先機全球新興市場基金C2類累積股(美元)停止銷售

16.79美元0.05(0.32%)
2025/12/02更新
績效 / 
1月0.59%
3月10.15%
1年20.19%
晨星評等
-

基本資料

基金公司/總代理人
富盛證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
全球新興市場股票
基金家族
Jupiter Asset Management (Europe) Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar EM TME NR USD
基金規模
20.79百萬截至 2025-11-28
年初至今報酬率
22.40%
殖利率
0.00
晨星評等
-
成立日期
2016-12-16

投資策略

先機全球新興市場基金係透過投資於由新興市場地區之發行人或由設立於新興市場地區以外但多數資產或業務營運係位於新興市場地區之發行人所發行之股權證券組成之多元化投資組合,以尋求達成資產增值之目標。該等股權證券係於全球受規範市場上市、買賣或交易。其不擬集中投資於任一產業或類別。

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

  • Randhawa Tarlock
  • 資歷 0年(2025-06-02 至今)
  • Tarlock is an Investment Manager at Jupiter, and was managing partner of Origin Asset Management. Before joining Origin in 2005, Tarlock worked at Investec Asset Management where he was one
    of the architects of the company’s investment process and was a member of the Global Equity team. He also managed a number of charitable foundation portfolios. Prior to joining Investec, he trained as a general insurance actuary with PwC.
  • Carter Chris
  • 資歷 0年(2025-06-02 至今)
  • Chris is an Investment Manager at Jupiter and was a founding partner of Origin Asset Management in 2004. Chris was previously a senior investment manager at Investec Asset Management, where he was one of the architects of the company’s investment process and managed global equity and balanced portfolios. Prior to joining Investec, he was head of the Global Investment Strategy team at UBS. Chris has also held senior global equity portfolio management positions at CIGNA International and at Worldinvest (now New Star). Chris is a graduate of Gonville & Caius College, Cambridge, with an MA Honours Degree in Economics and Philosophy.
  • Weir Nerys
  • 資歷 0年(2025-06-02 至今)
  • Nerys is an Investment Manager at Jupiter, and was a portfolio manager at Origin Asset Management. Nerys returned to Origin after a three-year gap in July 2019. Prior to that, she had been with the firm between 2008 and 2016 and prior to joining Origin, Nerys worked at Investec Asset Management where she was a member of the Global Equity team. Before this, Nerys was an Analyst at Client Knowledge, a financial market research and consultancy company.
    Nerys is a graduate of Leicester University with a BA Honours Degree in Ancient History & Archaeology.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
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
富盛證券投資顧問股份有限公司
聯絡電話
(02)2728-3222
基金顧問地址
台北市信義區松德路171號9樓及 9樓之一
基金顧問網址
www.cgsice.com