駿利亨德森遠見基金-歐元企業債券基金 A2 歐元

159.21歐元0.35(0.22%)
2024/12/05更新
績效 / 
1月2.1%
3月2.68%
1年7.24%
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
盧森堡
計價幣別
歐元
基金組別
歐元公司債券
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Morningstar EZN Corp Bd GR EUR
基金規模
967.09百萬截至 2024-12-04
年初至今報酬率
5.23%
殖利率
0.00
晨星評等
-
成立日期
2009-12-18

投資策略

該基金旨在提供回報,其來自收益及長期資本增長之結合。該基金投資至少其淨資產之80%於以歐元計價之投資等級公司債券及其他固定及浮動利率證券。

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

  • Winstone Tim
  • 資歷 7年(2017-10-03 至今)
  • "Tim Winstone is a Corporate Credit Portfolio Manager at Janus Henderson Investors, a position he has held since joining Henderson in 2015. Tim co-manages the European Investment Grade and European High Yield strategies. Prior to Henderson, he was an executive director, senior fixed income portfolio manager and part of the global credit team at UBS Global Asset Management. He began his career as a portfolio assistant at Thesis Asset Management and has worked in global credit since 2004.
    
    Tim earned a BSc degree (Hons) in mathematics from the University of Bristol. He holds the Chartered Financial Analyst designation and the Investment Management Certificate and passed the Regulation and Compliance unit of the CISI Diploma. He has 16 years of financial industry experience."
  • Ross Thomas
  • 資歷 9年(2015-08-01 至今)
  • Tom Ross is Global Head of High Yield at Janus Henderson Investors, a role he has held since 2022. In this role, Tom is responsible for leading investment strategy and portfolio management of the firm’s high yield franchise. He has served as a portfolio manager on the Corporate Credit Team since 2006. Prior to portfolio management, he specialised in credit trading on Henderson's centralised dealing desk. He joined Henderson in 2002.
    
    Tom graduated with a BSc degree (Hons) in biology from Nottingham University. He holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.

基金費用

最低認購金額
2,500歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.75%
遞延費
-
最高遞延費
-

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