安聯德國基金-A配息類股(歐元)

144.11歐元1.56(1.07%)
2024/10/04更新
績效 / 
1月1.97%
3月2.08%
1年21.98%
晨星評等

基本資料

基金公司/總代理人
安聯證券投資信託股份有限公司
註冊地
德國
計價幣別
歐元
基金組別
德國股票
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
-
晨星組別基準指數
Morningstar Germany TME NR EUR
基金規模
2,063.43百萬截至 2024-10-04
年初至今報酬率
8.92%
殖利率
1.50
晨星評等
成立日期
1956-03-26

投資策略

該基金之目標是透過投資德國具規模的上市公司,以獲取收入及資本升值 。

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

  • Orthen Thomas
  • 資歷 7年(2017-06-01 至今)
  • Thomas Orthen is the lead portfolio manager for Fondak, one of Allianz Global Investors' flagship German equity funds, and for Allianz Vermögensbildung Deutschland. He has over 15 years of investment-industry experience and has been a member of the dedicated German equities team since its formation in 2017. Previously, he was portfolio manager in the equity team for Europe's emerging markets and has been responsible for equity selection for Russian equities since 2010. Thomas joined Allianz Global Investors in 2005 as part of the graduate trainee program. After the graduate program, his portfolio manager career began in the global emerging markets team with a focus on stock selection in South Africa, Africa and Brazil.
    
    Thomas holds a BA in International Business from the University of Plymouth and a Diplom-Betriebswirt (FH) degree from the University of Applied Sciences in Dortmund. He is also a CFA charterholder.
  • Berger Christoph
  • 資歷 7年(2017-06-01 至今)
  • Christoph Berger is CIO Equity Europe and has been head of the German equity team since its inception in 2017, as well as being head of the Customized Equities team since its inception in 2015. The German equity team focuses on our flagship funds Concentra and Fondak as well as the German small and mid cap equity strategies. The Customised Equities team has been managing European equity portfolios of institutional clients with several billion Euros in assets under management since 2009, where each portfolio is tailored to specific, often regulatory and sustainability requirements. Prior to 2009, he was part of the cominvest equities team, where he was a top-ranking analyst for the Industrial Goods & Services and Construction & Building Materials sectors, as well as manager of cominvest Plusfonds and cominvest Fondak Europe, and co-manager of cominvest Fondak. Previously, he worked as a research analyst for capital goods and building materials/construction. He joined the firm in having started in the industry in 1999.
    Christoph holds a degree in Business Administration (BA) from the Baden-Wuerttemberg Cooperative State University Mannheim. He holds the CFA Charter and is a DVFA / CEFA investment analyst.

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.80%
最高管理費
1.80%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw