摩根基金-JPM新興市場股息收益(美元) - A 股(累計)

149.91美元1(0.67%)
2021/05/07更新
績效 / 
1月0.83%
3月0.44%
1年53.72%
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
全球新興市場股票
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 EM NR USD
基金規模
539.73百萬截至 2021-05-07
年初至今報酬率
5.74%
殖利率
0.00
晨星評等
成立日期
2012-12-11

投資策略

透過主要投資於新興市場企業的派息股票證券,以期提供收入,並參與長期資本增值。

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

  • Thong Isaac
  • 資歷 1年(2020-06-17 至今)
  • Isaac Thong, vice president, is a portfolio manager for the Emerging Markets and Asia Pacific (EMAP) Income and Total Emerging Markets strategies within the EMAP Equities team, based in London.Isaac was previously a country specialist for Vietnam and Thailand equities and a member of the ASEAN team within the EMAP Equities team based in Singapore. Isaac joined the Firm in 2013 from Maybank Asset Management where he was a senior investment analyst covering South Asian equities within the commodities space. He began his career in 2009 with ANZ Banking Group as an economic analyst for the Asia ex-Japan region. Isaac obtained a Bachelors of Commerce degree from McGill University and is a CFA Charterholder.
  • Roskell Jeffrey
  • 資歷 5年(2016-07-01 至今)
  • Jeffrey Roskell, managing director, is a regional specialist for Asia Pacific inc-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. He joined the Firm in 1997 as an investment manager with the Global Equities Team (previously known as the Global Portfolios Group) in Hong Kong and then transferred to manage Asia specific portfolios in 2000. He joined the industry in 1992 as a graduate trainee with Prudential Portfolio Managers Limited in London and subsequently specialized in managing portfolios invested in Continental European equities. Jeffrey obtained an M.A. in Economics from Cambridge University and an Investment Management Certificate from the London Business School.
  • Negyal Omar
  • 資歷 8年(2012-12-11 至今)
  • Omar Negyal, executive director, is a portfolio manager within the Emerging Markets and Asia Pacific Equities Team, based in London. An employee since 2012, Omar joined the firm with 14 years of experience in Emerging Markets gained through previous analyst and portfolio management roles at HSBC Global Asset Management, Lansdowne Partners and F&C Asset Management. Omar has an MA, MEng in Chemical Engineering from the University of Cambridge and is a CFA Charterholder.

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
1.50%
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