貝萊德亞洲巨龍基金 A2

43.45美元0.23(0.53%)
2024/04/23更新
績效 / 
1月2.29%
3月4.5%
1年3.91%
晨星評等

基本資料

基金公司/總代理人
貝萊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
亞洲不包括日本股票
基金家族
BlackRock (Luxembourg) SA
公開說明書基準指數
-
晨星組別基準指數
Morningstar Asia xJpn TME NR USD
基金規模
707.66百萬截至 2024-04-22
年初至今報酬率
0.57%
殖利率
0.00
晨星評等
成立日期
1997-01-02

投資策略

亞洲巨龍基金以盡量提高總回報為目標。基金將其至少70% 的總資產投資於在亞洲(日本除外)註冊或從事大部份經濟活 動的公司的股本證券。

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

  • Liu Lucy
  • 資歷 1年(2023-01-11 至今)
  • Lucy Liu, Managing Director, is a portfolio manager and research analyst on the Global Emerging Markets Equities Team within BlackRock’s Fundamental Equity Group. She is the lead PM on BGF China, sole PM on BGF China Flexible and co PM on BGF China Innovation and BGF Asian Dragon. She is also the research pod leader of the North Asia Consumers and Communication Services pod. 
    
    Prior to joining BlackRock in 2014, Ms. Liu spent 10 years as a sell-side research analyst with Goldman Sachs and JPMorgan in Hong Kong, specialising in Greater China TMT research. 
    
    Ms. Liu earned a BA in Finance (Hons) at Shanghai Jiao Tong University in China, and a master degree in Economics at Chinese University of Hong Kong.
  • Andrews Stephen
  • 資歷 4年(2020-04-01 至今)
  • Stephen Andrews, Managing Director, is Co-Head of Global Emerging Markets Equities for BlackRock’s Fundamental Equity Group. Mr. Andrews is lead portfolio manager for the Asian Dragon strategy and co-manages the Asian Unconstrained Strategy, Emerging Markets Sustainable Equity Strategy and the Income strategies.
    
    Prior to joining BlackRock in November 2017, Mr Andrews spent a 20-year career in the investment industry. During this time he has worked (and been based in) a variety of markets including Europe, the Middle East and now Asia. Prior to joining he was Head of Asian Financials Research and co-Head of Global Banks coverage at Deutsche Bank in Hong Kong.
    
    Mr. Andrews earned a Bachelor of Engineering degree (1st class) from the University of Birmingham, UK, in 1996.

基金費用

最低認購金額
5,000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
貝萊德證券投資信託股份有限公司
聯絡電話
(02)2326-1600
基金顧問地址
台北市大安區敦化南路二段95號28樓
基金顧問網址
www.blackrock.com.tw