駿利亨德森資產管理基金-駿利亨德森平衡基金V5月配美元

13.17美元0.17(1.31%)
2021/03/01更新
績效 / 
1月0.84%
3月2.18%
1年13.56%
晨星評等

基本資料

基金公司/總代理人
駿利亨德森證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
美元平衡型股債混合
基金家族
Janus Henderson Investors
公開說明書基準指數
S&P 500 TR USD
晨星組別基準指數
Cat 50%Barclays US Agg TR&50%FTSE Wld TR
基金規模
0.00百萬截至 2021-03-01
年初至今報酬率
0.35%
殖利率
3.77
晨星評等
成立日期
2013-10-04

投資策略

在盡可能保存資本的前提下尋求收益, 以獲取長期的資本增長。本基金主要投資於美國,其中40% - 60% 的資產投資於股票,另外40% - 60% 的資產投資於固定收益證券。

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

  • Wilensky Greg
  • 資歷 1年(2020-02-01 至今)
  • Greg Wilensky, CFA
    Head of U.S. Fixed Income | Portfolio Manager
    Greg Wilensky is Head of U.S. Fixed Income and Portfolio Manager at Janus Henderson Investors, a position he has held since 2020. He is responsible for co-managing the Core Plus and Short Duration strategies and co-manages the fixed income portion of the Balanced strategy, all since 2020. Prior to joining the firm, Mr. Wilensky served as senior vice president, director of the U.S. multi-sector fixed income team and held several director and portfolio manager positions that spanned short duration, inflation-protected fixed income, securitized assets and multi-asset strategies at AllianceBernstein from 1996 to 2019. Prior to that, he was a treasury manager – corporate finance at AT&T Corp. from 1993 to 1996. 
    
    Mr. Wilensky received his bachelor of science degree in business administration from Washington University, graduating magna cum laude. He also earned an MBA with high honors from the University of Chicago. Mr. Wilensky holds the Chartered Financial Analyst designation and has 27 years of financial industry experience.
  • Keough Michael
  • 資歷 1年(2019-12-03 至今)
  • Michael Keough is a Portfolio Manager at Janus Henderson Investors, responsible for co-managing the Core Plus, U.S. Corporate Credit, Intermediate Fixed Income, and Long Duration strategies. Mr. Keough joined Janus as a research analyst in January 2007. Prior to his investment management career, he served as a captain in the United States Air Force working as a defense acquisition officer. 
    
    Mr. Keough received his bachelor of science degree in business management from the United States Air Force Academy, where he was recognized as a Distinguished Graduate in the management department.
  • Buckley Jeremiah
  • 資歷 5年(2015-12-31 至今)
  • Jeremiah Buckley is a Portfolio Manager at Janus Henderson Investors, responsible for co-managing the Growth & Income and Balanced strategies. He also serves as Assistant Portfolio Manager on the Opportunistic Growth strategy. In addition, he is a member of the Janus Henderson proxy voting committee. Mr. Buckley joined Janus in 1998 as a Research Analyst covering the consumer, industrials, financials, media, software and telecommunications sectors. He served 10 years as Janus’ consumer sector lead before transitioning to full-time portfolio management. 
    
    Mr. Buckley earned his bachelor of arts degree in economics from Dartmouth College, graduating Phi Beta Kappa. While there, he received the Class of ’39 scholarship for academic and athletic achievement and the Class of ’48 male scholar-athlete of the year award. He was also selected for the 1998 Academic All-Ivy Hockey Team and served as the men’s hockey captain from 1997 to 1998. Mr. Buckley holds the Chartered Financial Analyst designation.

基金費用

最低認購金額
2,500美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.25%
最高管理費
1.00%
遞延費
-
最高遞延費
3.00%

聯絡資訊

基金投資顧問
駿利亨德森證券投資顧問股份有限公司
聯絡電話
(886) 02 8101-1001
基金顧問地址
台北市信義路五段7 號台北101大樓45樓A-1室
基金顧問網址
zh-tw.janushenderson.com/taiwan/intermediary

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