摩根基金-JPM歐洲小型企業(美元)-A股(累計)

258.08美元4.09(1.56%)
2021/06/18更新
績效 / 
1月1.08%
3月7.04%
1年56.15%
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
歐洲小型股票
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 Europe Small Cap NR EUR
基金規模
886.00百萬截至 2021-06-17
年初至今報酬率
11.35%
殖利率
0.00
晨星評等
成立日期
2013-10-29

投資策略

透過主要投資於歐洲之小型企業,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

  • Greaves Edward
  • 資歷 3年(2018-02-28 至今)
  • Brittain Georgina
  • 資歷 14年(2007-11-01 至今)
  • Georgina Brittain, managing director, is a senior portfolio manager for small and mid cap funds within the J.P. Morgan Asset Management European Equity Group. She is the fund manager for the JPM Life UK Small Cap Fund, the JPM UK Smaller Companies Fund, the JPMorgan Smaller Companies Investment Trust and co-manager for the JPMorgan Mid Cap Investment Trust. She is also a co-manager for our range of European small cap funds. An employee since 1995, Georgina was previously an analyst in the UK research department. Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.
  • Conte Francesco
  • 資歷 23年(1998-11-01 至今)
  • Francesco Conte, managing director, is a senior portfolio manager for European smaller companies funds within the JPMorgan Asset Management European Equity Group. An employee since 1998, Francesco was previously the lead analyst in the Italian Equities Team at Schroder Securities. Prior to this, he worked at Ermgassen & Co., a specialist M&A boutique specialising in cross-border alliances. Francesco obtained a BSc in Economics & Development from the London School of Economics.

基金費用

最低認購金額
28,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
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