摩根投資基金-環球智選基金-JPM環球智選(美元)-I股(累計)

189.62美元0.93(0.49%)
2024/04/18更新
績效 / 
1月3.09%
3月7.54%
1年20.81%
晨星評等
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基本資料

基金公司/總代理人
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註冊地
盧森堡
計價幣別
美元
基金組別
全球大型均衡型股票
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
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晨星組別基準指數
Morningstar Gbl TME NR USD
基金規模
6,849.31百萬截至 2024-04-16
年初至今報酬率
5.86%
殖利率
0.00
晨星評等
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成立日期
2010-04-28

投資策略

主要投資於全球公司所發行之股票,以期取得較全球股票市場為高的報酬。

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

  • Pecher Christian
  • 資歷 5年(2019-09-30 至今)
  • Skibeli Helge
  • 資歷 8年(2015-12-01 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
10,000,000美元
申購手續費
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保管費
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分銷費
0.00%
管理費
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最高管理費
0.50%
遞延費
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最高遞延費
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聯絡資訊

基金投資顧問
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聯絡電話
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基金顧問地址
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基金顧問網址
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