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施罗德环球基金系列 - 美国大型股A GBP Inc (0P000134LL)

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238.434 +2.630    +1.12%
22/11 - 闭盘. GBP 货币
类型:  基金
市场:  卢森堡
发行商:  Schroder Investment Management Lux S.A.
ISIN:  LU1062721748 
资产类别:  股票
  • 晨星评级:
  • 总资产: 5.36B
Schroder International Selection Fund US Large Cap 238.434 +2.630 +1.12%

0P000134LL概述

 
本页面提供施罗德环球基金系列 - 美国大型股A GBP Inc的详细介绍,帮助您了解0P000134LL的高管、总资产、投资策略和联系方式等信息。
种类

美國大型均衡型股票

总资产

5.36B

费用

1.58%

开始日期

2014年5月14日

投资策略

该基金旨在通过投资于美国大型公司的股本和股本相关证券,在三年至五年期内扣除费用后提供超过standard & Poor’S 500 (Net Tr) Lagged Index的资本增值。该基金被积极管理及将最少三分之二的资产投资于美国大型公司的股本和股本相关证券。大型公司指在购入时是美国股票市场中市值最高的85%的公司。

联络信息

地址 Sennigerberg
Luxembourg, L-1736
Luxembourg
电话 +352 341 342 202
传真 +352 341 342 342

高管

名称 标题 任期
Frank Thormann Portfolio Manager 2017 now
背景介紹 Frank joined as a Portfolio Manager for Global and US Large Cap Equity portfolios. He joined in 2017 from Frankfurt-based Union Investment where he was a global portfolio manager. Having initially focused on the North American component of Union’s Concentrated Global Equity portfolios, he assumed overall portfolio management responsibility for the UniFavorit Concentrated Global Equity Fund in early 2010. The fund achieved a five-star rating from Morningstar during his tenure. Before joining Union Investment in 2008, Frank worked at American Century Investments in Kansas City, USA where he was a multi-industry analyst for the American Century Ultra Fund, as well as for the AC Select Equity Fund. Frank earned his Bachelor Degree in Finance and Mathematics at Loras College, USA. He gained a Masters in Finance and International Business at the University of Missouri. Frank is a CFA Charterholder.
Alan Straus - 2009 2017
Matt Ward - 2009 2017
背景介紹 Mr. Ward joined Atalanta Sosnoff as Senior Technology Analyst in September, 2018.  Mr. Ward was promoted to Portfolio Manager in February 2021. Prior to joining the firm, he was Head of US Large Cap (since 2014), Co-Fund Manager (since 2014), and Equity Analyst (since 2005) for Schroder Investment Management’s US Large Cap strategy.  Previously, he was an Equity Analyst at Phoenix-Engemann and Franklin Templeton.  Mr. Ward earned a B.A. in Economics and English from Georgetown University in 1995.  Mr. Ward is a Chartered Financial Analyst charterholder. Mr. Ward is an equity owner of the firm.
Joanna Shatney 포트폴리오 매니저 2009 2014
背景介紹 Joanna Shatney – Became Portfolio Manager for the US Large Cap Equity and US All Cap products in 2009 – Appointed as Head of Research for the US Large Cap team in 2007 – In 2005 joined the US Large Cap team with responsibility for the Industrial sector, including Electrical Equipment, Multi-Industry, Machinery and Transportation, based in New York – In 1998 moved to Goldman Sachs. After 6 years covering Machinery at Goldman, she extended into Transport. Industrial coverage began in May 1996 when she joined Lehman Brothers covering Machinery companies as a sell-side research analyst. Investment career commenced in 1995 when she joined Capital Investments International as an associate supporting economist, strategist, and equity research analyst in New York focused on large cap equities BSBA, American International College
Ian F. Cooke Head 2001 2005
背景介紹 Ian joined AIBIM in 2003 and currently heads up the US Equity team. Previously Ian worked with Schroder Investment Management for 2 years where he was responsible for unit Trusts and Managed Funds. .Prior to joining Schroders Ian worked with Legal & General Assurance for over 20 years. Ian joined the Investment team of Legal & General Assurance in 1980. He was appointed as US Equity portfolio manager one year later. In 1991 Ian was responsible for running the Unit Trust Funds for Legal & General. In1996 Ian was appointed head of North American Equities in addition to managing the Life, Pension and Unit Trust Funds. Ian has achieved Standard & Poors A* funds rating for performance both with Legal & General and Schroders.
Phillip Chappell investment Director, Head 2001 2002
背景介紹 Philip is an investment director and is the head of US retail. Prior to joining SW in 2002 worked for Schroders as an investment director in US equity team. Before Philip worked for Perpetual as a senior US equity manager (1984 - 2001). He joined the company as a graduate trainee assisting on the US Funds. 1987-1997 Philip was US fund manager for the US Proportion of International funds. 1997-2001 he was the manager of Perpetual's top performing US Equity Funds.
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