Centerstone Investors C
New York, New York 10010
135 5th Avenue
Centerstone Investors Trust
(212) 503-5790
管理資訊
,自 2016年5月2日 起的牽頭經辦人
Abhay Deshpande founded Centerstone Investors and serves as the Chief Investment Officer. He has many years of experience researching and investing in businesses globally.
Prior to establishing Centerstone, Mr. Deshpande was a Portfolio Manager at First Eagle Investment Management, advisor to the Global and Overseas strategies that comprised the vast majority of the firm’s billions in assets under management. During his 15-year tenure, his responsibilities included hiring and training analysts along with leading the research team during times of market turbulence. He spearheaded the research efforts during both the 2001 technology and 2008 credit crises, and in both cases his direct efforts helped clients minimize losses, and ultimately thrive, during his career at First Eagle.
Previously, Mr. Deshpande was a Research Analyst with Harris Associates and International and Global products. He also was an Analyst for Morningstar responsible for following a variety of International mutual funds. He began his career at a boutique investment advisor in Louisville, KY.
Mr. Deshpande holds a BS in Finance from the University of Louisville. He is a CFA Charterholder and a member of the New York Society of Security Analysts.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別World Allocation
基金家族Centerstone Investors
淨資產165.47M
本年度至今日回報4.89%
收益率0.44%
晨星評級★
成立日期2016年5月2日
基金運作
上次股息0.05
上次資本增益-35.00
持股週轉率49.72%
組別平均無
費用與支出
支出CENNX類別平均
年報支出比率 (淨值)1.42%1.00%
招股書淨支出比率1.42%無
招股書總支出比率1.49%無
最高 12b1 費用無無
最高首次認購費無5.06%
最高遞延銷售費用無1.35%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
