摩根投資基金-JPM環球股息(美元)-A股(累計)

179.34美元0.33(0.18%)
2021/03/04更新
績效 / 
1月2.97%
3月6.86%
1年24.35%
晨星評等

基本資料

基金公司/總代理人
摩根證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球股票收益
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
MSCI ACWI NR EUR
晨星組別基準指數
MSCI World High Dividend Yield NR USD
基金規模
344.21百萬截至 2021-03-04
年初至今報酬率
4.50%
殖利率
0.00
晨星評等
成立日期
2007-11-28

投資策略

透過主要投資於環球各地可產生高收入而且該等收入正在增加的企業,以期提供長期資本增值。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Witherow Sam
  • 資歷 2年(2019-03-14 至今)
  • Sam Witherow, vice president, is a global sector specialist in the Global Equities Team. An employee since 2008, he is responsible for covering the global energy sector. Sam obtained a BSc (Hons) in Economics and Politics from the University of Bristol and is a CFA charterholder.
  • Skibeli Helge
  • 資歷 3年(2018-03-05 至今)
  • Helge Skibeli is managing director of J.P. Morgan Investment Management and has been an employee of JPMIM or its affiliates (or one of their predecessors) since 1990. Helge became head of research in March 2002. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research. Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors. Prior to that, he worked in security analysis and equity sales in the Norwegian market. Helge obtained an M.A. in general business from the Norwegian School of Management and earned an M.B.A. from the University of Wisconsin. He is a CFA charterholder.

基金費用

最低認購金額
28,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
摩根證券投資信託股份有限公司
聯絡電話
(02) 8726-8686
基金顧問地址
台北市信義區松智路1 號20 樓
基金顧問網址
www.jpmrich.com.tw