摩根士丹利美國房地產基金 A

63.46美元0.03(0.05%)
2021/03/03更新
績效 / 
1月1.26%
3月1.93%
1年10.56%
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 - 北美(間接)
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
FTSE Nareit Equity REITs TR USD
晨星組別基準指數
FTSE EPRA Nareit United States TR USD
基金規模
76.59百萬截至 2021-03-02
年初至今報酬率
3.57%
殖利率
0.00
晨星評等
成立日期
1997-01-31

投資策略

基金的投資目標乃通過投資於美國房地產業之公司之股本證券,以尋求高於平均水平之經常性收入及以美元計算之長期資本增值。本基金於2001年10月31日之前原名為摩根士丹利潻惠 - 美國地產證券基金。

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

  • Grant Bill
  • 資歷 7年(2014-01-01 至今)
  • Managing director and portfolio manager of Morgan Stanley since 2014 and securities analyst for MSIM’s U.S. real estate portfolio from 2002 to 2014. Mr. Grant has over 14 years of investment experience. He has a BA from Occidental College.
  • Bigman Theodore
  • 資歷 19年(2002-01-01 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/