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聯博精選美國股票基金-A股
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| 2015 | 2016 | 2017 | 2018 | 2019 |
| -1.15% | 7.79% | 20.74% | -6.05% | 27.77% |
| 聯博精選美國股票基金-A股 中文月報 配息資訊 |
| 本基金追求在景氣循環中，極大化風險調整後報酬。投資團隊融合由下而上的分析與總經觀點，以尋求投資機會。主要投資於美國中大型股，但仍伺機佈局小型股或非美國股票。不受限於市值、投資風格及類股，並聚焦有清楚易懂的營運模式、具長期成長潛力，以及產業進入障礙高之企業。同時評估企業管理品質，包括是否發放股息、買回庫藏股、採用保守會計方式，以及獎酬制度是否包含直接擁有股權等對股東友善之政策。團隊可因應市場的投資機會，彈性調整投資組合。 |
| 日期 | 淨值 | 漲跌比例 |
| 2020/07/02 | 36.96 | 0.43% |
| 2020/07/01 | 36.80 | 0.68% |
| 2020/06/30 | 36.55 | 0.99% |
| 2020/06/29 | 36.19 | 1.46% |
| 2020/06/26 | 35.67 | -2.41% |
| 2020/06/25 | 36.55 | 1.25% |
| 2020/06/24 | 36.10 | -1.93% |
| 2020/06/22 | 36.81 | 0.52% |
| 2020/06/19 | 36.62 | -0.38% |
| 2020/06/18 | 36.76 | 0.00% |
| 名稱 | 三個月 | 六個月 | 一年 | 今年 | ||
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23.28% | -6.05% | 3.18% | -5.04% | ||
| 道瓊工業指數 | 20.61% | -10.54% | -3.58% | -9.50% | ||
| S&P 500指數 | 23.87% | -3.92% | 5.28% | -3.12% | ||
| 羅素3000成長指數 | 33.50% | 8.93% | 21.05% | 10.24% | ||
| 羅素1000指數 | 25.62% | -3.54% | 5.42% | -2.76% | ||
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26.16% | -24.13% | -20.54% | -24.24% | ||
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32.62% | 11.33% | 23.05% | 12.46% | ||
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32.28% | 10.78% | 21.82% | 11.90% | ||
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20.13% | -6.64% | 3.62% | -5.16% | ||
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-0.18% | 3.92% | 3.89% | 19.65% | ||
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23.52% | -5.67% | 3.99% | -4.65% | ||
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23.67% | -5.46% | 4.45% | -4.44% | ||
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18.75% | -6.59% | -0.08% | -6.59% | ||
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31.05% | 9.76% | 20.84% | 11.46% | ||
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30.74% | 9.21% | 19.61% | 10.87% | ||
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30.58% | 8.43% | 17.58% | 10.10% | ||
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30.88% | 9.00% | 18.82% | 10.68% | ||
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31.42% | 10.34% | 22.12% | 12.05% | ||
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1.45% | -3.84% | 4.93% | 8.29% | ||
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1.45% | -3.84% | 4.93% | 8.28% | ||
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15.61% | -5.06% | 3.80% | -5.06% | ||
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17.95% | -4.76% | 3.48% | -4.76% | ||
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17.95% | -5.56% | 2.61% | -5.56% | ||
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15.31% | -5.54% | 2.77% | -5.54% | ||
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17.66% | -5.22% | 2.48% | -5.22% | ||
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17.67% | -5.22% | 2.48% | -5.22% | ||
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24.61% | 7.89% | 15.80% | 7.89% | ||
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27.14% | 8.25% | 15.48% | 8.25% | ||
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27.14% | 8.25% | 15.48% | 8.25% | ||
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27.26% | 8.44% | 15.89% | 8.44% | ||
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20.20% | -2.11% | 8.77% | -1.38% | ||
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9.30% | 1.93% | 12.74% | -0.90% | ||
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19.94% | -2.47% | 7.92% | -1.74% | ||
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21.72% | -4.00% | 3.79% | -3.29% | ||
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21.56% | -4.26% | 3.24% | -3.56% | ||
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20.68% | -1.97% | N/A% | -1.18% | ||
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20.31% | -1.87% | N/A% | -1.17% | ||
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17.95% | -2.13% | N/A% | -1.16% | ||
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20.75% | -3.87% | N/A% | -3.00% | ||
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18.00% | -4.10% | N/A% | -3.05% | ||
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17.50% | -3.13% | N/A% | -2.34% | ||
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23.52% | -0.22% | 8.15% | 0.67% |
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