鋒裕匯理基金美國鋒裕股票A歐元

16.36歐元0.03(0.18%)
2021/07/22更新
績效 / 
1月3.81%
3月7.58%
1年33.63%
晨星評等

基本資料

基金公司/總代理人
鋒裕匯理證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
美國大型均衡型股票
基金家族
Amundi Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
Russell 1000 TR USD
基金規模
2,625.09百萬截至 2021-07-21
年初至今報酬率
22.05%
殖利率
0.00
晨星評等
成立日期
2001-10-29

投資策略

該子基金之目標,是透過將其至少三分二資產投資於美國發行機構所發行之股票及與股票掛鉤證券之多元化組合,以便在中長期達致資本增值。

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

  • Sterling Craig
  • 資歷 2年(2019-07-31 至今)
  • Craig Sterling is a Senior Vice President and Head of Equity Research, U.S. at Amundi Pioneer. He joined Amundi Pioneer in May 2015. Prior to joining Amundi Pioneer, he was Managing Director and Global Head of Equity Research at EVA Dimensions LLC in New York, an independent equity research firm. Prior to June 2011, he served as a Director in the HOLT Group at Credit Suisse.
  • Yu James
  • 資歷 2年(2019-07-31 至今)
  • James Yu, Vice President and Associate Portfolio Manager of Amundi Pioneer,
    joined Amundi Pioneer in 2015. Prior to joining Amundi Pioneer, Mr. Yu was a
    Senior Research Analyst at Wells Capital Management, where he supported
    small-cap value and mid-cap value strategies. Mr. Yu has been an investment
    professional since 1995.
  • Kripke Jeffrey
  • 資歷 6年(2015-07-01 至今)
  • Mr. Kripke, a Senior Vice President of Pioneer, joined Pioneer in June 2015. Effective October 1, 2015, Mr. Kripke will become lead manager of the portfolio. Mr. Kripke joined Pioneer from Allianz Global Investors, where he was Co-CIO of the Disciplined Equity Group and a portfolio manager since 2014. Previously, Mr. Kripke was at Wellington Management Company from 2001 to 2013, where he was an associate partner and portfolio manager. Prior to joining Wellington, Kripke was an associate portfolio manager for Merrill Lynch Asset Management since 1999 to 2001.

基金費用

最低認購金額
11/1000 Share
申購手續費
-
保管費
-
分銷費
0.25%
管理費
1.25%
最高管理費
1.25%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
鋒裕匯理證券投資信託股份有限公司
聯絡電話
(02)8101-0696
基金顧問地址
台北市信義區信義路5段7號32樓之一
基金顧問網址
investments.miraeasset.com.tw