瀚亞投資-M&G泛歐基金A(歐元)停止銷售

19.83歐元0.07(0.37%)
2018/11/09更新
績效 / 
1月1.31%
3月4.32%
1年4.52%
晨星評等

基本資料

基金公司/總代理人
瀚亞證券投資信託股份有限公司
註冊地
英國
計價幣別
歐元
基金組別
歐洲大型均衡型股票
基金家族
M&G 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
5.17%
殖利率
0.86
晨星評等
成立日期
2001-11-28

投資策略

子基金將全部或主要投資於歐洲(含英國)企業。但子基金亦得投資於歐洲之外而以歐洲業務為其主要營收來源之企業。目標則是全力擴大長期總報酬率(含收益與資本增值)。

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

  • Oliveros Michael
  • 資歷 2年(2016-07-11 至今)
  • Michael Oliveros joined M&G in June 2011 as an analyst and since 2013 has worked as a manager and deputy manager of various equity strategies, including the Pan European Select Smaller Companies strategy and the Global Select strategy. Michael previously worked at Credit Suisse for six years, three of these as the market strategist and head of custom solutions in the HOLT group. Prior to Credit Suisse, he worked as an investment banking associate at Valuemetrics Advisors and as a management consultant at SCA Consulting. Michael graduated from the University of Illinois at Urbana-Champaign in 1998 with a BS in finance, minoring in technology and management. He is a CFA charterholder.
  • Olsen John
  • 資歷 4年(2014-07-01 至今)
  • John William Olsen, a Danish national, has been the manager of the M&G Positive Impact strategy since launch in November 2018. Two years later, John William became deputy manager of the M&G Climate Solutions strategy upon launch. He joined M&G in April 2014 and was appointed manager of the M&G Global Select and M&G Pan European Select strategies in July 2014 and, two years later, deputy manager of the M&G Pan European Select Smaller Companies strategy. John William joined M&G from Danske Capital, where from 2002 he had managed non-domestic equity portfolios, including the Global Stock Picking, Global Select and European Select strategies. He joined Danske Capital in 1998 as a fund manager on the domestic Danish equities team, and in 2000 also became a global sector analyst focusing on technology and telecommunications stocks. John William gained a BA in business economics and then an MSc in finance and accounting from Copenhagen Business School.

基金費用

最低認購金額
1,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瀚亞證券投資信託股份有限公司
聯絡電話
(02)87586699
基金顧問地址
台北市信義區松智路1 號4 樓
基金顧問網址
www.eastspring.com.tw