瑞銀 (盧森堡) 保健股票基金 (美元)

415.39美元4.95(1.18%)
2021/09/27更新
績效 / 
1月2.77%
3月4.18%
1年32.45%
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
產業股票 - 健康護理
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 World/Health Care NR USD
基金規模
120.98百萬截至 2021-09-24
年初至今報酬率
15.40%
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

  • Töpfl Florian
  • 資歷 2年(2019-06-11 至今)
  • Wilkin Scott
  • 資歷 5年(2016-08-31 至今)
  • Scott is the Head of the Global Intrinsic Value Equity
    team and co-PM for our Global equity portfolios. He is
    also Director of Research (DOR); responsible for
    managing the 13-member analyst team and driving
    research quality standards across the Global Intrinsic
    Value platform.
    In 2012, Scott was promoted to the position of 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
    health care analyst team. His responsibilities included
    fundamental company and industry-level research.
  • Konosky Matthew
  • 資歷 5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
1.63%
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