柏瑞環球基金-柏瑞亞洲(日本除外)股票基金 Y

576.68美元2.91(0.51%)
2024/07/23更新
績效 / 
1月2.54%
3月5.37%
1年7.32%
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
亞洲不包括日本股票
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 Asia xJpn TME NR USD
基金規模
148.56百萬截至 2024-06-28
年初至今報酬率
4.32%
殖利率
0.00
晨星評等
成立日期
1991-07-26

投資策略

子基金透過投資於資產、產品或業務設於亞洲地區的公司所發行的股票及股本相關證券,力求達致長期的資本增值。子基金亦(較低程度地)投資於其資產、產品或業務設於澳洲及新西蘭的公司所發行的股票及股本相關證券。

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

  • Loke Caroline
  • 資歷 6年(2018-06-01 至今)
  • CAROLINE LOKE
    Portfolio Manager, Asia ex-Japan Equities
    PineBridge Investments
    
    Caroline Loke joined PineBridge Investments in 2013 and is Portfolio Manager of the firm’s Asia ex-Japan all-caps, Singapore and Philippines equity strategies. Within PineBridge Ms. Loke also served as an Investment Analyst responsible for ASEAN equity research, specializing in Singapore and Thailand stocks. With over 10 years of experience producing investment research across the Asia Pacific ex-Japan markets, Ms. Loke brings the firm extensive experience in fundamental stock analysis across the full market capitalization spectrum. Ms. Loke is based in Singapore and reports to Elizabeth Soon, Managing Director and Head of Asia ex-Japan Equities. Prior to joining PineBridge, Ms. Loke worked at Treasury Asia Asset Management (TAAM), later acquired by Nikko Asset Management, as an Investment Analyst for five years covering Asia Pacific ex-Japan equities and then later specializing in the region’s Consumer and Technology sectors. Before TAAM, Ms. Loke was an Equity Analyst at Fat Prophets, an Australian independent research firm based in Sydney, where she was responsible for providing research and analysis for Australian equities. Prior to that, she was an Equity Client Service Officer at Commonwealth Securities (Commsec) in Sydney, where she provided clients with essential and accurate financial market information as well as facilitated buying and selling of shares.
    Ms. Loke holds a Master of Commerce Degree in Fund Management from the University of New South Wales, and a Bachelor of Engineering Degree in Computer System Engineering from the University of Technology Sydney.

基金費用

最低認購金額
1,000,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.00%
最高管理費
1.00%
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