MFS全盛基金系列-MFS全盛全球股票基金 A1(歐元)

43.24歐元0.55(1.26%)
2023/09/26更新
績效 / 
1月1.28%
3月1.22%
1年5.52%
晨星評等

基本資料

基金公司/總代理人
柏瑞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
全球大型均衡型股票
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
-
晨星組別基準指數
MSCI ACWI NR USD
基金規模
2,723.00百萬截至 2023-09-25
年初至今報酬率
4.56%
殖利率
0.00
晨星評等
成立日期
1999-03-12

投資策略

基金的投資目標為以美元計值的資本增值。基金主要投資於全球發行人的股票證券投資組合。基金採用「以合理價格增長」策略揀選較大型資本,且MFS認為具良好增長前景的股票證券。基金透過自下而上的股票證券揀選尋求增值。

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

  • McAllister Ryan
  • 資歷 7年(2016-09-30 至今)
  • - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions.
    - Joined MFS in 2007
    - Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank
    - Affiliations include CFA Institute, CFA Society of Boston
    - University of Chicago, MBA, with honors
    - University of Notre Dame, BBA, summa cum laude
  • Morley Roger
  • 資歷 14年(2009-10-01 至今)
  • - Equity Portfolio Manager
    - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions.
    - Joined MFS in 2002; previous positions include Global Equity Research Analyst
    - Previous experience includes 3 years as Associate — Healthcare Group at Deutsche Bank AG — Global Investment Banking; 2 years as Financial Analyst — Technology and Media Group at Alex, Brown & Sons
    - INSEAD, MBA, with distinction
    - University of Cambridge, MA

基金費用

最低認購金額
4,000歐元
申購手續費
-
保管費
-
分銷費
0.75%
管理費
1.05%
最高管理費
1.05%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw