摩根士丹利亞洲永續股票基金 A

71.11美元2.88(3.89%)
2021/02/26更新
績效 / 
1月3%
3月11.93%
1年39.57%
晨星評等

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
盧森堡
計價幣別
美元
基金組別
亞洲不包括日本股票
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
MSCI AC Asia Ex Japan NR USD
晨星組別基準指數
MSCI AC Asia Ex Japan NR USD
基金規模
41.72百萬截至 2021-02-26
年初至今報酬率
6.63%
殖利率
0.00
晨星評等
成立日期
1997-02-01

投資策略

基金之投資目標乃透過投資於亞洲股票市場(日本除外),尋求長線資本增值,從而籍著區內之蓬勃經濟增長而受惠。本基金於2001年8月之前原名為摩根士丹利潻惠 - 亞洲股票基金。

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

  • Hattangadi Amay
  • 資歷 3年(2018-07-06 至今)
  • Amay is co-lead portfolio manager for Asia ex-Japan equity portfolio focusing on ASEAN and Korea. He joined Morgan Stanley in 1997 and has 21 years of investment experience. Previously, he was a portfolio administrator. Amay received a Bachelor of Commerce degree from the University of Mumbai. He is an Associate Member of the Institute of Chartered Accountants of India. He holds the Charted Financial Analyst designation.
  • Yu May
  • 資歷 8年(2012-08-29 至今)
  • May is a portfolio manager for the Asian Equity strategy, focusing on China and Hong Kong. She re-joined Morgan Stanley in 2012 and has 18 years of investment experience. May was previously with the Asian Equity team from 2006 to early 2011, dedicated to China investing. Prior to re-joining Morgan Stanley, she was lead portfolio manager at China International Capital Corporation (CICC) for long-only China/Hong Kong equity. Earlier in her career, May was an assistant director in China research at BNP Paribas Peregrine from a base in Beijing. She also worked as a manager for China Cinda Asset Management and China Construction Bank. May has received a Bachelor?s in Engineering and Industrial Management from Dalian University of Technology, a Master of Economics in Finance from the Graduate School of the People?s Bank of China and an M.B.A. from NYU?s Stern School of Business.

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
1.40%
最高管理費
1.40%
遞延費
-
最高遞延費
0.00%

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/