CTBC Global Silver Age Income TWD B (0P00018TVS.TW)
Taiwan - Taiwan Delayed price. Currency in TWD
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CTBC Global Silver Age Income TWD B
Taipei City 115, Taiwan (R.O.C.)
12F, No.188, Jingmao 2nd Rd., Nangang Dist.,
02-26526688
Management information
,Lead manager since 1 August 2023
學歷：美國印地安那大學企管碩士
經歷︰
中國信託投信 國際投資科經理 2021/04迄今
凱基投信 基金經理人(2019/042021/04)
第一金投信 基金經理人(2018/102019/04)
復華投信 基金經理人(2016/112018/09)
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 familyCTBC Securities Investment Tr Co. Ltd.
Net assetsN/A
YTD return10.28%
Yield1.86%
Morningstar rating★★★
Inception date31 Aug 2020
Fund operations
Last dividend0.10
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P00018TVS.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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