柏瑞環球重點股票基金 A

40.48美元0.6(1.47%)
2021/09/20更新
績效 / 
1月0.37%
3月4.45%
1年37.66%
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
全球大型均衡型股票
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
MSCI World NR USD
基金規模
413.41百萬截至 2021-08-31
年初至今報酬率
20.50%
殖利率
0.00
晨星評等
成立日期
2003-12-09

投資策略

子基金力求透過投資於全球市場的股票及股本相關證券,但將集中投資於具有優質及持續收益表現的證券,以達致按合理價格(意指具有增長潛力,並且以市盈率等傳統量度工具或與其他在同一市場、同一行業的證券相比下屬合理價格的證券)增長的目標。

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

  • Sen Anik
  • 資歷 4年(2017-10-31 至今)
  • Mr. Sen is Global Head of Equities and a Portfolio Manager. He leads the firm's equities business, overseeing fundamental and quantitative strategies that are highly active with stock selection driving excess returns at similar risk to benchmark. Mr. Sen joined PineBridge in 2008, and is a member of the firm’s Management, Global Risk and Proxy Committees. He has over 30 years of investment experience which includes leading successful investment teams in a number of leading financial institutions and was a ranked equity analyst. Prior to joining the firm, Mr. Sen was a Portfolio Manager at Brevan Howard, a Managing Director and Business Unit Leader at Goldman Sachs and a Managing Director at UBS Warburg. Earlier, he was an analyst at Fidelity Investments and began his career at Lloyds Bank International, serving in four countries. Mr. Sen holds an MBA from INSEAD.
  • Hinchliffe Robert
  • 資歷 10年(2012-01-01 至今)
  • ROB HINCHLIFFE, CFA 
    Managing Director, U.S. and European Equities
    PineBridge Investments, New York

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