• 摩根士丹利歐洲股票Alpha基金 A

  • 45.03
    歐元
    0.28
    (0.63%)
  • 2019/05/24更新
績效: 1月 3.56% 3月 2.88% 1年 1.23%
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 盧森堡
計價幣別 歐元
基金組別 歐洲大型均衡型股票
基金家族 MSIM Fund Management (Ireland) Limited
公開說明書基準指數 MSCI Europe NR EUR
晨星組別基準指數 MSCI Europe NR EUR
基金規模 -
年初至今報酬率 14.93%
殖利率 0.00
星級評等 
成立日期 1997/02/01
投資策略
基金的投資目的是透過投資於在各歐洲股票交易所上市之歐洲公司之股本證券及歐洲的均衡股,以實現長期資本增值。本基金於2001年8月之前原名為摩根士丹利潻惠 - 歐洲大型股票基金。
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
Leeman Matthew 資歷 12年 (2006/12/30 至今)

Matthew is head of the European Equity team. He joined Morgan Stanley in 2006 and has 24 years investment experience. Prior to joining the firm, Matthew was a director at Soci?t? G?n?rale Asset Management where he managed Pan European, Europe Ex-U.K. and Eurozone equity strategies. Previously, Matthew was a partner in Mont Blanc, a European hedge fund. Before that, he was a senior fund manager on the European desk at Lombard Odier Darier Hentsch where he was responsible for their largest institutional clients. Matthew received a B.A. in modern languages (French and German) from King?s College, London, and an M.A. in European Management from Cranfield Business School.

Bindi Riccardo 資歷 12年 (2006/12/30 至今)

Riccardo is a portfolio manager for the European Equity strategies. He joined Morgan Stanley in 2006 and has 24 years investment experience. Prior to joining the firm, Riccardo was a European equity portfolio manager at Soci?t? G?n?rale Asset Management. Prior to that, Riccardo was at Lombard Odier Darier Hentsch. Riccardo received a B.Sc. in economics from the University of Bath and an M.Sc. in economics from the University of London. He also holds the Chartered Financial Analyst designation and is a member of UKSIP and the CFA Institute.

Patel Jaymeen 資歷 12年 (2006/12/30 至今)

Jaymeen is a portfolio manager for the European Equity team. He joined Morgan Stanley in 1998 and has 17 years of investment experience. Prior to joining the firm, he held positions at Fidelity Investments, State Street Bank and Trust Company and Salomon Brothers Asset Management. Jaymeen received a double honors B.Eng. and B.Comm. with language from the University of Birmingham, and an M.B.A. from the University of Warwick.

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