瑞銀 (盧森堡) 大中華股票基金 (美元)

647.82美元6.41(1%)
2021/06/24更新
績效 / 
1月3.17%
3月6.72%
1年18.14%
晨星評等

基本資料

基金公司/總代理人
瑞銀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
UBS Fund Management (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI Golden Dragon NR USD
基金規模
1,889.40百萬截至 2021-06-24
年初至今報酬率
5.04%
殖利率
0.00
晨星評等
成立日期
1997-01-31

投資策略

本基金主要投資於中華人民共和國或台灣的公司的股票,以及與中華人民共和國或台灣有密切經濟聯係的其他東亞國的公司的股票。

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

  • Wu Morris
  • 資歷 2年(2019-06-14 至今)
  • Morris is a member of the Global Emerging Markets and Asia Pacific Equities team and is responsible for investment analysis of China/Hong Kong equities.
    
    Morris joined UBS Global Asset Management in May 2015. Prior to this, he was a consulting director at BDA China, providing investment advisory services to top tier hedge funds and private equity funds for their investments in China. Morris worked at BDA for 9 years and specialized in the Consumer and TMT sectors.
  • Cheung Denise
  • 資歷 3年(2018-04-11 至今)
  • Shi Bin
  • 資歷 15年(2006-04-01 至今)
  • Bin Shi is a member of the Global Emerging Market and Asia Pacific Equities team, located in Hong Kong. He is Country Analyst and Portfolio Manager for China with a focus on Chinese stocks listed on both the overseas and domestic Chinese stock exchanges. Prior to joining UBS Asset Management, Bin spent three years as Head of Int’l Business, portfolio manager and analyst with Boshi Fund Management Co., one of the largest domestic mutual fund companies in China. Prior to that, he worked in the US for eight years as portfolio manager and analyst for several US mutual fund firms. Bin joined UBS in January 2006 and has managed the Greater China Fund since April 2006.

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
1.87%
最高管理費
1.87%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瑞銀證券投資信託股份有限公司
聯絡電話
(02)8758-6938
基金顧問地址
台北市松仁路7號5樓
基金顧問網址
www.ubs.com/taiwanfunds