MFS全盛基金系列-MFS全盛新興市場股票基金I1(美元)

182.06美元3.48(1.88%)
2021/09/20更新
績效 / 
1月0.75%
3月8.74%
1年11.22%
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
盧森堡
計價幣別
美元
基金組別
全球新興市場股票
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
-
晨星組別基準指數
MSCI EM NR USD
基金規模
144.87百萬截至 2021-08-31
年初至今報酬率
3.36%
殖利率
0.00
晨星評等
成立日期
2006-08-31

投資策略

基金的投資目標為以美元計值的資本增值。基金主要投資於新興市場股票證

券投資組合。基金根據盈利前景及估值,尋求富吸引力的股票證券,並嘗試

根據MFS股票投資專家自下而上的基礎研究,透過證券揀選尋求增值。

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

  • Purcell Harry
  • 資歷 4年(2017-07-01 至今)
  • Harry Purcell is an investment officer, portfolio manager and equity research analyst at MFS Investment Management® (MFS®). He is a member of the firm's emerging market equity portfolio management team. As an analyst, he is responsible for identifying the most attractive investment opportunities in his assigned coverage areas. Harry works closely with MFS portfolio managers to ensure investment ideas are properly positioned within portfolios.
    
    Harry joined MFS in 2012 as an analyst and added portfolio management duties in 2017. Prior to joining MFS, he co-founded and served as a portfolio manager at Zedd Capital for three years. He previously held portfolio management roles at CQS Management Limited and Tribeca Global (part of Citigroup). He spent seven years at F&C Management Ltd., holding both the roles of pan-European fund manager and head of global technology research. He began his career in the financial services industry in 1998.
    
    Harry holds earned his Master of Arts degree from Oxford University.
  • Lau Robert
  • 資歷 12年(2009-06-12 至今)
  • Robert W. Lau, CFA, is an investment officer and portfolio manager for MFS Investment Management® (MFS®). He is a member of the emerging market equity and international small-cap portfolio management teams. He is based in MFS' Singapore office.
    Robert joined the company in 2001 as a research analyst and was named portfolio manager in 2008. Previously, he was a portfolio manager for Goldman Sachs Asset Management from 1998 to 2001 and an equity analyst at JP Morgan Investment Management from 1996 to 1998.
    He earned a Bachelor of Science degree from Massachusetts Institute of Technology and ho
  • García José Luis
  • 資歷 13年(2008-10-14 至今)
  • Jose Luis Garcia is an investment officer, equity portfolio manager and the director of equity - Latin America at MFS Investment Management® (MFS®). He manages or comanages several international equity portfolios for MFS, including Latin American and emerging markets portfolios, as well as oversees the analyst-led research international portfolios. He also contributes to the MFS global research platform as an equity research analyst focused on Latin American stocks. He is based in Mexico City.
    Jose Luis joined MFS in 2002. Previously,he was chief executive officer of Telefonica B2B in Mexico.

基金費用

最低認購金額
3,000,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
0.95%
最高管理費
0.95%
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