首域環球傘型基金-首域全球資源基金-第四類股-USD停止銷售

4.90美元0.02(0.41%)
2019/01/22更新
績效 / 
1月6.99%
3月4.11%
1年20.2%
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
產業股票 - 天然資源
基金家族
First State Investments (Hong Kong) Ltd
公開說明書基準指數
-
晨星組別基準指數
S&P Global Natural Resources TR USD
基金規模
0.00百萬截至 -
年初至今報酬率
5.15%
殖利率
0.00
晨星評等
成立日期
2011-06-30

投資策略

本基金主要投資於由從事天然資源(包括(但不限於)礦務、水、金屬與木材)及能源(包括(但不限於)石油、煤、氣體、核能及再生能源)發現、開發、開採、加工或經銷,又或向天然資源及能源行業提供服務的機構所發行並在全球受監管市場上市、買賣或交易的股票。

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

  • Warner Joanne
  • 資歷 12年(2007-02-28 至今)
  • Joanne Warner is Head of Global Resources for Colonial First State Global Asset Management (‘CFSGAM’). In her role, Joanne provides investment leadership and sets the research priorities for CFSGAM’s Global Resources team.
    Prior to joining CSFGAM in August 1997, Joanne spent two years as an analyst with London-based global mining specialist broker, T Hoare & Co before moving to Equitilink as a Fund Manager in the resources sector. Her first role with CFSGAM was back-up Portfolio Manager for the flagship Wholesale Global Resources Fund. Since August 2006, she has been the prime Portfolio Manager for all publicly offered Global Resources long funds in Australia, UK, Singapore and Hong Kong. She became the Head of Global Resources in June 2010.
    Joanne holds a Bachelor of Applied Science (Applied Chemistry) from the University of Technology, Sydney, where she won the University Medal. She was awarded a Commonwealth Scholarship to study at the University of Oxford where she was awarded a PhD in Solid State Chemistry.

基金費用

最低認購金額
1,500美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.75%
最高管理費
1.75%
遞延費
-
最高遞延費
-

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/