基本資料

投資策略

瑞銀（盧森堡）美國價值投資股票基金是一種證券子基金，主要根據分散風險原則投資於美國註冊的公司或本身對在美國註冊的公司擁有多數股權或主要於美國經營業務的公司之股票及其他普通股。在章程、投資策略及指引許可的範圍內，各子基金亦可將其資產投資於其他普通股。其投資程序採用「價值型」取向，並基於對公司內在價值所作的基本分析，意指就所分析的各種證券而言，現時價值是依照瑞銀環球資產管理股票估值模型所計算的未來盈利而釐定。瑞銀環球資產管理採用的此模型不僅計算公司的量化層面，也評估公司的管理、競爭優勢及基本競爭能力等質化因素。由瑞銀環球資產管理模型計算的公司價值其後根據市價及與同類證券比較的結果進行排名。這樣的整體評估是基於現代投資組合理論的量化方法計算，已計入瑞銀環球資產管理對公司估計的價值以及股票面臨的風險、預期收入和所建議證券之間的相互關係，因此評估有助改善證券投資組合的表現。

基金經理人

• Elegante Joseph
• 資歷 4年(2020-08-31 至今)

• Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. 
  Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients.  
  Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. 
  Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.

• Jokich Adam
• 資歷 4年(2020-08-31 至今)

• Adam Jokich is a Quantitative Sustainability Analyst on the Global Sustainable Equities team. He leads the team's efforts in developing and enhancing their proprietary ESG Model, and integrating it into the investment process. Adam leverages his quantitative skillset to provide value add in the portfolio construction and risk management process. 
  Prior to joining the Global Sustainable Equities team, Adam worked as a quantitative analyst on the Applied Research Group, in UBS Asset Management. Adam was responsible for providing quantitative research and analysis used in the investment decision making process, and assisting in the infrastructure development of quantitative equity portfolios. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios, and was responsible for the research and development initiatives of various risk premia capabilities. 
  Adam is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.

基金費用

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