景順亞洲機遇股票基金B股 美元

137.38美元0.15(0.11%)
2021/10/18更新
績效 / 
1月1.97%
3月9.64%
1年4.09%
晨星評等

基本資料

基金公司/總代理人
景順證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
亞洲不包括日本股票
基金家族
Invesco Management S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI AC Asia Ex Japan NR USD
基金規模
432.54百萬截至 2021-10-18
年初至今報酬率
9.89%
殖利率
0.00
晨星評等
成立日期
1999-08-09

投資策略

本基金的目標,是透過一項以具備增長潛力的亞洲公司為對象的多元化投資組合,以逹致長期資本增值,包括投資於市值低於10億美元低中小型公司。本基金最少70%低總資産將投資於註冊辦事處設於亞洲國傢或其註冊辦事處設於亞洲以外地區但其絕大部份業務乃在亞洲經營又或控股公司,而其所持權益絕大部份投資於在亞洲設立註冊辦事處大公司。本基金在地區分配上採取靈活的方針,涵蓋亞洲地區(包括印度次大陸,但不包括日本及大洋洲)的投資。

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

  • Shiao Mike
  • 資歷 7年(2014-07-02 至今)
  • Mike Shiao has 25 years of investment experience. He joined Invesco in 2002. In April 2015, he became Chief Investment Officer, Greater China, leading the Greater China equities team. Mike was appointed as Chief Investment Officer, Asia ex Japan, in April 2016. He was previously Head of Equities for Invesco Taiwan Ltd. He moved to Invesco Hong Kong Ltd to expand his coverage to Greater China markets in 2006. Mike started his investment career in 1992 at Grand Regent Investment Ltd., where he worked for six years as a project manager supervising venture capital investments in Taiwan and China. In 1997, he joined Overseas Credit and Securities Inc. as a senior analyst covering Taiwan technology sector. Mike also worked at Taiwan International Investment Management Co., as a fund manager and was responsible for technology sector research. Mike holds a Bachelor’s degree from National Chung Hsing University, Taiwan and a Master of Science degree in Finance from Drexel University, Philadelphia.
  • Jeong Simon
  • 資歷 7年(2014-07-02 至今)

基金費用

最低認購金額
2,000美元
申購手續費
-
保管費
-
分銷費
1.00%
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
景順證券投資信託股份有限公司
聯絡電話
(02)8729-9999
基金顧問地址
台北市信義區松智路1號22樓
基金顧問網址
www.invesco.com.tw