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聯博精選美國股票基金-I股
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2014 | 2015 | 2016 | 2017 | 2018 |
28.63% | 11.48% | 12.28% | 6.69% | -0.85% |
聯博精選美國股票基金-I股 最新配息資訊 |
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 |
2019/10/02 | 33.67 | -2.07% |
2019/10/01 | 34.38 | -1.38% |
2019/09/30 | 34.86 | 0.84% |
2019/09/27 | 34.57 | -0.69% |
2019/09/26 | 34.81 | -0.14% |
2019/09/25 | 34.86 | 1.22% |
2019/09/24 | 34.44 | -1.06% |
2019/09/23 | 34.81 | 0.26% |
2019/09/20 | 34.72 | -0.26% |
2019/09/19 | 34.81 | -0.06% |
名稱 | 三個月 | 六個月 | 一年 | 今年 | ||
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-0.18% | 3.92% | 3.89% | 19.65% | ||
道瓊工業指數 | -2.84% | -0.07% | -0.97% | 12.32% | ||
S&P 500指數 | -2.84% | 1.30% | -0.51% | 16.11% | ||
羅素3000成長指數 | -2.97% | 1.44% | -0.13% | 19.57% | ||
羅素1000指數 | -3.03% | 1.00% | -0.68% | 16.19% | ||
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-4.24% | -3.82% | -11.13% | 8.95% | ||
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-2.66% | 1.64% | 5.60% | 19.51% | ||
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-2.90% | 1.14% | 4.56% | 18.61% | ||
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-0.56% | 4.23% | 2.88% | 19.60% | ||
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-3.24% | 1.81% | -1.66% | 14.54% | ||
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-3.05% | 2.20% | -0.88% | 15.22% | ||
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-2.96% | 2.43% | -0.47% | 15.58% | ||
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-3.91% | -0.25% | -2.87% | 15.39% | ||
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-1.83% | 4.00% | 5.26% | 22.74% | ||
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-2.11% | 3.47% | 4.20% | 21.78% | ||
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-2.63% | 2.28% | 1.67% | 19.68% | ||
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-2.36% | 2.87% | 2.74% | 20.63% | ||
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-1.60% | 4.55% | 6.31% | 23.69% | ||
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-0.78% | 0.37% | 0.22% | 18.94% | ||
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-3.60% | -1.69% | -4.79% | 13.89% | ||
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-3.60% | -1.69% | -4.78% | 13.89% | ||
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1.19% | -1.66% | 17.78% | 10.55% | ||
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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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0.69% | 5.79% | 9.16% | 21.68% | ||
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-2.18% | 3.53% | 3.58% | 16.41% | ||
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-2.18% | 3.53% | 2.89% | 15.63% | ||
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0.45% | 5.25% | 8.05% | 20.74% | ||
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-2.42% | 3.02% | 2.58% | 15.56% | ||
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-2.42% | 3.02% | 2.59% | 15.56% | ||
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-1.58% | 2.37% | 7.11% | 22.76% | ||
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-4.39% | 0.19% | 1.66% | 17.45% | ||
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-4.39% | 0.19% | 1.68% | 17.45% | ||
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-4.31% | 0.36% | 2.02% | 17.76% | ||
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-2.13% | 5.65% | 10.99% | 25.43% | ||
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-2.30% | 5.25% | 10.14% | 24.73% | ||
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-2.30% | 5.25% | 10.17% | 24.77% | ||
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-4.37% | -1.30% | -5.37% | 11.48% | ||
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-4.50% | -1.56% | -5.86% | 11.04% | ||
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N/A% | 5.76% | 3.54% | 16.70% | ||
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N/A% | 5.64% | 2.95% | 16.34% | ||
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N/A% | 8.60% | 9.34% | 21.91% | ||
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N/A% | 2.16% | -1.99% | 15.55% | ||
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N/A% | 4.94% | 3.45% | 20.79% | ||
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N/A% | 4.94% | 4.63% | 15.95% | ||
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-5.16% | -3.28% | -6.67% | 10.10% |
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