法巴拉丁美洲股票基金/年配 (美元)

270.98美元0.36(0.13%)
2021/04/12更新
績效 / 
1月1.63%
3月7.09%
1年34.28%
晨星評等

基本資料

基金公司/總代理人
法銀巴黎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
拉丁美洲股票
基金家族
BNP Paribas Asset Management Luxembourg
公開說明書基準指數
-
晨星組別基準指數
MSCI EM Latin America NR USD
基金規模
54.92百萬截至 2021-04-13
年初至今報酬率
6.42%
殖利率
3.94
晨星評等
成立日期
2000-09-29

投資策略

主要投資於總公司設於拉丁美洲或主要營業地區公司股票與有價證券,由在地的法國巴黎資產管理巴西分公司負責管理,其投資團隊擁有平均超過8年拉丁美洲市場的豐富研究經驗,運用主動式管理,企業規模不受限制,投資組合採貿易與內需產業並重的投資策略。

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

  • Kfouri Gilberto
  • 資歷 2年(2018-12-05 至今)
  • Nagai Gilberto
  • 資歷 2年(2018-12-05 至今)
  • Gilberto is the head of Brazilian equities at Itau Asset Management. He is responsible for managing the core Brazil equity strategy.
    
    Gilberto started his career in 1998 as a sell-side analyst in ABN Amro Securities, covering the Oil sector. In 2002, he joined Fundação Cesp team (one of the largest Brazilian Pension Funds) as a Telecom, Oil and Food buy-side analyst. Gilberto joined ABN Amro Asset Management in 2004, where he was the offshore funds' portfolio manager and the coordinator of the equity research area, and he also managed ABN's long and short fund. In 2008, he participated in the start-up of the Fortis office in Brazil, where he was the CIO and the responsible for the Asset Management team. In the end of 2008, when Fortis was acquired by BNP, he joined BNP team in Brazil. In June 2010, he was appointed Head of Equities for Latin America in the BNP Paribas Fortis Group. Finally he joined Itaú Asset Management in November 2010.
    
    Gilberto holds a bachelor´s degree in business administration from the Getulio Vargas Foundation (FGV) and he is a CFA charterholder.

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
1.75%
最高管理費
1.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
法銀巴黎證券投資顧問股份有限公司
聯絡電話
(02)7718-8188
基金顧問地址
台北市信義路五段7 號71 樓之1
基金顧問網址
www.bnpparibas-ip.com.tw