瑞銀 (盧森堡) 健康轉型基金 (美元)

498.18美元6.89(1.4%)
2025/11/12更新
績效 / 
1月7.39%
3月19.25%
1年8.11%
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
行業股票 - 健康護理
基金家族
UBS Asset Management (Europe) S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Health NR USD
基金規模
260.11百萬截至 2025-11-11
年初至今報酬率
16.65%
殖利率
0.00
晨星評等
成立日期
1998-05-27

投資策略

此基金主要透過投資於環球的大至中型健康護理行業公司,以提供較高回報。

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

  • Wilkin Scott
  • 資歷 9年(2016-08-31 至今)
  • Scott Wilkin was appointed co-head of the enlarged Global Equity team in 2025, following the merger of the Global Equity and Global Value teams. He is also Director of Research. He acts as Lead PM on a number of strategies while being overall responsible for driving and maintaining excellent research standards across the team.
    Scott was appointed Head of Global Equity in 2016, having proven himself as one of the strongest investors across Active equities in various research roles, culminating in being Director of Research in the US. 
    In 2012, Scott was promoted to the position of Director of Research (DOR) for the US Intrinsic Value equity team. In this role, Scott managed a team of six sector-based analysts and lead company and industry-level research. Scott was also the lead portfolio manager of the Intrinsic Value equity team's Global Healthcare and UBS Healthcare Long/Short strategies. 
    
    Prior to being named DOR and portfolio manager, Scott was a Senior Investment Analyst and Sector Head for the Healthcare analyst team. His responsibilities included fundamental company and industry-level research. 
    Before joining the firm in 2003, Scott spent seven years as a securities analyst covering the medical device industry, most recently as a managing director at SG Cowen. Scott started his career serving in various business development, strategic planning and market research roles in the specialty pharmaceutical and diagnostic industries.
    Scott is a member of the Investments Committee to the board of the American Diabetes Association (ADA).
  • Konosky Matthew
  • 資歷 9年(2016-08-31 至今)
  • Matthew Konosky is the Lead Healthcare Portfolio
    Manager and a Senior Investment Analyst on UBS Asset
    Management's US Intrinsic Value Equity Team. In his
    portfolio manager role, Matthew is Lead Portfolio
    Manager for the Global Healthcare Lux Fund as well as
    Deputy Portfolio Manager for the Global Biotech Lux
    Fund.
    Analyst responsibilities include fundamental company
    and industry-level research and development of
    company earnings models for the global
    pharmaceuticals and health care services sectors.
    Prior to joining the firm in 2006, Matthew worked as
    health care services analyst at Sanford C. Bernstein in
    New York and as a senior consultant at Mars & Co.
    serving several Fortune 500 health care clients.
    Matthew has also served as a member of the MIT
    Educational Counsel since 1997.

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
1.63%
最高管理費
1.37%
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