聯博-美國成長基金S1股

258.18美元2.29(0.88%)
2024/02/16更新
績效 / 
1月6.66%
3月15%
1年34.78%
晨星評等

基本資料

基金公司/總代理人
聯博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
美國大型增長型股票
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Morningstar US LM Brd Growth NR USD
基金規模
5,915.36百萬截至 2024-02-16
年初至今報酬率
8.48%
殖利率
0.00
晨星評等
成立日期
2001-10-22

投資策略

目標 透過資本增長隨時間增加閣下的投資價值。在正常市場狀況下,本基金通常將至少80%及不少於三分之二的資產投資於在美國成立或在美國有大量業務活動的公司之股本證券。

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

  • Thapar Vinay
  • 資歷 6年(2018-04-01 至今)
  • 於2011年9月加入聯博,目前擔任副總裁暨研究分析師,負責全球成長型醫療類股。在此之前,Vinay曾於American Century Investments 擔任資深投資分析師,負責兩檔國內基金之全球醫療類股研究工作,時間長達三年半。在此之前,Vinay曾於貝爾斯登旗下之生技股票研究團隊,擔任副總監一職。Vinay擁有美國紐約大學之生物學學士學位,以及特許財務分析師資格。任職地點:紐約。
  • Caruso Frank
  • 資歷 12年(2012-01-01 至今)
  • Frank Caruso is a Senior Vice President and Chief Investment Officer at AB. He has been Team Leader of U.S. Growth and Team Leader of U.S. Growth & Income. From 1995 to 2004, he served as a Growth & Income portfolio manager. Mr. Caruso joined the firm in 1993, where he had been director of Equities. Previously, he was a managing director and senior member at Shearson Lehman Advisors, as well as CIO for Shearson Lehman Asset Management's Directions and Capital Management businesses. Mr. Caruso was also formerly the lead portfolio manager for Shearson's family of growth.
  • Fogarty John
  • 資歷 12年(2012-01-01 至今)
  • John Fogarty is a Senior Vice President and Portfolio Manager for U.S. Growth Equities at AB, a position he has held since 2009. He rejoined the firm in 2006 as a fundamental research analyst covering consumer-discretionary stocks in the U.S., having previously spent nearly three years as a hedge fund manager at Dialectic Capital Management and Varden Partners. Mr. Fogarty began his career at AB in 1988, performing quantitative research, and joined the US Large Cap Growth team as a generalist and quantitative analyst in 1995. He became a portfolio manager in 1997. Mr. Fogarty holds a B.A. in history from Columbia University and is a CFA charterholder.

基金費用

最低認購金額
25,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.65%
最高管理費
0.65%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw