柏瑞環球基金-柏瑞美國研究增值核心股票基金 Y

264.87美元1.31(0.49%)
2021/02/26更新
績效 / 
1月1.18%
3月5.35%
1年21.66%
晨星評等

基本資料

基金公司/總代理人
柏瑞證券投資信託股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
美國大型均衡型股票
基金家族
PineBridge Investments Ireland Ltd
公開說明書基準指數
S&P 500 NR USD
晨星組別基準指數
Russell 1000 TR USD
基金規模
112.62百萬截至 2021-02-26
年初至今報酬率
2.11%
殖利率
0.00
晨星評等
成立日期
1984-06-05

投資策略

本基金以謀求長期資本増值爲目的,分散投資於主要地點或總公司設在美國的公司所發行的普通股及等同普通股,而該等普通股及等同普通股的90%均在美國認可交易所內報價或進行買賣的。等同普通股定義為可轉換為普通股的證券。

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

  • Faraday Kate
  • 資歷 9年(2012-02-01 至今)
  • Ms. Faraday joined the firm in 2007, and is responsible for both portfolio management and trading on the group’s passive and Research Enhanced strategies. Prior to her current role, Ms. Faraday was a Global Equity Trader responsible for trading Domestic, Global, and Emerging Market portfolios. Prior to joining PineBridge Investments, from 2004 through 2006 Ms. Faraday was an Equity Trader at KR Capital Advisors, an Investment Advisory firm. Previously, she worked at Merrill Lynch from 1998 through 2004 as Client Relationship Manager on their Middle Markets Research & Trading desk. Ms. Faraday holds an Executive M.B.A. degree from the Zarb School of Business at Hofstra University and a Bachelor of Science degree from Nazareth College of Rochester.
  • Ali Sheedsa
  • 資歷 9年(2012-02-01 至今)
  • SHEEDSA ALI, CFA
    Managing Director 
    Portfolio Manager & Head of Quantitative Equity
    PineBridge Investments, New York
    
    Ms. Ali heads quantitative equity research efforts and has portfolio management responsibilities for Research Enhanced Strategies. Ms. Ali has been with the firm since 2005 as a Quantitative Researcher responsible for building, testing and implementing the research enhanced platform by quantifying the firm’s equity investment philosophy and research. She is also a key contributor to our firm wide Listed Equity Allocation calls and our cross asset class forum, Investment Strategy Meetings. Previously, she was a Consultant for the Financial Models Company working on equity and fixed income attribution models. She completed graduate coursework as part of Masters in Computational Finance from Carnegie Mellon University and has MS from Rensselaer Polytechnic Institute. Ms. Ali holds BSc in Mathematics and Computer Science from St. Francis College in India, an MBA from University of Hyderabad. Ms. Ali has been a quant conference speaker and is member of client advisory board for MSCI Barra. She is a CFA charterholder.

基金費用

最低認購金額
1,000,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.00%
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw