摩根基金-JPM巴西(美元)-A股(累計)

基本資料

投資策略

主要透過集中於巴西公司之投資組合， 以期提供較高之長期資本增值。

子基金之總資產（ 不包括現金及與現金相當之財產） 至少67%將投資於根據巴西法律註冊成立及於巴西設有辦事處、或即使於其他地區上市，仍於巴西從事其大部分經濟活動之公司之股票及具股權性質之有價證券。子基金投資組合將集中投資於約25 至50 家公司。

基金經理人

• Rodrigues Rachel
• 資歷 1年(2021-02-25 至今)

• Carrillo Luis
• 資歷 14年(2007-10-18 至今)

• Luis Carrillo, managing director, is a regional portfolio manager and the head of the Latin America Group, with a specialisation in Mexico, within the Emerging Markets and Asia Pacific Equities Team. He joined the firm in 1998 and is based in New York. Previously he was with several consulting firms where he offered strategic and financial advice concerning Latin America and Asia. Luis holds a B.S. degree in engineering and a graduate degree in industrial engineering from the Universidad Anahuac in Mexico. He holds an M.B.A. in finance from the Wharton School of the University of Pennsylvania.

基金費用

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