摩根士丹利亞洲房地產基金 A

22.51美元0.4(1.81%)
2021/02/25更新
績效 / 
1月7.91%
3月8.27%
1年1.76%
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
FTSE EPRA/NAREIT AP REITs NR USD
晨星組別基準指數
FTSE EPRA Nareit Developed Asia TR USD
基金規模
93.11百萬截至 2021-02-25
年初至今報酬率
7.91%
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

  • Foong Desmond
  • 資歷 6年(2015-01-02 至今)
  • Mr. Foong has been associated with MSIM Company in an investment management capacity since 2011. Previously, Mr. Foong was an investment analyst at the Government of Singapore Investment Corporation from 2004 to 2011, primarily focusing on the Asian real estate and financial sectors.
  • Ho Angeline
  • 資歷 23年(1997-09-01 至今)
  • Angeline joined Morgan Stanley in 1997. 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.
  • Bigman Theodore
  • 資歷 23年(1997-09-01 至今)
  • Ted joined Morgan Stanley in 1995 and has 32 years of investment experience. He is the Head of Global Listed Real Assets Investing, global portfolio manager for the Global Real Estate Securities strategy and also the lead portfolio manager for the Global Infrastructure Securities strategy. Prior to joining the Firm in 1995, he was a Director at CS First Boston, where he worked for eight years in the real estate investment banking group. He established and managed the REIT effort at CS First Boston, and had primary responsibility for $2.5 billion of REIT initial public offerings. Ted also worked at Bain & Company as an Associate Consultant for two years. Ted received a B.A. from Brandeis University in Economics and an M.B.A. from Harvard Business School and studied at the London School of Economics. He was the 2011 recipient of the Industry Achievement Award from the National Association of Real Estate Investment Trusts, the leading REIT industry group, for his approach to securities research on listed real estate companies, which has been influential in making REITs a standard component of institutional real estate portfolios.

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/