施羅德環球基金系列-英國股票(英鎊)C-累積

6.26英鎊0.06(1.04%)
2021/09/22更新
績效 / 
1月0.24%
3月1.84%
1年37.26%
晨星評等

基本資料

基金公司/總代理人
施羅德證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
英鎊
基金組別
英國大型股票
基金家族
Schroder Investment Management (Europe) S.A.
公開說明書基準指數
-
晨星組別基準指數
FTSE AllSh TR GBP
基金規模
90.56百萬截至 2021-09-21
年初至今報酬率
14.35%
殖利率
0.00
晨星評等
成立日期
2000-01-17

投資策略

投資於英國股票,以分散投資方式創造均衡投資組合。

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

  • Casey Bill
  • 資歷 0年(2021-05-01 至今)
  • Bill Casey is a UK and European Equity Fund Manager at Schroders. He has co-managed long-only funds Schroder UK Alpha Plus Fund since March 2018 and Schroder UK Equity Fund and Schroder ISF UK Equity since May 2021. He has co-managed the long-short fund Schroder ISF European Alpha Absolute since February 2019. Bill joined Schroders from Janus Henderson in February 2018. During his six years at Janus Henderson he was a fund manager and analyst for long-only and long-short funds and co-manager of the European Best Ideas Fund. Prior to this he worked as an analyst at Bank of America Merrill Lynch and Bradshaw Asset Management. Qualifications: CFA Charterholder; BSc Business Management Dublin Institute of Technology
  • Kissack Nick
  • 資歷 0年(2021-05-01 至今)
  • Nicholas Kissack is a UK and European Equity Fund Manager at Schroders. He has co-managed long-only funds Schroder UK Alpha Plus Fund since March 2018 and Schroder UK Equity Fund and Schroder ISF UK Equity since May 2021. He has co-managed the long-short fund Schroder ISF European Alpha Absolute since February 2019. Nick joined Schroders from Janus Henderson in February 2018 where he was a Portfolio Manager from 2014 to 2018. Qualifications: CFA Charterholder; BSc in Economics & Finance from the University of York.

基金費用

最低認購金額
1,000英鎊
申購手續費
-
保管費
-
分銷費
0.00%
管理費
0.75%
最高管理費
0.60%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
施羅德證券投資信託股份有限公司
聯絡電話
(02)2722-1868
基金顧問地址
台北市信義路5段108號9樓
基金顧問網址
www.schroders.com.tw