駿利亨德森資產管理基金-駿利亨德森美國創業基金I2歐元避險

31.35歐元0.05(0.16%)
2021/05/18更新
績效 / 
1月4.7%
3月9.01%
1年49.95%
晨星評等

基本資料

基金公司/總代理人
駿利亨德森證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
歐元
基金組別
產業股票 - 其他
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Russell 2000 TR USD
基金規模
232.80百萬截至 2021-05-17
年初至今報酬率
1.10%
殖利率
0.00
晨星評等
成立日期
2008-01-31

投資策略

基金主要投資於小型公司發行的普通股票,尋求資本成長。本基金主要投資於美國。

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

  • Stutzman Scott
  • 資歷 5年(2016-07-01 至今)
  • Scott Stutzman is a Portfolio Manager at Janus Henderson Investors and is responsible for co-managing the Small-Mid Cap Growth and Small Company Growth strategies. He is also a Research Analyst covering the Industrials & Materials sector. Prior to joining Janus in 2007, Mr. Stutzman worked as an analyst for The Boston Company, where he researched investments for the Dreyfus Founders Mid-Cap Growth Fund, covering industrials, health care and consumer sectors. Before that, he served as an analyst for Gulfco Ltd. and analyzed leverage buyout transactions and provided strategic analysis for portfolio companies. Mr. Stutzman also has worked as a principal at GEN 3 Partners and as an associate at Booz, Allen & Hamilton. 
    
    Mr. Stutzman received his bachelor of science degree in industrial engineering and management sciences from Northwestern University and his MBA with a concentration in finance from Columbia University, where he graduated Beta Gamma Sigma. Mr. Stutzman holds the Chartered Financial Analyst designation and has 17 years of financial industry experience.
  • Coleman Jonathan
  • 資歷 8年(2013-05-13 至今)
  • Jonathan Coleman is a Portfolio Manager at Janus Henderson Investors, responsible for co-managing the Small-Mid Cap Growth and Small Company Growth strategies, a position he has held since 2013. From 2006 to 2013, Mr. Coleman served as chief investment officer, equities. He joined Janus in 1994. Prior to that, he was a Fulbright Fellow in Costa Rica, researching economic integration in Central America. 
    
    Mr. Coleman received his bachelor of arts degree in political economy and Spanish from Williams College, where he graduated Phi Beta Kappa. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience.

基金費用

最低認購金額
1,000,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.00%
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
駿利亨德森證券投資顧問股份有限公司
聯絡電話
(886) 02 8101-1001
基金顧問地址
台北市信義路五段7 號台北101大樓45樓A-1室
基金顧問網址
zh-tw.janushenderson.com/taiwan/intermediary

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