瑞萬通博基金-全球股票收益基金B(美元)

304.46美元2.35(0.78%)
2022/11/23更新
績效 / 
1月9.91%
3月1.92%
1年5.33%
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
23.00百萬截至 2022-11-23
年初至今報酬率
8.21%
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 6年(2016-12-30 至今)
  • Ramiz Chelat, Managing Director and Portfolio Manager at Vontobel, has served as portfolio manager of the Emerging Markets Equity Fund since October 2021. Mr. Chelat joined Vontobel in July 2007 as a Senior Research Analyst and was promoted to portfolio manager of the Vontobel Global Equity Strategy. In addition to his portfolio management responsibilities, he continues to conduct research analysis on individual stocks that may be included in other Vontobel strategies, primarily focusing on the Consumer Discretionary, Consumer Staples and Information Technology sectors. Mr. Chelat received a Bachelor of Commerce in Accounting and Finance from Macquarie University in Australia. He is a CFA® charterholder.
  • Krutov Igor
  • 資歷 6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