施羅德環球基金系列-美國中小型股票(歐元)A-累積

367.48歐元4.97(1.37%)
2023/05/30更新
績效 / 
1月2.01%
3月6.2%
1年1.98%
晨星評等

基本資料

基金公司/總代理人
施羅德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
美國中型股票
基金家族
Schroder Investment Management (Europe) S.A.
公開說明書基準指數
-
晨星組別基準指數
Russell Mid Cap TR USD
基金規模
631.87百萬截至 2023-05-26
年初至今報酬率
0.06%
殖利率
0.00
晨星評等
成立日期
2006-03-28

投資策略

미국 중소형주에 주로 투자함으로써 자본증식을 달성하는 것이 목적임. 미국 중소형주란 매입 당시 미국시장의 시가총액 하위 40%를 형성하는 것으로 판단되는 회사를 말함.

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

  • Kaynor Robert
  • 資歷 5年(2018-01-10 至今)
  • Rob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Direct

基金費用

最低認購金額
1,000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
施羅德證券投資信託股份有限公司
聯絡電話
(02)2722-1868
基金顧問地址
台北市信義路5段108號9樓
基金顧問網址
www.schroders.com.tw