瑞銀 (盧森堡) 日本股票基金 (日幣)

17499.00日圓63(0.36%)
2024/05/02更新
績效 / 
1月0.12%
3月5.3%
1年31.73%
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
日圓
基金組別
日本大型股票
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
Morningstar Japan TME NR JPY
基金規模
9,708.31百萬截至 2024-05-02
年初至今報酬率
13.72%
殖利率
0.00
晨星評等
成立日期
1999-08-03

投資策略

此基金主要透過投資於日本的領先企業,以提供較高回報。

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

  • Wong Raymond
  • 資歷 7年(2017-04-01 至今)
  • Mr. Wong has 14 years’ experience managing hedge fund allocations. He founded Cheetah Investment Management in 2001, one of the first SFC registered investment advisers focusing on hedge fund investments. Cheetah and its group companies have seeded and launched seven Asian strategies alternative investment funds with total assets under management surpassing US$800 million. Mr. Wong is a member of the executive committee of AIMA Hong Kong / China Chapter.
  • Teo Kelvin
  • 資歷 8年(2016-08-31 至今)
  • Kelvin Teo is a Research Analyst within the Global Emerging Markets and Asia Pacific Equities team. He is responsible for the analysis and valuation of Asian (including Japan) Financials – covering banks, insurance and non-banks. He is based in Singapore. Kelvin has been covering Japanese equities since joining UBS Asset Management in February 2009. His coverage responsibilities have included financials, pharmaceutical and healthcare, internet and gaming sectors. Prior to joining UBS Asset Management, Kelvin worked at Goldman Sachs equity research for 3 years where he was the ASEAN banks analyst covering Singapore, Thailand and Indonesian banks. Prior to that, he worked at DBS and MSCI.
  • Matsunaga Hiroyuki
  • 資歷 14年(2010-06-05 至今)
  • Hiroyuki Matsunaga is an equity portfolio manager in charge of both Japanese and Global ex Japan equities portfolios at UBS Asset Management. He shares responsibility for managing Japanese and Global equity portfolios and communicating strategy to clients investing in these mandates. Prior to assuming the current role, Hiroyuki worked as an equity analyst in the firm. He was in charge of Japanese Consumer including retail, household, food/beverage and tobacco, providing recommendations to the global and regional portfolio managers Association of Japan.

基金費用

最低認購金額
0日圓
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