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首源投資環球傘型基金-盈信世界領先基金第一類股(美元-累積)
20.18美元0.14(0.67%)
2024/12/20更新
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
愛爾蘭
計價幣別
美元
基金組別
全球大型增長型股票
基金家族
First Sentier Investors (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Growth TME NR USD
基金規模
81.08百萬截至 2024-12-19
年初至今報酬率
9.42%
殖利率
0.00
晨星評等
成立日期
2000-02-11
投資策略
該基金的投資目標為達致長線資本增值。
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
- Gait David
- 資歷 3年(2021-09-01 至今)
David Gait is Head of the Stewart Investors Investment Team and a Portfolio Manager. He sits on the Stewart Investors Board. David joined the team as a graduate in 1997. He is Lead Manager of the Asia Pacific Leaders Sustainability and Asia Pacific Sustainability strategies, as well as Pacific Assets Trust. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.
- Reddy Sashi
- 資歷 3年(2021-09-01 至今)
Sashi Reddy is a Portfolio Manager with the Sustainable Funds Group at Stewart Investors. He joined the team in August 2007. Sashi is lead manager of the Worldwide Leaders Sustainability strategy and the Indian Subcontinent Sustainability strategy. Previously, he worked at Irevna Research, an Indian equities research house from 2005 to 2007. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.
基金費用
最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-
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/