摩根基金-JPM亞太股票(美元)-C股(累計)

214.18美元2.64(1.25%)
2021/10/19更新
績效 / 
1月1.69%
3月2.12%
1年17.64%
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
亞太區不包括日本股票
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 AC Asia Pac Ex JPN NR USD
基金規模
1,345.37百萬截至 2021-10-18
年初至今報酬率
0.91%
殖利率
0.00
晨星評等
成立日期
2013-09-13

投資策略

主要投資於亞太盆地(不含日本) 之企業,以期提供長期資本增值。

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

  • Wong Alice
  • 資歷 4年(2017-09-29 至今)
  • Cox Oliver
  • 資歷 6年(2016-02-15 至今)
  • Oliver Cox, executive director, is a country specialist for Japan equities and a member of both the Asia Pacific Behavioral Finance Team and Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Tokyo, he joined the Firm in 2007 from Macquarie Securities Japan where he was an equity analyst for three years. Prior to this, he worked with Mitsubishi Electric as a communication manager for a year. Oliver obtained a B.Sc. (Hons) in Psychology from the University of Manchester, UK.
  • Davids Mark
  • 資歷 12年(2009-09-09 至今)
  • Mark Davids, managing director, is a regional specialist for Asia Pacific Behavioural Finance and head of the Team with the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. In 2007, Mark relocated from London to Tokyo to head the Behavioural Finance investment desk in Japan, and subsequently relocated to Hong Kong in 2009 to expand the process into the Asia Pacific Region. Prior to this he was a senior portfolio manager for European equity team within the JPMorgan Asset Management European Equity Group. An employee since 1997, Mark was previously a pan-European investment analyst. Prior to this, he worked at the European Commission. Mark obtained a B.A. (joint Hons) in History and German from the University of Manchester and earned an M.Sc. in International Political Economy from the London School of Economics. He is also a CFA charterholder

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
0.75%
最高管理費
0.75%
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