先機亞太股票基金B類累積股(美元)

52.62美元0.46(0.86%)
2021/07/23更新
績效 / 
1月2.79%
3月4.11%
1年28.35%
晨星評等

基本資料

基金公司/總代理人
富盛證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
亞太區不包括日本股票
基金家族
Jupiter Asset Management (Europe) Limited
公開說明書基準指數
-
晨星組別基準指數
MSCI AC Asia Pac Ex JPN NR USD
基金規模
64.86百萬截至 2021-07-23
年初至今報酬率
6.63%
殖利率
0.00
晨星評等
成立日期
2002-07-08

投資策略

本基金投資於亞太地區,或亞太地區以外但多數資產及/或業務營運位於亞太地區之發行人發行的多元化證券投資組合,爭取資產增值。本基金不擬集或中業投務資營於運任位何於一亞個太產地業區或之類發別行。

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

  • Heslop Ian
  • 資歷 3年(2018-05-18 至今)
  • Ian joined Merian in 2000 and is head of global equities. He manages a range of hedge and retail funds and segregated mandates, including market neutral and long only funds. Ian boasts more than 20 years of investment experience and the team has won numerous awards for its funds. Prior to joining the business, Ian was a UK quantitative fund manager at Barclays Global Investors. He holds an MA in chemistry from the University of Oxford and a PhD in medicinal chemistry, University of Edinburgh. He is an associate of the Society of Investment Professionals.
  • Alentorn Amadeo
  • 資歷 3年(2018-05-18 至今)
  • Amadeo joined Merian in 2005 and is a fund manager and head of research in the global equity team. Prior to joining the business he developed simulation models for systemic and liquidity risk for the Financial Stability Group at the Bank of England, and worked as a software developer for CAD systems and for robotic applications. He holds a BEng in robotics from the University of Plymouth, an MSc in computer science, and a PhD in computational finance from the University of Essex. He is a CFA charterholder.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
1.50%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
4.00%

聯絡資訊

基金投資顧問
富盛證券投資顧問股份有限公司
聯絡電話
(02)2728-3222
基金顧問地址
台北市信義區松德路171號9樓及 9樓之一
基金顧問網址
www.cgsice.com