摩根投資基金 - 歐洲智選基金 - JPM 歐洲智選(美元) - A股(累計)

179.32美元1.97(1.11%)
2022/08/08更新
績效 / 
1月7.85%
3月0.11%
1年18.99%
晨星評等
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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
歐洲大型均衡型股票
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
1,401.72百萬截至 2022-08-05
年初至今報酬率
20.20%
殖利率
0.00
晨星評等
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成立日期
2007-12-20

投資策略

暫無投資策略資料

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

  • Lewis Timothy
  • 資歷 1年(2021-05-11 至今)
  • Mr. Lewis is a portfolio manager in the International Equity Group based in London. Mr. Lewis joined as an analyst in 2013, spending six years as part of the UK mid and small cap team before switching to focus on our core global portfolios. He obtained a BA in Business and Economics at Trinity College Dublin, and an MSc in Behavioral Economics from the University of Nottingham. 
    Mr. Lewis, a Vice President of JPMIM and CFA charterholder.
  • Tanna Rajesh
  • 資歷 5年(2017-08-01 至今)
  • Rajesh Tanna, Managing Director, is a portfolio manager for the J.P. Morgan Asset Management European Equity Group – Europe Research Driven Process (RDP) Team. Raj moved to J.P. Morgan Asset Management from J.P. Morgan Private Bank in September 2016, where he was also a European equity portfolio manager. An employee since 2011, Raj joined the Private Bank as a European Equity Strategist. Previously, Raj worked as a long-only European equity portfolio manager for 11 years predominantly with Credit Suisse, where he also held a position as a risk manager. Raj also spent 18 months as a portfolio manager with a small asset management boutique, FOUR Capital. Raj holds a BA in Economics and International Studies, and a Master's degree in Management Science and Operational Research, both from Warwick Business School. 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
-
最高管理費
1.50%
遞延費
-
最高遞延費
-

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