摩根士丹利環球品牌基金 A (美元)

215.52美元1.15(0.54%)
2024/03/28更新
績效 / 
1月1.44%
3月4.18%
1年15.89%
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
美元
基金組別
全球大型均衡型股票
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl TME NR USD
基金規模
22,950.17百萬截至 2024-03-27
年初至今報酬率
3.97%
殖利率
0.00
晨星評等
成立日期
2000-10-30

投資策略

環球品牌基金的投資目標是透過主要投資於世界上發達國家的公司股票,達致具吸引力的以美元計算的長期回報率。該基金的投資組合集中於本公司相信是憑藉有強大的商業專利作後盾的無形資產(例如但不限於品牌、版權或分銷方法)達致成功的公司。

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

  • Borhaug Marte
  • 資歷 2年(2022-06-15 至今)
  • Marte is a Portfolio Manager and Head of Sustainable Outcomes for the International Equity Team. She joined Morgan Stanley Investment Management in November 2021 and has 12 years of experience in sustainability, six of which in financial services. She was previously the Global Head of Sustainable Outcomes at Aviva Investors, a team that co-managed Aviva’s sustainable fund range, including the climate transition franchise, evaluated positive and negative impact related to the SDGs, produced thematic screening and research on climate change, biodiversity and inequality, and designed sustainable solutions for clients. Before that, Marte led sustainability campaigns for Aviva as Head of EU public policy focused on sustainable finance, financial reform and Brexit. She joined Aviva from the Confederation of British Industry (CBI) where she was Head of Financial Services and Corporate Governance. Before this she led sustainable finance campaigns in Brussels at the EU public affairs consultancy, The Brussels Office and the Mission of Norway to the EU. Marte is co-chair of the 30% Club Investor Group, an advisor to Rosa UK, a charity that funds grassroots women’s organisations to help to make the UK a fairer, safer place for women and a mentor at the social accelerator Bethnal Green Ventures. She holds an MSc in European Political Economy from the London School of Economics.
  • Mast Isabelle
  • 資歷 3年(2021-09-01 至今)
  • Isabelle is a portfolio manager for the London based International Equity team. She joined Morgan Stanley in 2021 and has 16 years of investment experience. Prior to joining the firm, she worked at Fidelity and Citadel. Isabelle is a Chartered Accountant. She read English at Pembroke College, Oxford, holds a Doctorate in English Literature from Hertford College, Oxford, a Masters in Medieval Studies from York and an MBA from Queens’ College, Cambridge.
  • Miles Helena
  • 資歷 4年(2020-07-01 至今)

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.40%
最高管理費
1.60%
遞延費
-
最高遞延費
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/