資本集團全球股票基金(盧森堡) B

40.39歐元0.12(0.3%)
2024/06/21更新
績效 / 
1月1.43%
3月3.39%
1年15.91%
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
Morningstar Global TME NR USD
基金規模
717.72百萬截至 2024-06-21
年初至今報酬率
10.80%
殖利率
0.00
晨星評等
成立日期
2000-10-06

投資策略

透過主要投資於經研究及挑選的世界各地上市股票,以達到長期資本增長。該基金亦可購入非上市證券,惟須遵守「一般投資指引及限制」的相關條文。

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

  • Cheah Eu-Gene
  • 資歷 1年(2023-09-01 至今)
  • Eu-Gene Cheah is an equity portfolio manager at Capital Group. He has 26 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, he was an equity investment analyst covering pharmaceutical and biotechnology companies globally. He was also a country analyst for Singapore. Before joining Capital, Eu-Gene was a physician in the UK, where he was a Member of the Royal College of Physicians and a Fellow of the Royal College of Ophthalmologists. He holds an MBA with distinction from INSEAD, France, and a degree in clinical medicine from Oxford University.
  • Winston Philip
  • 資歷 4年(2020-01-22 至今)
  • Philip Winston is an equity portfolio manager at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 27 years. 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.
  • Robbins William
  • 資歷 4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 and the Target Date Solutions Committee. He has 31 years of investment industry experience and has been with Capital Group for 29 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.

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