• 首域環球傘型基金-首域亞洲增長基金-第四類股-USD

  • 14.63
    美元
    0.05
    (0.34%)
  • 2019/12/05更新
績效: 1月 2.46% 3月 2.95% 1年 11.98%
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 愛爾蘭
計價幣別 美元
基金組別 亞洲不包括日本股票
基金家族 First State Investments (Hong Kong) Ltd
公開說明書基準指數 MSCI AC Asia Ex Japan NR USD
晨星組別基準指數 MSCI AC Asia Ex Japan NR USD
基金規模 555.35百萬 (截至2019/12/05止)
年初至今報酬率 10.88%
殖利率 0.00
星級評等 
成立日期 2011/06/30
投資策略
該基金主要投資於亞太區(不包括日本)證券。
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
Thompson Alistair 資歷 16年 (2004/01/31 至今)

Alistair Thompson joined First State's Asia Pacific/ Global Emerging Markets team in January 2003 in the role of Senior Portfolio Manager for Asia Pacific Equity. Alistair plays a supporting role in the management of Global Emerging Markets product, and has specific responsibility for research on Australasian companies. Following the merger of the Edinburgh-based Asia Pacific team with the Hong Kong and Singapore Asian teams in September 2003, Alistair took on the role of Deputy Head of Asia Pacific (ex-Japan) and relocated to Singapore in December 2003.Alistair joined First State from Edinburgh Fund Managers where he worked for nine years and was Head of Asia Pacific (ex Japan). Alistair was the portfolio manager for a range of open ended funds and a leading investment trust. Prior to joining Edinburgh Fund Managers in November 1993, he worked for CIM Fund Managers where he started managing their money market funds from 1990 and their Asian funds from 1992, having joined the firm in 1989. Alistair holds a Diploma in Fund Management from the Securities Institute of London.

Jones Richard 資歷 6年 (2014/01/01 至今)

Richard Jones is a Director of First State Stewart Asia, part of First State Investments. Richard has more than 29 years of investment experience in Asia, focused on both company research and portfolio management. He joined the First State Stewart Asia team in January 2010 and is based in Hong Kong. Richard is the lead manager of the First State Asia Opportunities Fund, the First State Asian Growth Fund and the First State Singapore and Malaysia Fund. He is also responsible for managing a number of Asia Pacific Leaders portfolios on behalf of key client segregated accounts. Richard graduated from the London School of Economics with a first class degree in Economics (Government).

基金費用
最低認購金額 1,500 美元 最高管理費 2.00%
申購手續費 - 遞延費 -
保管費 - 最高遞延費 -
管理費 2.00% 分銷費 -
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/