摩根基金-JPM環球策略債券(美元)-A股perf(每月派息)

87.71美元0.21(0.24%)
2021/03/01更新
績效 / 
1月0.14%
3月0.7%
1年4.42%
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
ICE Overnight USD LIBOR
晨星組別基準指數
BBgBarc Global Aggregate TR Hdg USD
基金規模
0.00百萬截至 2021-03-01
年初至今報酬率
0.16%
殖利率
2.76
晨星評等
成立日期
2012-06-11

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

  • Amoa Diana
  • 資歷 1年(2020-07-30 至今)
  • Ms. Amoa is responsible for emerging markets debt investments. A portfolio manager of the Fund since July 2020 and an employee of JPMIM since 2015, Ms. Amoa is a senior portfolio manager responsible for overall rates and FX strategies in the GFICC Emerging Markets Debt Team
  • Headley Andrew
  • 資歷 1年(2020-07-30 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(2020-07-30 至今)

基金費用

最低認購金額
35,000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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