0P0001M63U.TW - KGI Global Trend Fund -TWD I

Taiwan - Taiwan Delayed Price. Currency in TWD

KGI Global Trend Fund -TWD I

No.698, Mingshuei Rd., Jhongshan District, Taipei City 104, Taiwan (R.O.C.)

Management Information
,Lead Manager since January 17, 2022
學歷:國立交通大學經營管理研究所碩士 經歷:2004.04.02- 2006.07.17, 台新投顧研究分析部; 2007.05.16-2008.05.10, 匯豐中華投信金融業務部; 2008.05.26-2009.08.01, 安泰投顧研究部; 2009.08.03迄今, 安泰投信投資管理處
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyKGI Securities Investment Trust Co., Ltd
Net AssetsN/A
YTD Return0.00%
Morningstar RatingN/A1
Inception DateMay 3, 2021

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001M63U.TWCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A