摩根東協基金 - 摩根東協(澳幣對沖)(累計)

12.89澳幣0(0%)
2021/09/15更新
績效 / 
1月4.12%
3月1.68%
1年23.59%
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
香港
計價幣別
澳幣
基金組別
產業股票 - 其他
基金家族
JPMorgan Funds (Asia) Limited
公開說明書基準指數
-
晨星組別基準指數
FTSE AW Asean TR USD
基金規模
1,926.51百萬截至 2021-08-31
年初至今報酬率
4.29%
殖利率
0.00
晨星評等
-
成立日期
2012-12-28

投資策略

主要投資於在東南亞國家協會之其中一個或多個成

員國擁有其大部分資產,或其大部分盈利來自該等

成員國之證券,以提供長期資本增值。

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

  • Loh Desmond
  • 資歷 2年(2019-06-03 至今)
  • Desmond Loh, executive director, is a regional specialist for Asia Pacific ex-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Singapore. He joined the JP Morgan in 2012 after spending five years at Eastspring Investments where he was a portfolio manager specializing in Singapore and Vietnam equities. He began his career in 2004 with APS Asset Management where he was a senior investment analyst for three years. Desmond obtained a Bachelor of Engineering from Imperial College London, an M.Sc. in Financial Engineering from the National University of Singapore and an M.Sc. in Wealth Management from the Singapore Management University. He is also a CFA charterholder.
  • Neo Stacey
  • 資歷 2年(2019-06-03 至今)
  • Stacey Neo, executive director, is a country specialist for Malaysian and Singaporean equities and a member of the ASEAN Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Singapore, she joined the Firm in 2012 from Bank of America Merrill Lynch where she was vice president with the Institutional Equity Sales specializing in ASEAN sales. Prior to that, Stacey worked with ING Bank as director responsible for investment banking/corporate finance advisory of cross-border M&A transactions. She began her career with PricewaterhouseCoopers in 1996. Stacey obtained a Degree in Bachelor of Accountancy from Nanyang Technological University. She is also a CFA charterholder and Certified Public Accountant.
  • Ong Changqi
  • 資歷 8年(2013-04-01 至今)
  • Chang Qi Ong, vice president, is a country specialist for Philippines and Vietnam equities and a member of the ASEAN Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Singapore, he joined the Firm in 2011 from Temasek Holdings. Chang Qi spent his first year with Temasek in the private equity space focusing on infrastructure and industrial sectors in Asia before being seconded to Seatown Holdings, a multi-asset investment holding company wholly-owned by Temasek. As an investment analyst, he spent two years evaluating investment opportunities across asset classes including equities, credit and distressed debt. Chang Qi obtained a B.Sc. in Economics (Summa cum laude) from the Singapore Management University.

基金費用

最低認購金額
2,000澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
2.50%
遞延費
-
最高遞延費
-

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