霸菱韓國基金-A類美元累積型

22.60美元0.01(0.04%)
2024/03/28更新
績效 / 
1月6.05%
3月5.31%
1年11.6%
晨星評等

基本資料

基金公司/總代理人
霸菱證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
韓國股票
基金家族
Baring International Fund Mgrs (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar Korea TME NR USD
基金規模
34.17百萬截至 2024-03-26
年初至今報酬率
1.62%
殖利率
0.00
晨星評等
成立日期
1992-11-04

投資策略

單位信託基金之投資目標為透過投資於霸菱韓國基金(於英國組成並得到金融市場行為監管局認可的單位信託基金)的單位,以達到長期資產增值。

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

  • Lim Soo-Hai
  • 資歷 6年(2018-06-06 至今)
  • SooHai is the Head of Asia ex-China equities and co-manager of various Asia ex Japan strategies, including Barings ASEAN Frontiers Fund, Barings Asia Growth Fund, Barings Eastern Trust, Barings Korea Trust and Barings Australia Fund. SooHai joined Barings in November 2005, from Daiwa SB Investments (Singapore), where he was country specialist for Australia and Malaysia. Prior to that, he managed Thai and Malaysian equities at Singapore Telecom’s Asset Management department. SooHai graduated from Nanyang Technological University in 1994 with a Bachelor of Accountancy (First Class Hons) Degree and is a CFA charterholder.
  • Hong Eunice
  • 資歷 6年(2018-06-06 至今)
  • Eunice is the co-manager of various Asia ex Japan products and mandates, including Barings Asia Growth Fund, Barings Eastern Trust and Barings Korea Trust. She also works closely with SooHai Lim in spearheading research and stock selection in the Korean market and technology sector. Eunice joined Barings in June 2007 from Shinyoung Securities, Seoul, where she worked as equity analyst covering Korea. She received a BA from Yonsei University and an MIS from University of Washington. She is fluent in Korean and English.

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
0.10%
最高管理費
0.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
霸菱證券投資顧問股份有限公司
聯絡電話
0800-062-068
基金顧問地址
台北市基隆路1段333號21樓
基金顧問網址
www.barings.com/tw