摩根投資基金-JPM歐洲策略股息(美元對沖)-A股(累計)

173.65美元0.02(0.01%)
2021/05/17更新
績效 / 
1月1.53%
3月10.03%
1年39.53%
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
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 High Div Yld NR EUR
基金規模
889.59百萬截至 2021-05-14
年初至今報酬率
15.69%
殖利率
0.00
晨星評等
-
成立日期
2014-09-12

投資策略

透過主要投資於歐洲企業之高股息股票,以期取得長期報酬。

子基金之資產(不包括現金及現金等價物)至少67%將投資於註冊地位於歐洲國家或於歐洲國家從事其大部分經濟活動之公司(包括小型資本企業)之高股息股票。

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

  • Butler Ian
  • 資歷 4年(2017-01-31 至今)
  • Ian Butler, Executive Director, has been employed by J.P. Morgan Investment Management Inc. or its affiliates (or one of their predecessors) since 2005. Ian previously worked within several financial institutions as an intern, including Citigroup and Lehman Brothers. Before that, he worked for Grant Thornton Chartered Accountants. Ian obtained a BSc in Business Administration from University of Bath and is a CFA charterholder.
  • Buckingham Thomas
  • 資歷 7年(2014-01-01 至今)
  • Mr. Buckingham, Executive Director, has been employed by J.P. Morgan Investment Management Inc. or its affiliates (or one of their predecessors) since 2007. He obtained a BEng degree in Aerospace Engineering from the University of Surrey. Mr. Buckingham is a CFA charterholder.
  • Barakos Michael
  • 資歷 16年(2005-02-24 至今)
  • Michael Barakos, Managing Director, has been employed by J.P. Morgan Investment Management Inc. or its affiliates (or one of their predecessors) since 1999. He obtained a BSc (Hons) in Economics and Political Science from the London School of Economics and is a CFA charterholder.

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