瀚亞投資-全球科技股票基金A(美元)

53.68美元0.25(0.46%)
2021/05/05更新
績效 / 
1月0.41%
3月0.1%
1年56.08%
晨星評等

基本資料

基金公司/總代理人
瀚亞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
產業股票 - 科技
基金家族
Eastspring Investments (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI World/Information Tech NR USD
基金規模
330.33百萬截至 2021-05-03
年初至今報酬率
6.25%
殖利率
0.00
晨星評等
成立日期
2005-08-26

投資策略

基金目標為藉由投資全球具創新產品、方法或服務之公司股票及股票相關證券以達到最大長期總收益。前項投資包括但不限於其技術之供應或使用在市場上處於重要優勢之公司。

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

  • Clark Graeme
  • 資歷 3年(2018-04-01 至今)
  • Graeme Clark is a Portfolio Manager on the Global Technology Team at Janus Henderson Investors. He joined Henderson in 2013 and is responsible for co-managing the global technology portfolios. Graeme began his career at Ernst & Young in 1994 as a senior auditor. He later held the position of senior analyst covering European software and IT services on the sell-side for ING, Piper Jaffray, and Jefferies. Graeme received a degree in accountancy and business from the University of Edinburgh, graduating with honours. He holds a CFA UK Level 4 Certificate in Investment Management and is a member of the Institute of Chartered Accountants in Scotland. He has 25 years of financial industry experience.
  • Clode Richard
  • 資歷 3年(2018-04-01 至今)
  • Richard Clode is a Portfolio Manager on the Global Technology Team at Janus Henderson Investors, a position he has held since joining Henderson in 2014. He is also responsible for co-managing the global technology portfolios. Prior to Henderson, Richard held positions with Gartmore, Moore Capital, and Pioneer Investments as a technology analyst in emerging markets. He began his career in 2003 in the technology sector at Herald Investment Management, where he was a portfolio manager. Richard received a first class honours degree in modern history from the University of Oxford. He holds the Chartered Financial Analyst designation and has 16 years of financial industry experience.
  • Porter Alison
  • 資歷 3年(2018-04-01 至今)
  • Alison Porter is a Portfolio Manager on the Global Technology Team at Janus Henderson Investors, a position she has held since joining Henderson in 2014. She is responsible for co-managing the global technology portfolios. Prior to Henderson, she was at Ignis Asset Management (formerly Resolution and Britannic Asset Management) as an investment analyst, portfolio manager, and head of US equities. Alison has a BA degree (Hons) in economics and industrial relations from the University of Strathclyde and a master’s degree in investment analysis from the University of Stirling. She has 24 years of financial industry experience.

基金費用

最低認購金額
500美元
申購手續費
-
保管費
-
分銷費
0.00%
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
瀚亞證券投資信託股份有限公司
聯絡電話
(02)87586699
基金顧問地址
台北市信義區松智路1 號4 樓
基金顧問網址
www.eastspring.com.tw