聯博-中國優化波動股票基金S1級別美元停止銷售

56.43美元0.31(0.55%)
2024/03/08更新
績效 / 
1月3.88%
3月4.77%
1年11.55%
晨星評等

基本資料

基金公司/總代理人
聯博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
中國股票
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Morningstar China TME NR USD
基金規模
59.87百萬截至 2024-03-08
年初至今報酬率
2.54%
殖利率
0.00
晨星評等
成立日期
2009-01-02

投資策略

本基金的投資目標是實現長線資本增值。 

本基金尋求透過將其至少80%的總資產投資於可提供投資於投資管理人認為從基本因素來看波幅較低,且未來下行風險較低的中國公司的證券,以實現其投資目標。投資管理人利用其專有風險及回報模型,以及其管理投資組合的判斷及經驗構建一個在質量、穩定性及合理估值之間取得平衡的投資組合。投資管理人尋求實現本投資目標,同時限制與MSCI中國指數(美元)相關的波幅。

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

  • Rae Stuart
  • 資歷 10年(2014-02-01 至今)
  • Stuart Rae has been Chief Investment Officer of Asia-Pacific Value Equities since 2017. Prior to taking on this management responsibility for our Japanese team, he was CIO of Asia-Pacific ex Japan Value Equities from 2006 to 2017, and CIO of Australian Value Equities from 2003 to 2006. Rae joined the firm in 1999 as a research analyst covering the consumer sector, initially working in New York and London before moving to Sydney in 2003 and then Hong Kong in 2006. Previously, he was a management consultant with McKinsey for six years in Australia and the UK. Rae earned a BSc (Hons) in 1987 from
  • Lin John
  • 資歷 10年(2014-02-01 至今)
  • John Lin has been a Portfolio Manager of China Equities since 2013, responsible for managing the China A Shares Value Portfolios, the China Opportunity Fund and the All China Equity Strategy. He also serves as a Senior Research Analyst, responsible for covering financials, real estate and conglomerate companies in Hong Kong and China. In 2008, Lin relocated to Hong Kong, where his research coverage included Asian financials, real estate and telecommunications services companies. He joined the firm in New York in 2006 as a research associate, covering consumer services companies for US Small & Mid-Cap Value Equities. Previously, Lin was a technology, media and telecom investment banker at Citigroup. He holds a BS (magna cum laude) in environmental engineering from Cornell University, and an MBA from the Wharton School at the University of Pennsylvania, where he earned the distinction Graduation with Honors. Location: Hong Kong

基金費用

最低認購金額
20,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.95%
最高管理費
0.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw