金家族
Invesco Management S.A.
公開說明書基準指數
MSCI Golden Dragon NR USD
晨星組別基準指數
MSCI Golden Dragon NR USD
基金規模
1,872.12百萬截至 2021-02-26
年初至今報酬率
9.96%
殖利率
0.00
晨星評等
成立日期
1992-07-15

投資策略

本基金的目標,乃透過投資於大中華地區證券以達致長

期資本增值。本基金最少70%的總資產(經扣除附屬流動

資產後)將會投資於以下公司所發行的股票或股票相關證

券:(i)註冊辦事處設於大中華地區的公司及其他實體、

大中華地區政府或其各自的任何機構或地方政府;(ii)設

於大中華地區以外但其業務主要(以收入、利潤、資產或

生產的50%或以上衡量)在大中華地區經營的公司及其他

實體;或(iii)控股公司,其權益乃主要投資於註冊辦事

處設於大中華地區的附屬公司。

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

  • Kuo Lorraine
  • 資歷 9年(2011-11-01 至今)
  • Lorraine joined Invesco in September 2011 as a fund manager and was later promoted as associate director. She is the co-manager for Greater China equity portfolios and Hong Kong & China portfolios. She received her Master of International Affairs degree from Columbia University and a Bachelor of Economics degree from National Taiwan University.
  • Shiao Mike
  • 資歷 14年(2006-12-31 至今)
  • Mike Shiao has 25 years of investment experience. He joined Invesco in 2002. In April 2015, he became Chief Investment Officer, Greater China, leading the Greater China equities team. Mike was appointed as Chief Investment Officer, Asia ex Japan, in April 2016. He was previously Head of Equities for Invesco Taiwan Ltd. He moved to Invesco Hong Kong Ltd to expand his coverage to Greater China markets in 2006. Mike started his investment career in 1992 at Grand Regent Investment Ltd., where he worked for six years as a project manager supervising venture capital investments in Taiwan and China. In 1997, he joined Overseas Credit and Securities Inc. as a senior analyst covering Taiwan technology sector. Mike also worked at Taiwan International Investment Management Co., as a fund manager and was responsible for technology sector research. Mike holds a Bachelor’s degree from National Chung Hsing University, Taiwan and a Master of Science degree in Finance from Drexel University, Philadelphia.

基金費用

最低認購金額
1,500美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
景順證券投資信託股份有限公司
聯絡電話
(02)8729-9999
基金顧問地址
台北市信義區松智路1號22樓
基金顧問網址
www.invesco.com.tw