柏瑞環球基金-柏瑞美國研究增值核心股票基金 A

57.40美元0.06(0.1%)
2024/05/17更新
績效 / 
1月4.41%
3月5.27%
1年27.73%
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
愛爾蘭
計價幣別
美元
基金組別
美國大型均衡型股票
基金家族
PineBridge Investments Ireland Ltd
公開說明書基準指數
-
晨星組別基準指數
Morningstar US LM NR USD
基金規模
142.35百萬截至 2024-04-30
年初至今報酬率
10.43%
殖利率
0.00
晨星評等
成立日期
2003-12-09

投資策略

子基金的投資目標是透過投資於至少90%的資產、產品或業務設於美國及列入Russell 1000 Index(羅素1000指數)的公司所發行的股票及股票相關證券的分散投資組合,以達致長期資本增值。子基金可以最高達其價值的10%投資於其他在美國證券交易所上市的公司。

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

  • Ali Sheedsa T
  • 資歷 12年(2012-05-01 至今)
  • SHEEDSA ALI, CFA
    Managing Director 
    Portfolio Manager & Head of Quantitative Equity
    PineBridge Investments, New York
    
    Ms. Ali heads quantitative equity research efforts and has portfolio management responsibilities for Research Enhanced Strategies. Ms. Ali has been with the firm since 2005 as a Quantitative Researcher responsible for building, testing and implementing the research enhanced platform by quantifying the firm’s equity investment philosophy and research. She is also a key contributor to our firm wide Listed Equity Allocation calls and our cross asset class forum, Investment Strategy Meetings. Previously, she was a Consultant for the Financial Models Company working on equity and fixed income attribution models. She completed graduate coursework as part of Masters in Computational Finance from Carnegie Mellon University and has MS from Rensselaer Polytechnic Institute. Ms. Ali holds BSc in Mathematics and Computer Science from St. Francis College in India, an MBA from University of Hyderabad. Ms. Ali has been a quant conference speaker and is member of client advisory board for MSCI Barra. She 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
0.00%
管理費
1.80%
最高管理費
1.80%
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