MFS全盛基金系列-MFS全盛亞洲(日本以外)基金 I1 (美元)

394.7美元4.91(1.23%)
2021/03/02更新
績效 / 
1月0.36%
3月11.21%
1年45.04%
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
MSCI AC Asia Ex Japan NR USD
晨星組別基準指數
MSCI AC Asia Ex Japan NR USD
基金規模
64.87百萬截至 2021-01-31
年初至今報酬率
6.10%
殖利率
0.00
晨星評等
成立日期
2005-09-23

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)
  • Natarajan Sanjay
  • 資歷 13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. In addition, he manages regional equity portfolios focused on Hong Kong and China.
    Sanjay joined MFS in 2007. Prior to that, he worked for DBS Bank Ltd. (Asia), where he held various roles, including serving as COO of Global Corporate and Investment Banking. He worked nearly five years at McKinsey & Co., Inc., in both the United States and Asia. Other experience includes k1 Ventures and the Economic Development Board of the Singapore Government. He began his career in 1996.
    He earned a bachelor's degree from Dartmouth College and a master's degree from Harvard University.

基金費用

最低認購金額
3,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.75%
最高管理費
0.75%
遞延費
-
最高遞延費
-

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