資本集團歐洲成長及收益基金(盧森堡) B

30.14歐元0.2(0.67%)
2022/09/28更新
績效 / 
1月6.03%
3月0.42%
1年6.98%
晨星評等

基本資料

基金公司/總代理人
中租證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
歐洲大型均衡型股票
基金家族
Capital International Management Company Sàrl
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe NR EUR
基金規模
144.14百萬截至 2022-09-26
年初至今報酬率
11.32%
殖利率
0.00
晨星評等
成立日期
2002-10-30

投資策略

透過主要投資於在歐洲國家註冊及/或主要營業地點位於歐洲國家的發行人的上市股票,達到長期資本增值和賺取收益的目標。保本亦是首要目標。基金亦可購買非上市證券,惟須受到“一般投資指引及限製”的相關條文所規限。

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

  • Grace Nicholas
  • 資歷 1年(2021-09-01 至今)
  • Nicholas J. Grace
    Portfolio Manager
    London office
    Nick Grace is an equity portfolio manager at Capital Group. He has 31 years of investment experience and has been with Capital Group for 26 years. Earlier in his career, as an equity investment analyst at Capital, he covered global mining companies. Prior to joining Capital, he was manager of metals research for J.P. Morgan Investment Management in Australia. Nick holds an MBA from the University of Wisconsin-Madison, and a bachelor’s degree in finance and economics from the University of Waikato, New Zealand, graduating with honors. He also holds the Chartered Financial Analyst® designation. Nick is based in London.
  • Barroso Alfonso
  • 資歷 1年(2021-09-01 至今)
  • Alfonso Barroso is an equity portfolio manager at Capital Group. Earlier in his career, as an equity investment analyst at Capital, Alfonso covered retail companies in Europe and Latin America, European real-estate and REITs, and European internet and telecommunication services. Alfonso began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor's degree with honors in economics and Hispanic studies from Harvard University. Alfonso is based in London.
  • Randall Caroline
  • 資歷 6年(2017-01-01 至今)
  • Caroline Randall is a portfolio manager at Capital Group. She also serves on the Capital Group Management Committee. Earlier in her career at Capital, as an equity investment analyst, she covered European utilities and transportation companies. Prior to joining Capital, she was head of European utilities research at J.P. Morgan. Before that, she was an analyst with Schroder Securities and an associate in investment banking at Deutsche Bank. She holds both a master's and bachelor's degree in economics from the University of Cambridge. Caroline is based in London.

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
0.00%
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
中租證券投資顧問股份有限公司
聯絡電話
(02)7708-8888
基金顧問地址
台北市忠孝西路一段66號33樓
基金顧問網址
www.ezfunds.com.tw