GAM Star歐洲股票基金累積單位-歐元

669.02歐元5.82(0.86%)
2025/07/16更新
績效 / 
1月1.99%
3月6.67%
1年1.69%
晨星評等

基本資料

基金公司/總代理人
台中銀證券投資信託股份有限公司
註冊地
愛爾蘭
計價幣別
歐元
基金組別
歐洲大型增長型股票
基金家族
GAM Fund Management Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar Dev Europe Grt TME NR EUR
基金規模
366.32百萬截至 2025-07-16
年初至今報酬率
2.20%
殖利率
1.31
晨星評等
成立日期
1992-10-12

投資策略

GAM Star歐洲股票基金之投資目標為透過集中投資於主要辦事處在歐洲,包括奧地利、比利時、丹麥、芬蘭、法國、德國、希臘、冰島、愛爾蘭、意大利、盧森堡、荷蘭、挪威、葡萄牙、俄羅斯、西班牙、瑞典、瑞士、土耳其及英國之公司所發行之有價股本證券,以逹致長期資本增值。

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

  • Ross James(Jamie)
  • 資歷 0年(2025-05-15 至今)
  • Jamie Ross, Investment Manager, is responsible for the management of European Equity funds at GAM.
    
    Before joining GAM Investments in May 2025, he was a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he had held since 2016. Prior to this, he was a portfolio manager on the UK Equities Team, where he co-managed a UK equities pooled fund. He started his career with Henderson in 2007. Jamie graduated with a BA degree (Hons) in economics from Durham University. He holds the Chartered Financial Analyst designation. He is based in London.
  • O'Hara Tom
  • 資歷 0年(2025-05-15 至今)
  • Tom O’Hara, Investment Director, is responsible for the management of European Equity funds at GAM, alongside Jamie Ross and David Barker.
    
    Before joining GAM Investments in May 2025, he spent seven years managing European equity funds at Janus Henderson Investors. Prior to this, he spent eight years as a sell side equity research analyst covering the metals and mining sector. He began his career in the treasury of Northern Rock plc. He received his BA degree (Hons) in economics from Newcastle University. He is passionate about the role of emerging technologies in shaping active investing and was an early investor in Quartr, a Swedish fintech platform, where he continues to serve as a non-executive adviser. He is based in London.
  • Barker David
  • 資歷 0年(2025-05-15 至今)
  • David Barker, Investment Manager, is responsible for the management of European Equity funds at GAM.
    
    Before joining GAM Investments in May 2025, he was a Research Analyst on the European Equities Team at Janus Henderson Investors, a position he had held since 2021. Prior to this, he was Research Analyst specialising in Aerospace & Defence and Industrials at Bank of America Merrill Lynch, where he started in 2017. David graduated with a BA degree in History from Somerville College, University of Oxford. He is based in London.

基金費用

最低認購金額
10,000歐元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.35%
最高管理費
1.35%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
台中銀證券投資信託股份有限公司
聯絡電話
(02)2351-1707
基金顧問地址
台北市新生南路一段50號4樓
基金顧問網址
https://www.tcbsitc.com.tw/