駿利亨德森資產管理基金-駿利亨德森美國40基金V2歐元避險

21.82歐元0.15(0.69%)
2021/04/09更新
績效 / 
1月9.94%
3月6.23%
1年57.94%
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
歐元
基金組別
產業股票 - 其他
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Russell 1000 Growth TR USD
基金規模
711.99百萬截至 2021-04-09
年初至今報酬率
6.96%
殖利率
0.00
晨星評等
-
成立日期
2015-10-16

投資策略

本基通過投資於以20至30 種普通股為核心投資,主要在美國投資,尋求長期資本成長。

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

  • Rao A. Douglas
  • 資歷 4年(2017-04-28 至今)
  • Doug Rao is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the Concentrated Growth and Concentrated All Cap Growth strategies since 2013. From 2005 to 2012, he held several positions while working for Marsico Capital, starting as an analyst and moving into a portfolio management role. He began managing the Marsico Flexible Capital strategy in 2007 and co-managing the Marsico Focus and the Marsico Growth strategies in 2010. Prior to his tenure at Marsico Capital, Doug was a senior analyst at Trust Company of the West from 2000 to 2005. Doug received his bachelor of arts degree in history from the University of Virginia and his MBA from the University of California – Los Angeles. He has 21 years of financial industry experience.
  • Schommer Nick
  • 資歷 4年(2017-04-28 至今)
  • Nick Schommer is a Portfolio Manager at Janus Henderson Investors and has managed the Opportunistic Alpha strategy since 2017. He has also co-managed the Concentrated Growth and Concentrated All Cap Growth strategies since 2016. Prior to joining Janus in 2013, Nick spent a year working as an associate portfolio manager at Thornburg Investment Management. Before that, he was a research analyst at Marsico Capital Management for more than four years, leading the coverage of the financial services sector on a global basis. Previous to his investment management career, Nick was a captain in the United States Army and served in Iraq and Kuwait. He was awarded the Bronze Star Medal for exceptionally distinguished service during Operation Iraqi Freedom. Nick received his bachelor of science degree in chemistry from the United States Military Academy at West Point, where he was recognised as a Distinguished Cadet and Phi Kappa Phi. He earned his MBA from the University of California – Los Angeles, Anderson School of Management, where he was a Student Investment Fund Fellow. Nick holds the Chartered Financial Analyst designation and has 12 years of financial industry experience.

基金費用

最低認購金額
2,500歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.25%
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