摩根基金-JPM環球策略債券(美元)-I股perf(每月派息)

90.03美元0.3(0.33%)
2017/10/25更新
績效 / 
1月0.08%
3月0.51%
1年2.91%
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
3.05%
殖利率
4.09
晨星評等
成立日期
2013-04-03

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

  • Gartside Nicholas
  • 資歷 7年(2010-12-01 至今)
  • Nicholas J. Gartside, CFA, managing director, is the International Chief Investment Officer of our Global Fixed Income, Currency and Commodities (GFICC) group. In addition, he is the co-manager of our multi-sector fixed income products and serves on the Currency Investment Policy Committee (CIPC). Prior to joining the firm in 2010, Nick was at Schroder Investment Management for eight years, initially as a euro government bond portfolio manager. In 2007, he moved to the global bond team as a global government bond portfolio manager and most recently served as the Head of Global Fixed Income. His previous roles were at Mercury Asset Management/Merrill Lynch Investment Managers. Nick earned a B.A. in History and Politics from Durham University and an M.Phil. in International Relations from Cambridge University. Nick is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.
  • Stealey Iain
  • 資歷 7年(2010-06-03 至今)
  • Iain Stealey, Managing Director, is the head of global aggregate strategies within the global fixed income, currency & commodities group at J.P. Morgan Investment Management Inc. Based in London, Mr. Stealey is a portfolio manager focusing on multi-sector bond strategies for both segregated clients and pooled funds. Within the global aggregate team, Mr. Stealey was previously responsible for the portfolio management of enhanced cash and short duration portfolios. Mr. Stealey is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.
  • Michele Robert
  • 資歷 7年(2010-06-03 至今)
  • Robert Michele, CFA, managing director, is the Chief Investment Officer of the Global Fixed Income, Currency and Commodities (GFICC) group. Based in New York, Bob directs the global investment process and oversees the portfolio management and research functions. Prior to joining the firm in 2008, Bob was at Schroder Investment Management for ten years, most recently serving as the global head of fixed income. He also previously served as the head of Schroder’s U.S. Fixed Income Group, based in New York. Bob was at BlackRock from 1995 to 1998, responsible for managing core bond portfolios and d

基金費用

最低認購金額
10,000,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
0.50%
最高管理費
0.50%
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