摩根士丹利環球房地產基金 A (美元)

27.52美元0.19(0.7%)
2024/03/27更新
績效 / 
1月2.04%
3月1.26%
1年11.51%
晨星評等

基本資料

基金公司/總代理人
國泰證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
房地產 - 全球(間接)
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
FTSE EPRA Nareit Global TR USD
基金規模
145.25百萬截至 2024-03-25
年初至今報酬率
1.78%
殖利率
0.00
晨星評等
成立日期
2006-10-31

投資策略

環球房地產基金的投資目標,是通過投資於在世界各地從事房地產業的公司之股本證券,從而尋求實現以美元計算的長期資本增值。房地產業的公司包括主要從事發展和╱或擁有收租物業的公司,以及房地產集體投資計劃(如公開掛牌的房地產單位信託、房地產投資信託和集體投資計劃)。投資者通過本基金間接投資於集體投資計劃,不僅要按比例分擔本基金的管理費,亦要間接分擔有關集體投資計劃的管理開支。本基金亦可按輔助性質,投資於優先股、可轉換為普通股之債務證券,以及其他股票掛鈎票據。

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

  • Robson Brown Simon
  • 資歷 2年(2022-02-09 至今)
  • Simon Robson Brown is a Portfolio Manager and, as a member of the firm's Listed Real Assets European research team, is responsible for the evaluation of listed real estate companies located throughout the United Kingdom and Continental Europe. In addition, Simon is responsible for the oversight of the London listed team.
    
    Simon joined the predecessor firm of CBRE Investment Management's Listed Real Assets business in 2006. Prior to that, Simon worked in various research and analyst positions at UBS and Citigroup. Simon has over 20 years of real estate investment experience.
    
    Credentials
    - European Public Real Estate Association (EPRA)
    - Member of Institute of Chartered Accountants in England & Wales
    Education
    - B.A. Hons, Saint John’s College, Cambridge, 1995 (first)
  • Durkay Laurel
  • 資歷 3年(2021-03-01 至今)
  • Laurel Durkay, Chartered Financial Analyst
    Managing Director
    
    Laurel Durkay joined Morgan Stanley in 2020 and has 21 years of investment experience. She is the Head of Global Listed Real Assets within Morgan Stanley Investment Management (MSIM) and the lead portfolio manager for U.S. and Global listed real estate strategies. Prior to joining MSIM, Ms. Durkay was a Senior Vice President and Global Portfolio Manager for Listed Real Estate at Cohen & Steers Capital Management for 14 years.
  • Foong Desmond
  • 資歷 9年(2015-01-02 至今)
  • Desmond Foong is a Portfolio Manager focusing on Asian real estate securities investing. He joined Morgan Stanley in 2011 and has been with financial industry since 2004. Prior to joining the firm, Desmond was an investment analyst at the Government of Singapore Investment Corporation (GIC), primarily focusing on the Asian real estate and financial sectors. He received his Bachelor of Arts in economics from the University of Cambridge, and a master's degree in international and development economics from Yale University. He holds the Chartered Financial Analyst designation.

基金費用

最低認購金額
0美元
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
0.00%

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/