DWS 投資亞洲中小型基金 LC

278.31歐元1.36(0.49%)
2023/10/03更新
績效 / 
1月0.39%
3月0.04%
1年1.03%
晨星評等

基本資料

基金公司/總代理人
德銀遠東證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
亞洲不包括日本中小型股票
基金家族
DWS Investment S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI AC Asia Ex JPN Small Cap NR USD
基金規模
26.57百萬截至 2023-09-29
年初至今報酬率
1.86%
殖利率
0.00
晨星評等
成立日期
2006-01-16

投資策略

德意志DWS Invest 亞洲中小型(DWS Invest Asian Small/Mid Cap) 的主要投資目標,是透過投資於亞洲市場的中小型企業,追求長期資本增值。

為達成此項目標,本子基金的資產,70%以上投資於在亞洲國家註冊的中小企業之股票、其他股票證券及無實體股票工具,或在亞洲進行主要營業活動的公司,或持有於亞洲註冊的公司之主要利益的控股公司。

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

  • Kwan Linus
  • 資歷 7年(2016-04-01 至今)
  • Linus Kwan (born 1974) is Portfolio Manager for Carlson Fund - Far East. He joined Carlson in 2007 as a Portfolio Manager. Between 1999 and 2002 he was a research analyst covering greater China equities at Lombard Odier Darier Hentsch in Hong Kong. In 2003 he became portfolio manager with the same firm, before moving to Calypso Capital in 2004 where he managed an Asia ex. Japan long/short equity strategy. Mr. Kwan completed his BA and MBA at the Chinese University of Hong Kong and is also a CFA charter holder. He speaks English, Cantonese and Mandarin and is located in Hong Kong.
  • Currat Marc
  • 資歷 7年(2016-04-01 至今)
  • Marc Currat, Assistant Vice President and Portfolio Manager, joined Deutsche Asset Management in 2012 with 6 years of professional experience, thereof one year in the financial industry. Prior to joining, he served as an equities and quant analyst at Surperformance SAS. Prior to that he was an auditor advisor at Currat & Associes SA. He holds a BSc in Management from CIBU – California International Business University and MBA in Finance from International School of Management, Paris & St. John’s University and Investment Management Certificate (IMC).

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
德銀遠東證券投資信託股份有限公司
聯絡電話
(02)2377-7717
基金顧問地址
台北市敦化南路二段207號7樓
基金顧問網址
www.dws.com.tw