美盛凱利價值基金A類股美元配息型(A)

基本資料

投資策略

基金尋求投資目標為達成長期資本成長，藉由主要投資於投資經理人認為被低估的證券，該證券由美國發行者發行。基金可投資最多25%總資產價值於非美國發行者發行的證券。至少50%總資產價值基金將投資於股票證券。基金亦可投資於債務證券包括：政府證券、公司證券及短期證券。基金亦可投資零息債券，該債券以低於面值發行且不支付現金利息。

基金經理人

• Yu Jean
• 資歷 7年(2015-01-02 至今)

• Jean Yu, CFA, PhD
  Managing Director, Portfolio Manager
  Experience:
  14 years of investment industry experience
  Joined ClearBridge, LLC (f/k/a Legg Mason Capital Management, LLC) in 2002
  Member of the CFA Institute
  ISO Health Care Group - Senior Business Analyst
  PhD in Molecular Biology from Columbia University
  MBA in Health Sector Management and Finance from Duke University
  MD from Beijing Medical University

• Peters Sam
• 資歷 9年(2013-05-15 至今)

• • Member of the CFA Institute
  • Industry since 1993
  • Firm since 2005
  • University of Chicago — MBA
  • College of William & Mary — BA in Economics
  • Fidelity Management & Research - Portfolio Manager, Health Care Sector Team
  Leader
  • Samuel M. Peters Investment Advisors - Founder
  • Eppler, Guerin & Turner - Financial Consultant
  
  - See more at: https://www.clearbridge.com/about/team/portfolio-management/peters-sam.html?team=portfolio_management#sthash.9Ysk0KIZ.dpuf

基金費用

聯絡資訊