Northern Lights Fund Trust III - Rondure Overseas Fund
Denver, CO 80203
1290 Broadway, Suite 1100
Financial Investors Trust
管理資訊
,自 2019年8月30日 起的牽頭經辦人
Dr. Clayton is the lead Portfolio Manager and analyst for Rondure’s international strategy and the secondary analyst for the firm’s emerging market strategy. He joined the firm shortly after its inception in 2017. Dr. Clayton was named Chief Investment Officer and Co-Head of ESG in 2023.
Prior to joining Rondure, Blake was a vice president and senior equity analyst at Citigroup in New York. He worked as a fellow at the Council on Foreign Relations, where he advised senior U.S. officials on macroeconomic issues. Dr. Clayton also taught finance and economics at the Oxford Institute for Undergraduate Studies.
Blake holds a doctorate from Oxford University, where he studied on a full-ride University Scholarship. He also holds dual master’s degrees from the Cambridge University and the University of Chicago, where he was the recipient of the University of Chicago Endowed Fellowship.
Dr. Clayton teaches finance at the University of California at Irvine as an adjunct professor. He is also the author of two books, Commodity Markets and the Global Economy and Market Madness: A Century of Oil Panics, Crises, and Crashes.
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Foreign Large Growth
基金家族Rondure Global
淨資產9.82M
本年度至今日回報1.80%
收益率0.01%
晨星評級★
成立日期2017年4月30日
基金運作
上次股息0.14
上次資本增益6.00
持股週轉率92.00%
組別平均無
費用與支出
支出ROSOX類別平均
年報支出比率 (淨值)0.85%1.05%
招股書淨支出比率0.85%無
招股書總支出比率2.11%無
最高 12b1 費用無無
最高首次認購費無5.20%
最高遞延銷售費用無1.29%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
