摩根基金-JPM環球醫療科技(美元)-A股(累計)

509.34美元6.06(1.2%)
2021/08/04更新
績效 / 
1月1.68%
3月7.91%
1年22.5%
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
產業股票 - 健康護理
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
MSCI World/Health Care NR USD
基金規模
4,883.30百萬截至 2021-08-03
年初至今報酬率
9.88%
殖利率
0.00
晨星評等
成立日期
2009-10-02

投資策略

主要投資於全球製藥、生物科技、保健服務、醫療技術及生命科學之企業(「醫療保健企業」),以期達到基金之回報目標。 子基金之資產(不包括現金及與現金相當之財產)至少67%將投資於醫療保健企業之權益證券。此等證券之發行人可位於任何國家,包括新興市場。 可輔助持有債權證券、現金及約當現金。 子基金可投資於可轉讓證券集體投資計畫及其他集體投資計畫。 子基金可投資於任何貨幣之資產,且子基金之貨幣曝險可進行避險或參考基金指標進行管理。 子基金可為避險目的及有效管理投資組合而投資於衍生性金融工具。

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

  • McGrath Laurence
  • 資歷 2年(2019-10-31 至今)
  • Laurence McGrath, executive director, is an analyst in Equity Research with over 20 years of industry experience. An employee since 2010, Laurence is responsible for analysing and investing in the U.S. Large Cap healthcare equipment and services sector. Before joining JPMorgan, he was a healthcare equipment and services analyst with Pioneer Investments. He holds a Bachelor of Commerce in banking and finance from the University College Dublin and a M.Sc. in investment and treasury management from Dublin City University.
  • Cohen Matthew
  • 資歷 6年(2015-01-05 至今)
  • Matthew G. Cohen, M.D., managing director, is a research analyst in the U.S. Equity Group. An employee since 2005, Dr. Cohen has been portfolio manager since 2015 and a research analyst in the firm’s U.S. Equity Group since 2005. Before joining the firm, Matthew was a senior healthcare analyst at Medici Healthcare and a senior analyst covering medical products at Narragansett Asset Management, a New York-based healthcare hedge fund. Prior to that, Dr. Cohen was a resident surgeon in the Department of General Surgery at the North Shore University Hospital NYU School of Medicine. Matthew holds an M.B.A. from New York University Stern School of Business and an M.D. from McGill University in Montreal.
  • Marden Anne
  • 資歷 12年(2009-10-02 至今)
  • Anne Marden, managing director, is a research analyst with the European Equity Research Team with responsibility for the pharmaceutical and healthcare sectors, and is co-portfolio manager of the Global Healthcare Fund. An employee since 1986, she obtained a B.A. in economics from Princeton and earned an M.B.A. from INSEAD. She is a holder of the CFA designation.

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