瑞銀 (盧森堡) 歐洲中型股票基金 (歐元)

1608.56歐元0.34(0.02%)
2021/08/03更新
績效 / 
1月1.03%
3月5.14%
1年40.25%
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
歐元
基金組別
歐洲中型股票
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 Europe SMID NR EUR
基金規模
237.69百萬截至 2021-08-03
年初至今報酬率
16.99%
殖利率
0.00
晨星評等
成立日期
1995-01-20

投資策略

本基金主要投資於歐洲本土或主要在歐洲活動的小型及中型公司,包括歐洲股票市場總市值中最後四分之一的有小市值公司,以提高回報。

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

  • Vahid Kayvan
  • 資歷 2年(2019-04-08 至今)
  • Angermann Thomas
  • 資歷 2年(2019-04-08 至今)
  • Thomas Angermann is a member of Pan European Small and Mid Cap team at UBS Asset Management, based in Zurich. Thomas is responsible for the management of a number of European Small and Mid Cap portfolios and mandates. His sector coverage includes automotive suppliers, industrials, technology, pulp & paper and consumer stables. Thomas joined UBS Asset Management as a portfolio manager in 2002. He has also worked on several country and sector funds. Thomas began his financial career by completing a Trader-Traineeship at the Bayerische Landesbank in Munich (Germany). On completion in 1997, he carried on working for this firm as a money market and foreign exchange trader. He then worked as a equity portfolio manager for European Small and Mid Caps and a global sector fund at Allianz Asset Management in Frankfurt and Munich. Thomas is a regular member of the Swiss CFA Society and the CFA Institute.
  • Manduca Frank
  • 資歷 2年(2019-04-08 至今)
  • Frank Manduca is Head of the Pan European Small and Mid Cap team, based in Zurich. The team manages a wide range of Small and Mid Cap portfolios based on a bottom-up investment approach. His daily responsibilities include the overall construction and management of a number of European Small and Mid Cap mandates. Frank joined UBS Asset Management in 2002. Prior to this he managed a range of smaller companies portfolios at Gartmore Investment Managers, which he joined in 1990. Frank began his career in 1985 as a stock broking analyst.

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.54%
最高管理費
1.54%
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