瑞萬通博基金-全球股票收益基金B(美元)

330.48美元0.35(0.11%)
2022/01/20更新
績效 / 
1月3.2%
3月2.25%
1年10.34%
晨星評等

基本資料

基金公司/總代理人
瀚亞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球股票收益
基金家族
Vontobel Asset Management S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI World High Dividend Yield NR USD
基金規模
26.10百萬截至 2022-01-20
年初至今報酬率
0.36%
殖利率
0.00
晨星評等
成立日期
2001-06-12

投資策略

本子基金目標為達成以美元計價之最高可能資本成長。

於考慮風險分散原則的同時,子基金資產主要投資於全球(不包含設址於美國)之公司所發行之股票、股票型可轉讓有價證券、參與憑證等等。

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

  • Chelat Ramiz
  • 資歷 5年(2016-12-30 至今)
  • Ramiz Chelat has been a Portfolio Manager for Vontobel’s Quality Growth Boutique since 2016. He joined Vontobel Asset Management in July 2007 as a Senior Research Analyst. In 2016, he expanded his role becoming Portfolio Manager on the firm’s Global Equity strategy and, in 2021, he started managing the firm’s Emerging Markets Equity strategy. In addition to his portfolio management responsibilities, Ramiz Chelat continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on the Consumer Discretionary, Consumer Staples and Communication Services sectors. 
    
    Prior to joining Vontobel Asset Management, from 2004 to 2007, he was Head of Consumer and Media Research at Macquarie Hong Kong and an Analyst at Macquarie Australia from 2000 to 2004. Prior to that, from 1999 to 2000, he was a Financial Analyst at Optus. Ramiz Chelat began his financial career in 1997 at Ernst & Young where he was a Senior Accountant until 1999. 
    
    He received a Bachelor of Commerce in Accounting and Finance from Macquarie University in Australia. In addition, Ramiz Chelat is a member of the Institute of Chartered Accountants of Australia as a qualified chartered accountant. He is a CFA® charterholder.
  • Krutov Igor
  • 資歷 5年(2016-12-30 至今)
  • Mr. Igor Krutov, Executive Director, Director of Research, Senior Research Analyst/Risk Analyst
    Mr. Krutov joined Vontobel Asset Management, Inc., in April 2002. Mr. Krutov was named Director of Research in July 2016 and is responsible for ensuring the quality of Vontobel’s investment research and providing guidance on portfolio construction and risk management. In addition to his current responsibilities, Mr. Krutov also maintains his senior research responsibilities and is a member of the firm’s Risk Management Team. Prior to joining Vontobel, from 1995 to 2002, Mr. Krutov was a research associate at Sanford C. Bernstein & Co. He began his financial career in 1994 at the National Association of Securities Dealers, where he worked in the arbitration department until 1995. He received both an M.B.A. in finance and a B.S. in economics from NYU 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
1.50%
最高管理費
1.65%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瀚亞證券投資信託股份有限公司
聯絡電話
(02)87586699
基金顧問地址
台北市信義區松智路1 號4 樓
基金顧問網址
www.eastspring.com.tw