瑞銀 (盧森堡) 澳洲股票基金 (澳幣)停止銷售

1011.77澳幣8.36(0.82%)
2019/04/05更新
績效 / 
1月1.47%
3月7.41%
1年3.03%
晨星評等

基本資料

基金公司/總代理人
瑞銀證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
澳幣
基金組別
澳洲及紐西蘭股票
基金家族
UBS Fund Management (Luxembourg) S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI Australia NR USD
基金規模
72.10百萬截至 -
年初至今報酬率
8.91%
殖利率
0.00
晨星評等
成立日期
1993-09-13

投資策略

本基金主要透過投資於澳洲公司股票,以獲取有關指數的回報表現。

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

  • Rossi Marissa
  • 資歷 6年(2013-04-01 至今)
  • As the Australian Head of Research, Marissa Rossi is responsible for the rigour and consistency of research, the integrity of the investment process and for team management. Marissa is the portfolio manager responsible for the Australian Equities Sustainable strategy. She covers the Healthcare and Gaming sectors as an analyst, and has previously covered Media, Diversified Financials, Diversified Industrials and Paper & Packaging. Marissa joined UBS Asset Management in August 2001 as an analyst. Prior to joining UBS, Marissa was an analyst for two years at Credit Suisse Asset Management.
  • Schaffner Marc
  • 資歷 6年(2013-04-01 至今)
  • Marc Schaffner is part of the Investment Solutions team, where he is responsible for implementing strategy decisions taken by the Swiss Investment Committee into client portfolios. He is also a member of the Multi-Asset Investment Committee in his role as senior investment strategist for Switzerland and EMEA across client segments. Prior to joining UBS in 2001, Marc worked for a smaller company doing asset management on a fund basis. He was responsible for a Hedge Fund of Funds and was involved in the fund selection and the asset allocation process of various other portfolios. Marc is a member of the Swiss Investment Committee in Zurich.
  • Maleš Jakov
  • 資歷 9年(2010-06-05 至今)
  • Jakov Maleš is the Head of Australian Equities and portfolio manager responsible for the Australian Share Fund, HALO-Australian Share Fund, and other concentrated Australian share funds. Jakov joined UBS Asset Management in April 2007. Prior to joining UBS, Jakov was Head of Australia Equities at Allianz Global Investors. Jakov's funds management experience includes research responsibilities across a range of sectors. Prior to this role, he worked at Constellation Capital Management, Invesco Asset Management, Deutsche Asset Management, Commonwealth Funds Management and MLC.

基金費用

最低認購金額
0澳幣
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.20%
最高管理費
1.20%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瑞銀證券投資信託股份有限公司
聯絡電話
(02)8758-6938
基金顧問地址
台北市松仁路7號5樓
基金顧問網址
www.ubs.com/taiwanfunds