柏瑞環球-柏瑞環球新興市場精選股票基金A(美元/累積)

21.47美元0.07(0.31%)
2024/05/24更新
績效 / 
1月7.5%
3月6.62%
1年11.37%
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
全球新興市場股票
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 EM TME NR USD
基金規模
102.93百萬截至 2024-04-30
年初至今報酬率
5.19%
殖利率
0.00
晨星評等
成立日期
2005-09-01

投資策略

子基金透過仔細挑選環球新興市場的股票及股票相關證券,力求達致較高的長期增長率,但同時力求保障子基金免受價格下跌的風險。子基金將其總資產不少於三分之二投資於在環球新興市場註冊或其大部分商業活動在該等市場進行的發行人之可轉讓證券。

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

  • Shumelda Taras
  • 資歷 8年(2016-05-31 至今)
  • TARAS SHUMELDA
    Senior Vice President, Portfolio Manager, Global Equities
    PineBridge Investments, New York
    
    Mr. Shumelda joined the firm in 2015 and is responsible for contributing to the management of the firm’s Global Emerging Market, Emerging Europe, and Global Focus strategies. Prior to joining PineBridge Investments, Mr. Shumelda served as Senior Investment Analyst – Emerging Markets at Ashmore where he covered Emerging Europe and Africa as a generalist as well as Emerging Market Oil and Gas as a specialist for the firm’s $4bn in GEM strategies for over three years. Prior to his tenure at Ashmore, Mr. Shumelda spent 12 years at American Century Investments as a Senior International Analyst where he was responsible for coverage of EMEA and Latin America. Mr. Shumelda holds a Bachelor of Science in Business Administration from Mansfield University and a Master of Science in Business Administration from Bucknell University. He is also fluent in Ukrainian and Russian.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.80%
最高管理費
1.80%
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