摩根基金-JPM環球策略債券(美元)-A股perf(累計)

135.45美元0.13(0.1%)
2021/05/07更新
績效 / 
1月0.08%
3月0.46%
1年6.15%
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
全球債券 - 靈活策略 - 美元對沖
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
BBgBarc Global Aggregate TR Hdg USD
基金規模
2,407.50百萬截至 2021-05-07
年初至今報酬率
0.02%
殖利率
0.00
晨星評等
成立日期
2010-06-03

投資策略

發掘債券及貨幣市場之投資機會,適時運用衍生性金融工具,期取得超過指標(benchmark) 之報酬。

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

  • Headley Andrew
  • 資歷 1年(2020-07-01 至今)
  • Andrew Headley, managing director, is the Head of Mortgages for the Global Fixed Income , Currency & Commodities (GFICC) group. Based in New York, he is responsible for overseeing the agency & non-agency mortgage-backed securities, commercial mortgage-backed securities and commercial mortgage loan (CML) investment teams. He is also responsible for managing mortgage portfolios as well as developing and implementing mortgage strategies for multi-sector portfolios. An employee since 2005, Drew previously worked as a portfolio manager at Bear Stearns Asset Management, overseeing the mortgage and asset-backed sectors for the core fixed income strategies. Prior to this, Drew was a portfolio manager at Fischer, Francis, Trees & Watts for eleven years, specializing in mortgage and broad market portfolios. Drew holds a B.S. in economics from the Wharton School of the University of Pennsylvania and is a CFA charterholder.
  • Hutz Jeff
  • 資歷 1年(2020-07-01 至今)
  • Coleman Lisa
  • 資歷 1年(2020-07-01 至今)
  • Ms. Coleman is the head of the Global Investment Grade Corporate Credit team in the New York/London Global Fixed Income, Currency & Commodities group (GFICC). Prior to joining J.P. Morgan Asset Managementin 2008, Ms. Coleman was at Schroder Investment Management for eight years, serving as the head of Global Credit Strategies and the head of European Fixed Income.

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
1.00%
最高管理費
1.00%
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

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