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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 |
| 2020/10/22 | 40.71 | 0.15% |
| 2020/10/21 | 40.65 | -0.29% |
| 2020/10/20 | 40.77 | 0.54% |
| 2020/10/19 | 40.55 | -1.65% |
| 2020/10/16 | 41.23 | 0.15% |
| 2020/10/15 | 41.17 | -0.29% |
| 2020/10/14 | 41.29 | -0.55% |
| 2020/10/13 | 41.52 | -0.69% |
| 2020/10/12 | 41.81 | 1.70% |
| 2020/10/09 | 41.11 | 1.11% |
| 名稱 | 三個月 | 六個月 | 一年 | 今年 | ||
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5.38% | 21.23% | 12.83% | 4.60% | ||
| 道瓊工業指數 | 5.03% | 20.82% | 5.88% | -0.61% | ||
| S&P 500指數 | 5.42% | 23.37% | 15.27% | 6.89% | ||
| 羅素3000成長指數 | 8.14% | 33.93% | 36.97% | 24.86% | ||
| 羅素1000指數 | 6.07% | 25.68% | 16.68% | 8.12% | ||
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10.10% | 32.50% | -8.24% | -12.69% | ||
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4.54% | 26.88% | 33.53% | 23.31% | ||
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4.27% | 26.23% | 32.20% | 22.32% | ||
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3.14% | 10.99% | 6.26% | -0.63% | ||
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-0.18% | 3.92% | 3.89% | 19.65% | ||
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5.60% | 21.74% | 13.76% | 5.30% | ||
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5.70% | 21.98% | 14.21% | 5.63% | ||
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8.49% | 28.80% | 6.03% | -1.87% | ||
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9.50% | 33.42% | 38.85% | 27.01% | ||
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9.23% | 32.75% | 37.44% | 25.97% | ||
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9.17% | 32.52% | 35.84% | 24.96% | ||
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9.47% | 33.25% | 37.34% | 26.09% | ||
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9.80% | 34.12% | 40.34% | 28.12% | ||
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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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3.00% | 14.13% | 5.98% | 0.05% | ||
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5.99% | 24.60% | 12.72% | 5.78% | ||
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5.99% | 24.60% | 11.77% | 4.89% | ||
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2.74% | 13.56% | 4.94% | -0.74% | ||
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5.73% | 23.99% | 11.62% | 4.95% | ||
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5.73% | 23.99% | 11.63% | 4.95% | ||
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5.27% | 24.27% | 23.14% | 16.14% | ||
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8.34% | 35.68% | 31.00% | 22.81% | ||
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8.34% | 35.68% | 31.00% | 22.81% | ||
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8.43% | 35.92% | 31.46% | 23.15% | ||
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5.54% | 24.00% | 20.12% | 10.18% | ||
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9.30% | 1.93% | 12.74% | -0.90% | ||
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5.35% | 23.53% | 19.18% | 9.49% | ||
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4.26% | 23.63% | 13.48% | 5.43% | ||
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4.13% | 23.31% | 12.89% | 4.99% | ||
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8.05% | 28.12% | 18.98% | 11.71% | ||
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8.41% | 28.21% | 19.27% | 12.11% | ||
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4.50% | 17.16% | 11.63% | 5.54% | ||
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6.63% | 27.18% | 15.40% | 7.67% | ||
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3.17% | 16.37% | 8.42% | 1.80% | ||
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3.28% | 21.23% | 9.75% | 5.41% | ||
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6.82% | 26.60% | 19.08% | 11.21% |
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