安盛投資管理股票基金-安盛投資管理日本股票基金 B

1380.26日圓8.49(0.62%)
2023/05/29更新
績效 / 
1月6.44%
3月11.02%
1年12.05%
晨星評等

基本資料

基金公司/總代理人
富盛證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
日圓
基金組別
日本大型股票
基金家族
AXA Investment Managers Paris
公開說明書基準指數
-
晨星組別基準指數
TOPIX TR JPY
基金規模
17,200.92百萬截至 2023-05-29
年初至今報酬率
15.02%
殖利率
0.00
晨星評等
成立日期
2000-05-31

投資策略

投資目標的日本股票投資基金是提供長期資本增值. 日本股票投資基金將主要投資於股票,證券經理人已確定是被低估,有 買賣主要是靠市場調節 ,經理已經確定 ,作為價值低估的,並且是由發行公司, 其總部或進行大部份的經濟活動在日本.

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

  • Temperley John-Paul
  • 資歷 1年(2022-09-23 至今)
  • John-Paul joined Martin Currie in 1998. He co-manages our Japanese long/short strategy, having done so since the fund’s inception, and is co-manager of the long-only Martin Currie Japan Alpha Fund. In common with our other fund managers, he is also an analyst, covering the Japanese banks, real estate and auto sectors. Before joining Martin Currie, John-Paul had worked on SBC Warburg's Japanese equities desks in both Tokyo and London. He is fluent in Japanese and Mandarin Chinese.
  • Hardie Chisako
  • 資歷 1年(2022-01-01 至今)
  • Chisako joined Scottish Widows Investment Partnership in September 2000 as an Investment Director within Japanese Equities. She has gained over ten years experience through roles within Japanese Equities with employers including Martin Currie Investment Management Ltd (1996-2000), Scottish Life Assurance Company (1994-1996) and Scottish Provident (1991-1994). Chisako holds a BA in Sociology from Keio University, Tokyo and is a Chartered Member of Securities Analysts Association of Japan.
    Chisako holds a BA in Sociology from Keio University,Tokyo, and is also a Chartered Member of the Securities Analysts Association of Japan.

基金費用

最低認購金額
650,000日圓
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.35%
最高管理費
1.35%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
富盛證券投資顧問股份有限公司
聯絡電話
(02)2728-3222
基金顧問地址
台北市信義區松德路171號9樓及 9樓之一
基金顧問網址
www.cgsice.com