摩根基金-JPM歐洲動力(澳幣對沖)-A股(累計)

17.70澳幣0.17(0.95%)
2021/07/27更新
績效 / 
1月1.3%
3月4.38%
1年32.57%
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
產業股票 - 其他
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 NR EUR
基金規模
1,316.78百萬截至 2021-07-26
年初至今報酬率
18.27%
殖利率
0.00
晨星評等
-
成立日期
2013-11-22

投資策略

主要投資於歐洲股票,以期盡量提高長期資本增值。

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

  • Crawford Blake
  • 資歷 2年(2019-04-01 至今)
  • Blake Crawford, CFA, is a portfolio manager within the Unconstrained portfolios sub-team of the J.P. Morgan Asset Management International Equity Group — Behavioural Finance Team. Mr. Crawford has been employed by JPMIM or its affiliates (or one of their predecessors) since 2008. Blake previously worked at Man Investments. Prior to that, he worked as a financial regulatory accountant at Wachovia and before that, he worked in financial institutions support at Barclays Capital. Blake obtained a BSc in Economics from the University of Bath. Blake is a CFA charterholder.
  • Ingram Jonathan
  • 資歷 14年(2007-03-01 至今)
  • Jon Ingram has been employed by JPMIM or its affiliates (or one of their predecessors) since 2000. Prior to this, he was a quantitative investment analyst in the currency group. He obtained an M.Eng(Hons) in Natural Sciences (Metallurgy) from Oxford University. He is a CFA charterholder.
  • Baker John
  • 資歷 16年(2005-02-01 至今)
  • John Baker has been employed by JPMIM or its affiliates (or one of their predecessors) since 1994, as an assistant on the UK retail funds desk, now integrated into the European Equity Group. John obtained a BA from University College Cork, Ireland. He is an Associate of the Institute of Investment Management & Research.

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
1.50%
最高管理費
1.50%
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