資本集團歐洲成長及收益基金(盧森堡) X停止銷售

29.78歐元0.01(0.03%)
2018/03/29更新
績效 / 
1月0%
3月3.19%
1年0.1%
晨星評等

基本資料

基金公司/總代理人
街口證券投資信託股份有限公司
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
Capital Group
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe NR EUR
基金規模
0.00百萬截至 -
年初至今報酬率
0.62%
殖利率
0.00
晨星評等
成立日期
2002-10-30

投資策略

透過主要投資於在歐洲國家註冊及/或主要營業地點位於歐洲國家的發行人的上市股票,達到長期資本增值和賺取收益的目標。保本亦是首要目標。基金亦可購買非上市證券,惟須受到“一般投資指引及限製”的相關條文所規限。

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

  • Randall Caroline
  • 資歷 1年(2017-01-01 至今)
  • Caroline Randall is a portfolio manager at Capital Group. She also serves on the Capital Group Management Committee. She has 26 years of investment industry experience and has been with Capital Group for 18 years. Earlier in her career at Capital, as an equity investment analyst, she covered European utilities and transportation companies. Prior to joining Capital, she was head of European utilities research at J.P. Morgan.
  • Riley David
  • 資歷 5年(2013-02-01 至今)
  • David M. Riley is an equity portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, David covered European and Latin American telecommunication companies and European media companies. David holds an MBA from Harvard Business School and a bachelor’s degree in electronics from the University of Southampton in England. He is also a Licentiate of London and Guildhall Schools of Music. David is based in London.
  • Denning Mark
  • 資歷 15年(2002-10-30 至今)
  • Mark E. Denning is an equity portfolio manager at Capital Group. He has 36 years of investment experience, all with Capital Group. Earlier in his career at Capital, Mark had equity investment analyst responsibilities for companies based in Southeast Asia. He holds an MBA in finance and international business from Columbia Business School and a bachelor’s degree in economics from the London School of Economics. Mark is based in Los Angeles.

基金費用

最低認購金額
2,000,000歐元
申購手續費
-
保管費
-
分銷費
0.00%
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
街口證券投資信託股份有限公司
聯絡電話
(02)2750-5555
基金顧問地址
台北市大安區市民大道三段206號9樓
基金顧問網址
www.jkoam.com