貝萊德全球基金 - 瑞士特別時機基金 D2(0P0000GD8G)

盧森堡

從投資組合中新增/移除新增至觀察名單

710.620 +12.670 +1.82%

04/11 - 關閉. CHF 貨幣

種類: 基金

市場: 盧森堡

發行者: BlackRock (Luxembourg) SA

國際證券識別碼(ISIN): LU0376447149

資產類別: 股票

晨星評級:
總資產: 160.46M

0P0000GD8G綜觀

你可在本頁找到深入的貝萊德全球基金 - 瑞士特別時機基金 D2公司檔案，包括0P0000GD8G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

Switzerland Small/Mid-Cap Equity

總資產

160.46M

費用

1.06%

基金成立

2008年8月1日

投資策略

以盡量提高總回報為目標，並以貫徹環境、社會及管治（「ESG」）投資原則的方式進行投資。基金將其至少70%的總資產投資於在瑞士註冊或從事大部份經濟活動的中小型市值公司的股本證券。中小型市值公司指於購入時並非瑞士市場指數成份的公司。基金在或然可換股債券的投資以其總資產的5%為限。

聯絡資訊

地址 35 A, avenue J.F. Kennedy,
Luxembourg, L-1855
Luxembourg

電話 +44 20 77433000

傳真 Amsterdam

網絡 www.blackrock.com

主要管理層

名稱	主旨	成立於	直至
Christopher Sykes	-	2019	now
David Tovey	Director, Portfolio Manager	2008	2021
自傳	David Tovey, CFA, Director and portfolio manager, is a member of BlackRock's European Specialist equity team. Mr. Tovey joined BlackRock following the merger with Merrill Lynch Investment Managers (MLIM) in 2006. At MLIM, Mr. Tovey was a member of the European Specialist equity team, responsible for managing the MLIIF Global Opportunities Fund. He began his career with MLIM in 1998 as an analyst with the US Small Cap equity team. Mr. Tovey earned a BA degree in economics, with honours, from Warwick University.
Carl Lee	Researcher, Portfolio Manager	2008	2013
自傳	Carl Lee, Managing Director and portfolio manager, is head of BlackRock's European Specialist equity team. Mr. Lee's service with the firm dates back to 1996, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was the head of the European Specialist equity team. He joined MLIM in 1996 as a member of the MLIM graduate training program. Prior to joining MLIM in 1996, Mr. Lee spent 12 years as an officer in the Royal Air Force. Mr. Lee is an associate member of the UK Society of Investment Professionals and holds the ASIP professional designation. He earned a BSc degree in mathematics, with honours, from Leicester University in 1984.

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