IQAM Balanced Aktiv (CA)(0P00001NA9)

維也納

從投資組合中新增/移除新增至觀察名單

112.210 -0.190 -0.17%

05/11 - 關閉. EUR 貨幣

種類: 基金

市場: 奧地利

發行者: Spängler IQAM Invest GmbH

國際證券識別碼(ISIN): AT0000801022

資產類別: 股票

晨星評級:
總資產: 69.9M

0P00001NA9綜觀

你可在本頁找到深入的IQAM Balanced Aktiv (CA)公司檔案，包括0P00001NA9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

EUR Cautious Allocation - Global

總資產

69.9M

費用

0.65%

基金成立

1998年7月1日

聯絡資訊

地址 Franz-Josef-Straße 22
Salzburg,. 5020
Austria

電話 +43 505 8686-0

傳真 +43 505 8686-869

網絡 www.iqam.com

主要管理層

名稱	主旨	成立於	直至
Thomas Kaiser	Portfolio Manager	2021	now
自傳	Mr. Kaiser attended Indiana University’s Kelley School of Business where he earned Bachelor of Science degrees in finance, business economics, and public policy analysis. Mr. Kaiser has earned his designation as a Chartered Financial Analyst. As a portfolio manager for Dividend Performers, he helps with the security selection process, asset allocation, and portfolio analytics. Mr. Kaiser performs similar duties for the Adviser’s various other strategies and at Sheaff Brock Investment Advisors, LLC (SBIA), an affiliate of the Adviser. He has more than 10 years of experience in the financial services industry beginning with Northern Trust, then with Fitch Ratings, and most recently with 40\|86 Advisors from 2016 to 2020. Mr. Kaiser has been with the Adviser since 2021 and with SBIA since 2020.
Franz Schardax	-	2013	2021
Gerald Stadlbauer	-	2011	2012
Nicholas Daxelhoffer	Senior Portfolio Manager, Head of Balanced Mandates	1998	2003
自傳	Nicholas Daxelhoffer joined Pictet & Cie in 1990 and is both a Senior Investment Manager and Head of Balanced Mandates, Zurich. Nicholas began his career at Swiss Life Insurance in the department Math & Statistics catering to institutional clients where he calculated offers for corporate clients. After his studies he worked at Vontobel & Cie Zurich in the Portfolio Management & Swiss Research department. Nicholas holds a degree in economics from the University of Zurich.

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