霸菱歐洲精選信託基金- A類歐元配息型

63.24歐元0.06(0.1%)
2021/07/27更新
績效 / 
1月1.8%
3月5.26%
1年33.45%
晨星評等

基本資料

基金公司/總代理人
霸菱證券投資顧問股份有限公司
註冊地
英國
計價幣別
歐元
基金組別
歐洲不包括英國中小型股票
基金家族
Baring Fund Managers Ltd
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe ex UK Small Cap NR EUR
基金規模
1,996.41百萬截至 2021-07-23
年初至今報酬率
18.54%
殖利率
0.00
晨星評等
成立日期
2001-08-15

投資策略

本基金之投資目標為透過直接(及在適當情況下間接)投資於歐洲公司之證券,以達致長遠資本增值。經理之政策為透過投資於嚴格挑選之在歐洲主要股票市場報價公司證券,以達致增長,同時靈活投資於較小規模之具增長潛力公司,並適時把握有利商機。

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

  • Cuss William
  • 資歷 1年(2020-02-07 至今)
  • William Cuss is an Investment Manager on Barings’ Small Cap Equity team and co-manager of the Barings Europe Select Trust, the Barings European Opportunities Fund and the Barings International Small Cap strategy. He has worked in the industry since 2014. William joined the firm in 2016 from Investec, where he was an Equity Analyst, focusing on the European consumer staples sector. Previously, William worked as an auditor for Ernst & Young, where he qualified as a Chartered Accountant. William holds a BA (Hons) in History and Politics from the University of Warwick and is a member of the CFA Institute.
  • Riddles Colin
  • 資歷 5年(2016-10-01 至今)
  • Colin is a Portfolio manager in the Small Cap Equity Team and co-manager of the Barings Europe Select Trust, the Barings European Opportunities Fund and the Barings International Small Cap strategy. He joined Barings in March 2010 from GLG, where he was responsible for their UK Small Company Fund. Previously, he worked at HSBC Halbis, Scottish Widows and General Accident. Colin has a BA (Hons) in Financial Studies & Computer Science, an MSc in Investment Analysis from Stirling University and an MBA from Edinburgh Business School. He is a member of the CFA UK.
  • Simmonds Rosemary
  • 資歷 5年(2016-10-01 至今)
  • Rosie is a Portfolio manager in the Small Cap Equity Team, co-manager of the Barings Europe Select Trust, the Barings European Opportunities Fund and the Barings International Small Cap strategy. Rosie joined Barings in September 2010 from Baillie Gifford where she worked for three years as an Investment Analyst. Rosie graduated from Oxford University with a degree in Modern History. She was awarded the IMC certificate in 2009 and is a CFA Charterholder.

基金費用

最低認購金額
5,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
霸菱證券投資顧問股份有限公司
聯絡電話
0800-062-068
基金顧問地址
台北市基隆路1段333號21樓
基金顧問網址
www.barings.com/tw