MFS全盛基金系列-MFS全盛亞洲(日本以外)基金 C1 (美元)

33.93美元0.54(1.62%)
2021/10/19更新
績效 / 
1月2.02%
3月5.09%
1年6.71%
晨星評等

基本資料

基金公司/總代理人
柏瑞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
亞洲不包括日本股票
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
-
晨星組別基準指數
MSCI AC Asia Ex Japan NR USD
基金規模
56.23百萬截至 2021-09-30
年初至今報酬率
5.36%
殖利率
0.00
晨星評等
成立日期
2002-08-19

投資策略

基金的投資目標為以美元計值的資本增值。基金主要投資於亞太(日本以外)

地區的股票證券投資組合。基金由MFS的研究分析家團隊管理,採用自下而

上的基礎研究,並以同行評審來建立代表其對區內各行業資本增值最佳意見

的多元資本化投資組合。

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

  • Nair Rajesh
  • 資歷 3年(2018-08-01 至今)
  • Rajesh R. Nair 
    - Investment Officer
    - Equity Research Analyst
    - As an Equity Research Analyst, responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios.
    - Joined MFS in 2008
    - Previous experience includes 7 years as Director, Holt Sales at Credit Suisse, Holt Value Associates; 1 year as Analyst at Deutsche Bank - Regional Head Office; 2 years as Project Manager at System Access; 3 years as Associate Consultant at Citicorp Software.
    - London Business School, Master of Business Administration 
    - University of Calicut, Business Technology
  • Natarajan Sanjay
  • 資歷 14年(2008-03-24 至今)
  • Sanjay Natarajan is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS® ). His responsibilities include communicating investment policy, strategy and positioning and participating in the research process and strategy discussions. His role also includes assessing portfolio risk, customizing portfolios to client objectives and guidelines and managing daily cash flows. He is based in the firm’s Singapore office. Prior to joining the firm in 2007, Sanjay worked for DBS Bank Ltd. (Asia), holding various roles, including serving as COO of Global Corporate and Investment Banking. He also previously worked at McKinsey and Company, k1 Ventures and the Singapore Economic Development Board. He began his career in 1996. Sanjay earned a bachelor’s degree from Dartmouth College and a master’s degree from Harvard University. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
1.00%
管理費
1.05%
最高管理費
1.05%
遞延費
-
最高遞延費
1.00%

聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw