資本集團全球股票基金(盧森堡) B

42.14歐元0.14(0.33%)
2025/06/12更新
績效 / 
1月3.7%
3月3.83%
1年5.38%
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
Morningstar Global TME NR USD
基金規模
591.94百萬截至 2025-06-11
年初至今報酬率
0.63%
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

  • Chen Noriko
  • 資歷 0年(2025-01-01 至今)
  • Noriko Honda Chen is an equity portfolio manager at Capital Group. She also serves on the Capital Group Management Committee. She has 33 years of investment industry experience and has been with Capital Group for 25 years. Earlier in her career, as an equity investment analyst at Capital, Noriko covered Asian infrastructure, building materials and construction companies, as well as oil, gas and refining companies. She was also a research director for one of the global groups. Before joining Capital, she worked in the research department of Worldsec International Limited in Hong Kong (a subsidiary of Mitsubishi Bank) and was a manager in corporate finance. Noriko holds a bachelor's degree in economics from Williams College and a degree in the Japanese Language Bekka Program at Keio University, Tokyo. Noriko is based in San Francisco.
  • Thompson Brantley
  • 資歷 0年(2025-01-01 至今)
  • Brant W. Thompson is an equity portfolio manager at Capital Group. He has 28 years of investment industry experience and has been with Capital Group for 16 years. Earlier in his career at Capital, as an equity investment analyst, he covered communications technology, U.S. cable and telecom companies, towers, data centers and U.S. and European autos and suppliers. Before joining Capital, he was the head of the communications technology research team in global equity research for Goldman Sachs. Prior to that, he worked at J.P. Morgan, as head of the European communications technology research team in London. He holds a bachelor’s degree in commerce with concentrations in finance and marketing from the University of Virginia. Brant is based in San Francisco.
  • Cheah Eu-Gene
  • 資歷 2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.

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