天利投資基金-歐洲精選股票基金第二類淨收入(歐元)停止銷售

2.27歐元0.02(0.67%)
2018/08/31更新
績效 / 
1月1.07%
3月2.69%
1年8.31%
晨星評等

基本資料

基金公司/總代理人
柏瑞證券投資信託股份有限公司
註冊地
英國
計價幣別
歐元
基金組別
歐洲不包括英國大型股票
基金家族
Threadneedle Investment Services Ltd
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe Ex UK NR EUR
基金規模
0.00百萬截至 -
年初至今報酬率
3.82%
殖利率
0.84
晨星評等
成立日期
2015-04-29

投資策略

本基金主要通過集中投資某些歐洲大陸公司證券,以達高於平均的資本增長的目標。

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

  • Nichols Mark
  • 資歷 2年(2016-07-01 至今)
  • Mark Nichols joined Columbia Threadneedle Investments as a Portfolio Manager and Analyst within the European equities team in 2015. Prior to joining the company Mark was a portfolio manager in the European equities team at F&C. Before that he spent six years at Oechsle International Advisors, where he was a partner and a member of the investment strategy committee. Mark also covered European equities at Lehman Brothers and Invesco. Mark holds a MA in Philosophy, Politics and Economics from Oxford University and a MA in Contemporary History & Politics from London University.
  • Dudding Dave
  • 資歷 10年(2008-07-01 至今)
  • David Dudding is a senior portfolio manager at Columbia Threadneedle Investments. He joined the company as an equity research analyst in 1999 moving on to manage the European Smaller Companies strategy for 10 years until December 2012. He is currently responsible for the European Select and Global Focus strategies. 
    David previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist.
    He holds a Modern History degree and a European Politics Masters degree from Oxford University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.
    David previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist.
    He holds a Modern History degree and a European Politics Masters degree from Oxford University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.

基金費用

最低認購金額
750,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.00%
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw