MFS全盛基金系列-MFS全球重點研究基金 C1 (美元)

35.68美元0.53(1.46%)
2021/03/04更新
績效 / 
1月0.77%
3月3.69%
1年20.98%
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
全球大型均衡型股票
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
MSCI ACWI NR USD
晨星組別基準指數
MSCI World NR USD
基金規模
143.90百萬截至 2021-02-28
年初至今報酬率
1.03%
殖利率
0.00
晨星評等
成立日期
2005-09-26

投資策略

基金的投資目標為以美元計值的資本增值。基金主要投資於美國以外其他地區發行人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美國以外地區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

  • Fuse Akira
  • 資歷 1年(2019-12-31 至今)
  • Akira Fuse, CMA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In this role, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also communicates investment policy, strategy and positioning. He is based in Japan.
    
    Akira joined MFS in 2019 in his current role. He previously served as an investment director at Capital Group for eleven years. Prior to that, he was the head of product management, international at Schroder Investment Management for three years, a global equity portfolio manager at Deutsche Asset Management for five years, a portfolio manager for non-Japan equity at IBJ NW Asset Management for three years and a portfolio manager at Sumitomo Life Insurance Company for nine years. He began his career in the financial services industry in 1988. 
    
    Akira earned a Bachelor of Arts degree in economics from Osaka Prefecture University. He holds the Chartered Member of the Securities Analysts Association of Japan (CMA) designation.
  • Keating James
  • 資歷 6年(2014-09-29 至今)
  • James Keating is Portfolio Manager, General Oversight of a Team of Investment Professionals.James Keating is employed in the investment area of MFS since 2011.

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