摩根士丹利亞洲房地產基金 A (美元)

21.51美元0.17(0.8%)
2021/10/15更新
績效 / 
1月1.38%
3月4.91%
1年12.09%
晨星評等

基本資料

基金公司/總代理人
國泰證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
房地產 - 亞洲(間接)
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
FTSE EPRA Nareit Developed Asia TR USD
基金規模
87.45百萬截至 2021-10-15
年初至今報酬率
3.12%
殖利率
0.00
晨星評等
成立日期
1997-09-01

投資策略

基金的投資目的是通過投資於從事亞洲房地產業的公司之股本證券而實現長期資本增值。基金主要投資於亞洲地區如新加坡、馬來西亞、香港和泰國等已建立起來的市場。本基金於2001年8月之前原名為摩根士丹利潻惠 - 亞洲房地基金。

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

  • Durkay Laurel
  • 資歷 1年(2021-03-01 至今)
  • Laurel Durkay, Chartered Financial Analyst
    Managing Director
    
    Laurel Durkay joined Morgan Stanley in 2020 and has 20 years of investment experience. She is the Head of Global Listed Real Assets within Morgan Stanley Investment Management (MSIM) and the lead portfolio manager for US and Global listed real estate strategies. Prior to joining MSIM, Ms. Durkay was a Senior Vice President and Global Portfolio Manager for Listed Real Estate at Cohen & Steers Capital Management for 14 years. Previously, Ms. Durkay held several positions at Citigroup, including working on asset allocation and manag
  • Foong Desmond
  • 資歷 7年(2015-01-02 至今)
  • Desmond Foong is a Portfolio Manager focusing on Asian real estate securities investing. He joined Morgan Stanley in 2011 and has been with financial industry since 2004. Prior to joining the firm, Desmond was an investment analyst at the Government of Singapore Investment Corporation (GIC), primarily focusing on the Asian real estate and financial sectors. He received his Bachelor of Arts in economics from the University of Cambridge, and a master's degree in international and development economics from Yale University. He holds the Chartered Financial Analyst designation.
  • Ho Angeline
  • 資歷 24年(1997-09-01 至今)
  • Angeline joined Morgan Stanley in 1997 and has been with financial industry since 1992. She is a Portfolio Manager focusing on Asian Real Estate markets and securities. Prior to joining the Firm, she was a research manager at SG Securities and a senior research analyst at Schroder Securities. Previously, she was a research analyst at BZW Securities and an appraiser and a consultant at Debenham Tewson International. Angeline received a BSc with honors from the National University of Singapore in Estate Management and a MBA from the Nanyang Technological University in Accountancy.

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
1.40%
最高管理費
1.40%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/