CI資本國際新興市場股票基金X停止銷售

112.21美元0.89(0.8%)
2018/03/29更新
績效 / 
1月4.08%
3月2.08%
1年25.2%
晨星評等

基本資料

基金公司/總代理人
街口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
Capital Group
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
578.84百萬截至 -
年初至今報酬率
1.27%
殖利率
0.00
晨星評等
成立日期
2008-01-08

投資策略

投資目標包括對投資風險作地區別及產業別之分散,以及投資註冊在開發中國家或以這類國家為主要經濟活動範圍之發行機構所發行的證券,來追求長期的資本增長。

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

  • Taylor Chapman
  • 資歷 5年(2012-12-01 至今)
  • Torres Ricardo
  • 資歷 6年(2012-05-01 至今)
  • Ric Torres is an equity portfolio manager at Capital Group.He has 25 years of investment experience, all with Capital Group. Earlier in his career at Capital as an equity investment analyst, he covered Latin American banks, industrials, transportation and real-estate companies.He was also a trader of emerging markets equity securities.Ric began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor’s degree in government from Harvard College graduating cum laude.Ric is based in London.
  • Kohn Victor
  • 資歷 21年(1997-01-01 至今)
  • Victor D. Kohn is an equity portfolio manager at Capital Group. He is president of Capital International, Inc. He has 38 years of investment experience and has been with Capital Group for 37 years. Earlier in his career, as an equity investment analyst at Capital, Victor covered Chile, Argentina and Brazil. Prior to joining Capital, Victor was an analyst in the venture capital group at Montgomery Securities.

基金費用

最低認購金額
2,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.25%
最高管理費
1.25%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
街口證券投資信託股份有限公司
聯絡電話
(02)2750-5555
基金顧問地址
台北市大安區市民大道三段206號9樓
基金顧問網址
www.jkoam.com