施羅德環球基金系列-美國小型公司(美元)C-累積

247.54美元6.35(2.5%)
2021/02/26更新
績效 / 
1月3.83%
3月17.95%
1年28.96%
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
美元
基金組別
美國小型股票
基金家族
Schroder Investment Management (Europe) S.A.
公開說明書基準指數
Russell 2000 TR USD
晨星組別基準指數
Russell 2000 TR USD
基金規模
380.79百萬截至 2021-02-26
年初至今報酬率
11.73%
殖利率
0.00
晨星評等
成立日期
2000-01-17

投資策略

投資於美國市場的績優潛力小型股。

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

  • Kaynor Robert
  • 資歷 3年(2018-01-10 至今)
  • Bob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Director/Portfolio Manager at Ramius Capital Group from 2003 to 2010, which involved co-managing a hedged equity product with a goal of generating non-correlated positive returns whilst managing risk. He was a Partner/Analyst at Barbary Coast Capital Management from 2000 to 2003, which involved co-managing a long/short equity hedge fund focused on small and mid cap equities. He was a Analyst/Assistant Portfolio Manager at RCM Capital Management from 1994 to 2000, which involved working exclusively on a domestic long only small cap product recommending and covering equities. Qualifications: CFA Charterholder; BSc in Economics with Financial Applications from Southern Methodist University.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
0.85%
最高管理費
0.85%
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