UPAMC Optima (0P00006A9V.TW)
Taiwan - Taiwan Delayed price. Currency in TWD
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UPAMC Optima
Taipei City 105, Taiwan (R.O.C.)
8F., No.8, Dongsing Rd., Songshan District,
(02)2747-8388
Management information
,Lead manager since 1 February 2007
學歷 輔仁大學金融研究所 碩士
經歷 1999/06-2010/06 統一投信基金經理人
1999/02-1999/05 元大投信投研部副理
1996/07-1999/01 元大投顧研究部副理
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyUni-President Asset Management Co., Ltd
Net assets13.52B
YTD return14.96%
Yield0.00%
Morningstar rating★★★★★
Inception date1 Nov 1994
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover294.01%
Average for categoryN/A
Fees and expenses
Expense0P00006A9V.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
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