資本集團新興市場成長基金(盧森堡) B (美元)

143.00美元0.12(0.08%)
2021/08/05更新
績效 / 
1月2.06%
3月2.06%
1年24.43%
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
MSCI EM NR USD
基金規模
451.90百萬截至 2021-08-04
年初至今報酬率
5.51%
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

  • Cheah Eu-Gene
  • 資歷 2年(2019-06-01 至今)
  • Eu-Gene Cheah is an equity portfolio manager at Capital Group. As an equity investment analyst he covers pharmaceutical and other health care companies in Europe, Japan and Australia. He has 20 years of investment experience, all with Capital Group. Before joining Capital, Eu-Gene was a doctor in the U.K., 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, as well as a degree in clinical medicine from Oxford University, where he was a Rhodes scholar. Eu-Gene is based in Singapore.
  • Taylor F. Chapman
  • 資歷 9年(2012-12-01 至今)
  • F. Chapman Taylor is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, he covers Asian telecom companies excluding Japan, as well as companies domiciled in Indonesia, the Philippines and New Zealand. He has 28 years of investment experience and has been with Capital Group for 25 years. Before joining Capital, he worked as a consultant with SRI International and Strategic Planning Associates, advising ASEAN, U.S. and U.K. companies on business strategy. He holds an MBA in finance and strategic planning from the Wharton School of the University of Pennsylvania, and a bachelor’s degree in physics and theology from Tulane University. Chapman is based in Washington, D.C.
  • Kohn Victor
  • 資歷 25年(1997-01-01 至今)
  • Victor is an equity portfolio manager at Capital Group. He is president of Capital International, Inc. He has more than 28 years of investment experience and has been with Capital Group for more than 27 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. He holds a master’s degree from Stanford Graduate School and both master’s and bachelor’s equivalent degrees from the Universidad de Chile. He also holds the CFA charter.

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