施羅德環球基金系列-環球計量精選價值(美元)I-累積

324.61美元3.06(0.94%)
2022/12/07更新
績效 / 
1月4.96%
3月5.84%
1年7.26%
晨星評等
-

基本資料

基金公司/總代理人
施羅德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
全球大型價值型股票
基金家族
Schroder Investment Management (Europe) S.A.
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
787.13百萬截至 2022-12-06
年初至今報酬率
9.09%
殖利率
0.00
晨星評等
-
成立日期
2004-10-29

投資策略

暫無投資策略資料

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

  • Langford Stephen
  • 資歷 1年(2022-04-01 至今)
  • Stephen joined Schroders in 2003 as a Senior Analyst and Portfolio Manager and has played a critical role in all parts of the QEP investment process since this time. In 2019, in addition to his Portfolio management responsibilities he became QEP Co-Head of Research with main focus on researching enhancements to the QEP investment process. Stephen’s investment career commenced at Quaestor Investment Management in 1999, where he was as a senior research manager and portfolio manager of a Japanese market-neutral fund.
  • Kamblevicius Lukas
  • 資歷 1年(2022-04-01 至今)
  • Lukas joined the QEP Investment Team in 2017. Prior to this Lukas spent ten years with State Street Global Advisors where he was a Senior Portfolio Manager, focusing on absolute return and benchmark agnostic equity strategies. Lukas’ investment career commenced in 2005. He holds a BA (Hons) in Business Administration from the International University Concordia Audentes, Estonia, and an MSc (Merit) in Investments from the University of Birmingham. He is also a CFA Charterholder.

基金費用

最低認購金額
5,000,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
-
最高管理費
0.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
施羅德證券投資信託股份有限公司
聯絡電話
(02)2722-1868
基金顧問地址
台北市信義路5段108號9樓
基金顧問網址
www.schroders.com.tw