施羅德環球基金系列－美國大型股(歐元)C-累積(0P00002A1B)

盧森堡

從投資組合中新增/移除新增至觀察名單

407.922 +4.510 +1.12%

22/11 - 關閉. EUR 貨幣

種類: 基金

市場: 盧森堡

發行者: Schroder Investment Management (Europe) S.A.

國際證券識別碼(ISIN): LU0248185604

資產類別: 股票

晨星評級:
總資產: 5.36B

0P00002A1B綜觀

你可在本頁找到深入的施羅德環球基金系列－美國大型股(歐元)C-累積公司檔案，包括0P00002A1B的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

US Large-Cap Blend Equity

總資產

5.36B

費用

0.83%

基金成立

2006年3月22日

投資策略

該基金旨在通過投資於美國大型公司的股本和股本相關證券，在三年至五年期內扣除費用後提供超過Standard & Poor’s 500 (Net TR) Lagged index的資本增值。該基金被積極管理及將最少三分之二的資產投資於美國大型公司的股本和股本相關證券。大型公司指在購入時是美國股票市場中市值最高的85%的公司。

聯絡資訊

地址 Sennigerberg
Luxembourg, L-1736
Luxembourg

電話 +352 341 342 202

傳真 +352 341 342 342

網絡 www.schroders.com

主要管理層

名稱	主旨	成立於	直至
Frank Thormann	Portfolio Manager	2017	now
自傳	Frank joined as a Portfolio Manager for Global and US Large Cap Equity portfolios. He joined in 2017 from Frankfurt-based Union Investment where he was a global portfolio manager. Having initially focused on the North American component of Union’s Concentrated Global Equity portfolios, he assumed overall portfolio management responsibility for the UniFavorit Concentrated Global Equity Fund in early 2010. The fund achieved a five-star rating from Morningstar during his tenure. Before joining Union Investment in 2008, Frank worked at American Century Investments in Kansas City, USA where he was a multi-industry analyst for the American Century Ultra Fund, as well as for the AC Select Equity Fund. Frank earned his Bachelor Degree in Finance and Mathematics at Loras College, USA. He gained a Masters in Finance and International Business at the University of Missouri. Frank is a CFA Charterholder.
Alan Straus	-	2009	2017
Matt Ward	-	2009	2017
自傳	Mr. Ward joined Atalanta Sosnoff as Senior Technology Analyst in September, 2018. Mr. Ward was promoted to Portfolio Manager in February 2021. Prior to joining the firm, he was Head of US Large Cap (since 2014), Co-Fund Manager (since 2014), and Equity Analyst (since 2005) for Schroder Investment Management’s US Large Cap strategy. Previously, he was an Equity Analyst at Phoenix-Engemann and Franklin Templeton. Mr. Ward earned a B.A. in Economics and English from Georgetown University in 1995. Mr. Ward is a Chartered Financial Analyst charterholder. Mr. Ward is an equity owner of the firm.
Joanna Shatney	포트폴리오 매니저	2009	2014
自傳	Joanna Shatney – Became Portfolio Manager for the US Large Cap Equity and US All Cap products in 2009 – Appointed as Head of Research for the US Large Cap team in 2007 – In 2005 joined the US Large Cap team with responsibility for the Industrial sector, including Electrical Equipment, Multi-Industry, Machinery and Transportation, based in New York – In 1998 moved to Goldman Sachs. After 6 years covering Machinery at Goldman, she extended into Transport. Industrial coverage began in May 1996 when she joined Lehman Brothers covering Machinery companies as a sell-side research analyst. Investment career commenced in 1995 when she joined Capital Investments International as an associate supporting economist, strategist, and equity research analyst in New York focused on large cap equities BSBA, American International College
Ian F. Cooke	Head	2001	2005
自傳	Ian joined AIBIM in 2003 and currently heads up the US Equity team. Previously Ian worked with Schroder Investment Management for 2 years where he was responsible for unit Trusts and Managed Funds. .Prior to joining Schroders Ian worked with Legal & General Assurance for over 20 years. Ian joined the Investment team of Legal & General Assurance in 1980. He was appointed as US Equity portfolio manager one year later. In 1991 Ian was responsible for running the Unit Trust Funds for Legal & General. In1996 Ian was appointed head of North American Equities in addition to managing the Life, Pension and Unit Trust Funds. Ian has achieved Standard & Poors A* funds rating for performance both with Legal & General and Schroders.
Phillip Chappell	investment Director, Head	2001	2002
自傳	Philip is an investment director and is the head of US retail. Prior to joining SW in 2002 worked for Schroders as an investment director in US equity team. Before Philip worked for Perpetual as a senior US equity manager (1984 - 2001). He joined the company as a graduate trainee assisting on the US Funds. 1987-1997 Philip was US fund manager for the US Proportion of International funds. 1997-2001 he was the manager of Perpetual's top performing US Equity Funds.

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