資本集團新興市場成長基金(盧森堡) B

107.09美元1.56(1.44%)
2024/07/17更新
績效 / 
1月1.63%
3月6.61%
1年1.05%
晨星評等

基本資料

基金公司/總代理人
中租證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球新興市場股票
基金家族
Capital International Management Company Sàrl
公開說明書基準指數
-
晨星組別基準指數
Morningstar EM TME NR USD
基金規模
422.88百萬截至 2024-07-17
年初至今報酬率
2.21%
殖利率
0.00
晨星評等
成立日期
1999-06-30

投資策略

投資目標包括對投資風險作地區別及產業別之分散,以及投資註冊在開發中國家或以這類國家為主要經濟活動範圍之發行機構所發行的證券,來追求長期的資本增長。

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

  • Caye Arthur
  • 資歷 2年(2022-09-01 至今)
  • Arthur Caye is an equity and multi-asset portfolio manager at Capital Group. As an equity investment analyst he covers banks in Latin America, the Middle East, Eastern Europe and Africa. He has 30 years of investment industry experience, including 19 years with Capital. During his career, Arthur has served as a managing partner at Lombard Odier, a privately owned Swiss bank. He was also an equity analyst at Cazenove and a project finance officer at BNP Paribas.
  • Cheah Eu-Gene
  • 資歷 5年(2019-06-01 至今)
  • Eu-Gene Cheah is an equity portfolio manager at Capital Group. He has 26 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, he was an equity investment analyst covering pharmaceutical and biotechnology companies globally. He was also a country analyst for Singapore. Before joining Capital, Eu-Gene was a physician in the UK, where he was a Member of the Royal College of Physicians and a Fellow of the Royal College of Ophthalmologists. He holds an MBA with distinction from INSEAD, France, and a degree in clinical medicine from Oxford University.
  • Kohn Victor
  • 資歷 28年(1997-01-01 至今)
  • Victor D. Kohn is an equity portfolio manager at Capital Group. He is president of Capital International, Inc. He has 38 years of investment experience and has been with Capital Group for 37 years. Earlier in his career, as an equity investment analyst at Capital, Victor covered Chile, Argentina and Brazil. Prior to joining Capital, Victor was an analyst in the venture capital group at Montgomery Securities.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.75%
最高管理費
1.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
中租證券投資顧問股份有限公司
聯絡電話
(02)7708-8888
基金顧問地址
台北市忠孝西路一段66號33樓
基金顧問網址
www.ezfunds.com.tw