貝萊德智慧數據環球小型企業基金 A2 美元

141.89美元0.16(0.11%)
2021/05/06更新
績效 / 
1月2.28%
3月5.38%
1年66.81%
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
全球中小型股票
基金家族
BlackRock (Luxembourg) SA
公開說明書基準指數
-
晨星組別基準指數
MSCI World Small Cap NR USD
基金規模
264.52百萬截至 2021-05-05
年初至今報酬率
13.21%
殖利率
0.00
晨星評等
成立日期
1994-11-04

投資策略

環球小型企業基金以盡量提高總回報為目標。基金將不少於

70%的總資產投資於全球各地較小市值公司的股本證券。較

小市值公司指於購入時在全球股票市場的市值排名位於最低

的20%的公司。雖然基金的大部份投資料會集中於全球已發

展市場的公司,但仍可投資於全球的新興市場。貨幣風險將靈

活管理。

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

  • Franklin Kevin
  • 資歷 4年(2017-05-08 至今)
  • Kevin Franklin, Managing Director, is a member of BlackRock's Systematic Active Equity Investment Group. He is responsible for BlackRock's Global Equity Strategies. Mr. Franklin rejoined the firm in 2010, building on five prior years of service with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined BlackRock after a year as head of Automated Trading at Marble Bar Asset Management in London, where he was responsible for MBAM's European systematic equity long-short product. At BGI, his previous roles include head of Portfolio Management for The 32 Capital Fund equity long-short strategy, as well as head of Market Neutral, Europe Active Equities. Prior to joining BGI, Mr. Franklin was a portfolio manager and trader at Horizon Asset Limited. Mr. Franklin earned a BS degree in applied physics and history from the California Institute of Technology in 2000.
  • Savi Raffaele
  • 資歷 4年(2017-05-08 至今)
  • Raffaele Savi, Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE). He is responsible for BlackRock's North American, European, and Developed Market Equity Strategies. He is a member of the Global Operating and Human Capital Committees. Prior to moving to his current role in 2010, Mr. Savi was the investment lead for the US Equity team within the Scientific Active Equity group. Mr. Savi's service with the firm dates back to 2006, including his years with Barclay's Global Investors (BGI), which merged with BlackRock in 2009.

基金費用

最低認購金額
0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