摩根基金-JPM環球策略債券(美元)-A股(累計)

116.04美元0.1(0.09%)
2021/10/27更新
績效 / 
1月0.51%
3月0.08%
1年2.71%
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
全球債券 - 靈活策略 - 美元對沖
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
BBgBarc Global Aggregate TR Hdg USD
基金規模
2,405.16百萬截至 2021-10-26
年初至今報酬率
0.02%
殖利率
0.00
晨星評等
成立日期
2015-07-06

投資策略

發掘債券及貨幣市場之投資機會,適時運用衍生性金融工具,期取得超過指標(benchmark) 之報酬。

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

  • Headley Andrew
  • 資歷 1年(2020-07-01 至今)
  • Andrew Headley, managing director, is the Head of Securitized strategies within the Global Fixed Income, Currency & Commodities (GFICC) group and is a portfolio manager for several multi-sector fixed income strategies. Based in New York, he is responsible for overseeing management of dedicated strategies focused on agency & non-agency mortgage-backed securities, commercial mortgage-backed securities, and asset-backed securities as well as the development and implementation of securitized strategies for multi-sector portfolios.  An employee since 2005, Drew previously worked as a portfolio manager at Bear Stearns Asset Management, overseeing the securitized sectors for the core fixed income strategies.  Prior to this, Drew was a portfolio manager at Fischer Francis Trees & Watts (a subsidiary of BNP Paribas Asset Management) for eleven years, specializing in mortgage and broad market portfolios.  Drew holds a B.S. summa cum laude in economics from the Wharton School of the University of Pennsylvania and is a CFA charterholder.
  • Hutz Jeff
  • 資歷 1年(2020-07-01 至今)
  • Jeff Hutz, managing director, is a credit analyst within the Global High Yield team, responsible for analyzing and selecting high yield bonds in the consumer products and technology sectors as well as convertible securities.  Prior to joining the firm in 2004, Jeff was at 40|86 Advisors for five years, most recently serving as a senior analyst.  Previously, he spent two years as a design engineer with Onkyo America Inc., the U.S. division of a Japanese electronics company. Jeff holds a B.S. in electrical engineering and an M.B.A. from Washington University in St. Louis. He is a member of the CFA Society of Indianapolis and a CFA charterholder.
  • Coleman Lisa
  • 資歷 1年(2020-07-01 至今)
  • Lisa Coleman, managing director, is the head of the Global Investment Grade Corporate Credit team in the Global Fixed Income, Currency & Commodities (GFICC) group. Prior to joining the firm in 2008, Lisa was at Schroders Investment Management for eight years, serving as the head of Global Credit Strategies and the head of European Fixed Income. Previously, she was at Allmerica Financial for six years, managing core and corporate bond portfolios.  Before this, Lisa was Deputy Manager of Global Fixed Income at Brown Brothers Harriman for five years, managing corporate bond, asset-backed security, mortgage-backed security and government bond portfolios.  Prior Brown Brothers Harriman, Lisa worked at Merrill Lynch in foreign exchange sales and at Travelers Insurance Company as an analyst and portfolio manager. Lisa began her career at the Federal Reserve Bank of New York, holding roles in the foreign exchange and foreign relations departments.  Lisa holds a B.A. in economics from Trinity College, Hartford, Connecticut and a M.A. in international banking and finance from the School of International and Public Affairs at Columbia University, New York.  In addition, she is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.

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
-
管理費
1.20%
最高管理費
1.20%
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