資本集團全球股票基金(盧森堡) B

34.26歐元0.25(0.72%)
2022/08/09更新
績效 / 
1月4.93%
3月3.88%
1年0.38%
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
全球大型均衡型股票
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 World Growth NR USD
基金規模
848.34百萬截至 2022-08-08
年初至今報酬率
4.98%
殖利率
0.00
晨星評等
成立日期
2000-10-06

投資策略

於全球進行研究篩選,以主要投資於上市股票以達到長期資本增值的目的。亦可購買未上市證券進行投資,但需受到“投資限制”相關規範的限制。

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

  • Winston Philip
  • 資歷 2年(2020-01-22 至今)
  • Philip Winston is an equity portfolio manager at Capital Group. Earlier in his career, in addition to being a portfolio manager, Philip was an equity investment analyst at Capital covering UK property and paper & packaging companies, as well as European property and media companies. Before joining Capital, he was a director and UK equity fund manager at BZW Investment Management in London. Prior to that, he worked at Orion Royal Bank in London and New York. He holds a PhD and a master's degree in history from Cambridge University. Philip is based in London.
  • Robbins William
  • 資歷 2年(2020-01-22 至今)
  • William L. Robbins is an equity portfolio manager at Capital Group. He also serves on the Portfolio Solutions Committee. He has 29 years of investment experience and has been with Capital Group for 27 years. Earlier in his career, as an equity investment analyst at Capital, Will covered small-capitalization companies, REITS and U.S. banks. Prior to joining Capital, he was a part of the investment team at Tiger Management Corp. in New York and a financial analyst with Morgan Stanley.
  • Fuss Gregory
  • 資歷 2年(2020-01-22 至今)
  • Gregory D. Fuss is an equity portfolio manager at Capital Group. He has 37 years of investment experience and has been with Capital Group for 15 years. Earlier in his career at Capital, Greg managed a portion of the research portfolio and was a portfolio specialist, acting as liaison between portfolio managers and investment counselors. Before joining Capital, Greg was a managing director at Deutsche Bank and its predecessor firm, Scudder, Stevens & Clark. At Deutsche Bank, he also served as regional manager and director of the Los Angeles office. Greg holds an MBA from the University of South

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