法巴全球金融股票基金 C (美元)停止銷售

536.22美元1.22(0.23%)
2019/11/18更新
績效 / 
1月2.17%
3月9.94%
1年14.28%
晨星評等

基本資料

基金公司/總代理人
法銀巴黎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
產業股票 - 金融服務
基金家族
BNP Paribas Asset Management Luxembourg
公開說明書基準指數
-
晨星組別基準指數
MSCI World/Financials NR USD
基金規模
0.00百萬截至 -
年初至今報酬率
23.71%
殖利率
0.00
晨星評等
成立日期
2015-01-23

投資策略

此子基金主要投資於金融行業內公司的股票。這些公司可包括銀行、消費信貸機構、投資銀行、經紀公司、資產管理公司和保險公司。此基金的管理遵循自下而

上 的投資方法,即在選擇股票時,強調首先分析每種股票的具體特點。基金經理基於國際上金融行業的股票分類進行股票選擇。基金經理的職責為構建呈現出良

好的風 險/收益比率的分散化股票投資組合。若有利的投資機會出現,此基金亦可投資於其他金融工具。

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

  • Stephenson Jon
  • 資歷 4年(2016-05-02 至今)
  • Jon manages the team’s investments in the health care sector and is the lead portfolio manager on its Health Care Innovators strategy . Earlier in his career, Jon spent five years with Pioneer Investments as a portfolio manager, working on a range of growth strategies. Previous to that, Jon was Director of Research with Summer Street Research Partners. Early in his career, he worked with State Street Research & Management as a research analyst covering the health care sector. He earned his BA from the Bucknell University. A member of the CFA Institute, Jon is a CFA charterholder
  • Dailey Geoffry
  • 資歷 5年(2014-10-31 至今)
  • Geoff manages the team’s investments in the energy and financials sectors. Geoff has spent his investment career as an analyst and portfolio manager covering multiple sectors and market caps. Previously, Geoff was an Associate Portfolio Manager with Pioneer Investments . Earlier in his career, he worked in the equity research department of Eaton Vance, with a specific focus on financials and energy. A member of the CFA Institute and the Boston Security Analysts Society, Inc., Geoff is a CFA charterholder. He earned his B.A. from Wesleyan University and hi s M.B.A. from the Yale School of Management.

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
-

聯絡資訊

基金投資顧問
法銀巴黎證券投資顧問股份有限公司
聯絡電話
(02)7718-8188
基金顧問地址
台北市信義路五段7 號71 樓之1
基金顧問網址
www.bnpparibas-ip.com.tw