摩根投資基金-JPM多重收益(澳幣對沖)-A股(利率入息)

9.81澳幣0.02(0.2%)
2022/08/15更新
績效 / 
1月5.43%
3月1.18%
1年7.39%
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
澳幣
基金組別
其他股債混合
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
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR
基金規模
30,759.94百萬截至 2022-08-12
年初至今報酬率
8.54%
殖利率
5.59
晨星評等
-
成立日期
2013-03-28

投資策略

期提供固定收益,主要投資於全球收益證券,亦透過金融衍生性工具輔助達到本基金投資目標。

本基金主要投資於固定及浮動利率債券、權益證券、權益連結證券、及不動產投資信託。子資金主要資產(扣除現金及約當現金)將投資於固定及浮動利率債券。債券發行者將分布各個國家,並包含新興市場。

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

  • Herbert Gerhardt (Gary)
  • 資歷 1年(2021-03-01 至今)
  • Mr. Herbert has been an employee of JPMIM and the Head of GTAA and Diversified Strategies in the U.S for MAS since 2020Gary is a portfolio manager and head of global credit. Gary joined Brandywine Global in March 2010, bringing with him over 20 years of high yield experience. Previously, Gary was a Managing Director, Portfolio Manager with Guggenheim Partners, LLC (2009-2010); a Managing Director, Portfolio Manager with Dreman Value Management, LLC (2007-2009); and an Executive Director, Portfolio Manager (1999-2007) and Associate (1994-1998) with Morgan Stanley Investment Management.
  • Bernbaum Eric
  • 資歷 5年(2017-06-08 至今)
  • Eric J. Bernbaum, Executive Director, CFA, is a portfolio manager within JPMorgan’s Multi-Asset Solutions Group and has responsibility for portfolio construction and the implementation of tactical asset allocations across JPMorgan’s Multi-Asset Solutions Group. Mr. Bernbaum joined JPMorgan in 2008. Eric holds a B.S. in Applied Economics and Management with a concentration in Business and Finance from Cornell University.
  • Schoenhaut Michael
  • 資歷 14年(2008-12-11 至今)
  • Michael Schoenhaut, managing director, is a portfolio manager on JPMAM's Multi-Asset Solutions team, based in New York. Michael is responsible for a global suite of multi-asset income strategies and is lead portfolio manager across the funds. He focuses on asset allocation, portfolio construction, manager selection and risk management. He was previously a member of the SmartRetirement port-folio management team which was awarded the 2014 Morningstar U.S. Allocation Fund Manager of the Year for their efforts. An employee since 1997, Michael has held other positions within Multi-Asset Solutions, including portfolio manager for GTAA and balanced strategies and head of quantita-tive portfolio management. Michael earned a Bachelor of Science in Operations Research and In-dustrial Engineering from Cornell University and is a CFA charterholder.

基金費用

最低認購金額
35,000澳幣
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.25%
最高管理費
1.25%
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