摩根士丹利美國優勢基金 A

178.17美元6.17(3.35%)
2021/02/26更新
績效 / 
1月1.01%
3月9.13%
1年70.82%
晨星評等

基本資料

基金公司/總代理人
國泰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
美國大型增長型股票
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
S&P 500 TR USD
晨星組別基準指數
Russell 1000 Growth TR USD
基金規模
0.00百萬截至 2021-02-26
年初至今報酬率
2.09%
殖利率
0.00
晨星評等
成立日期
2005-12-01

投資策略

美國優勢基金之投資目標,乃透過主要投資於在美國註冊成立或開展大部份經濟活動之公司之股本證券,以尋求以美元計值之長期資本增長。本基金的投資組合集中於本公司相信是憑籍有強大的商業專利作後盾的無形資產(例如但不限於品牌、版權或分銷方法)達致成功的公司。本基金亦可以輔助性質投資於在美國以外註冊成立或開展大部份經濟活動之公司之股本證券以及優先股、可轉換成普通股之債券、證券認購證和其他股票掛鈎證券。

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

  • Norton Alexander
  • 資歷 12年(2009-06-22 至今)
  • Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has 24 years of investment experience. Prior to joining the firm, Alex was an associate in equity derivative sales and later an associate in equity research at Donaldson, Lufkin & Jenrette. Previously, he was a bond broker with Cantor Fitzgerald. Alex received a B.A. in history from the University of Pennsylvania and an M.B.A. in finance from Columbia Business School.
  • Yeung Jason
  • 資歷 12年(2009-06-22 至今)
  • Jason Yeung is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has 22 years of investment experience. Jason joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Jason was a senior research analyst at Ramius Capital Group. Previously, he was an equity research associate at Deutsche Bank. Jason received a B.A., Phi Beta Kappa, in international relations from Johns Hopkins University and an M. Phil. in international relations from the University of Cambridge. He holds the Chartered Financial Analyst designation.
  • Nash Armistead
  • 資歷 12年(2009-06-22 至今)
  • Armistead Nash is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has 19 years of investment experience. Armistead joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Armistead was an associate in investment product development at BlackRock Financial Management. Previously, he was a research analyst in high-yield research at KEA Capital. Armistead received a B.A. in history from the University of Virginia and an M.B.A. from the University of Virginia's Darden School of Business Administration.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.40%
最高管理費
1.40%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/