安盛環球基金-泛靈頓歐洲小型企業基金A Cap

211.90歐元2.48(1.18%)
2021/07/23更新
績效 / 
1月2.07%
3月4.15%
1年19.87%
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
盧森堡
計價幣別
歐元
基金組別
歐洲中型股票
基金家族
AXA Funds Management S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe SMID NR EUR
基金規模
551.06百萬截至 2021-07-22
年初至今報酬率
9.94%
殖利率
0.00
晨星評等
成立日期
2001-03-09

投資策略

本子基金目標在於達成長期資本成長。

其典型投資人將透過積極管理的投資組合,其成份包括上市股票、股票相關證券,以及衍生性金融商品,尋求以歐元評估之長期資本成長。

投資管理公司將投資位於歐洲地區的中小企業,藉以達成子基金之投資目標。

具法國應稅居民身分之投資人應注意,本子基金符合法國 PEA 帳戶資格,意即本子基金固定至少投資75%於符合 PEA 資格之證券或權益(為便於說明,指本公開說明書所載日期,子基金應至少投資75%於登記營業處設於列支敦斯登以外其他歐洲經濟區內之公司所發行的股票或權益)。

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

  • Moleux Caroline
  • 資歷 6年(2016-01-01 至今)
  • Caroline Moleux, CFA, is a Portfolio Manager/Analyst with AXA IM. Ms. Moleux joined AXA IM in 2005 as a Portfolio Manage/Analyst on the convertible and global entrepreneur strategy. She now serves as Portfolio Manager Analyst within the small cap team and is in charge of the consumer sector. Prior to joining AXA IM, Ms. Moleux worked for three years at ADI where she was an analyst on the convertible arbitrage strategy. Ms. Moleux holds a CFA and an MBA in corporate finance and financial engineering from the University Paris Dauphine.
  • de Gavoty Isabelle
  • 資歷 13年(2008-10-06 至今)
  • Isabelle de Gavoty is the Head of Europe Small Cap Equities with AXA IM. In 1998, Ms. de Gavoty joined AXA IM initially as an analyst within the Europe Small Cap Equity team before being promoted in 2001 to Lead Portfolio Manager in the Small and Mid-Cap team, a position she held until 2007. Ms. de Gavoty spent one year at Société Générale Asset Management as Portfolio Manager and Head of the Small and Mid-Cap team. In 2008, Ms. de Gavoty rejoined AXA IM as Lead Portfolio Manager and Head of the Europe Small Cap Equity team. From 1995 to 1998, Ms. de Gavoty worked as a financial analyst on the automobile sector with Wargny, a French broker. She graduated with a Masters in Finance from the University of Aix-Marseille (1994), holds the SFAF certification (French Financial Analyst Association) and is a member of the European Financial Analyst Society. Ms. de Gavoty also holds a diploma in Advanced Studies in Finance from the Oxford Brookes University.

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.75%
最高管理費
1.75%
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