摩根基金-JPM日本股票 (澳幣對沖) - A股(累計)

17.44澳幣0.2(1.13%)
2021/06/17更新
績效 / 
1月6.99%
3月1.75%
1年27.11%
晨星評等
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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
TOPIX TR JPY
基金規模
5,821.83百萬截至 2021-06-16
年初至今報酬率
0.17%
殖利率
0.00
晨星評等
-
成立日期
2017-07-18

投資策略

本基金透過主要投資於日本之企業,以提供長期資本增值。

子基金之總資産(不包括現金及現金等價物)至少67%將投資于根據日本法律注冊成立及與日本擁有辦事處, 或即使于其他地區上市位于日本從事其大部分經濟活動之小型公司之股票及股票相關證券.

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

  • Weindling Nicholas
  • 資歷 6年(2015-09-01 至今)
  • Nicholas Weindling, managing director, is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Tokyo. Nicholas joined the Firm in 2006 from Baillie Gifford in Edinburgh, where he worked initially as a UK large cap analyst and latterly as a Japanese equities investment manager. Nicholas obtained a B.A. (Hons) in History from Cambridge University.
  • Mizusawa Shoichi
  • 資歷 6年(2015-09-01 至今)
  • Shoichi Mizusawa, managing director, is a country specialist for Japan equities and head of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Japan, he leads the Japan-dedicated equity portfolio management teams in Hong Kong and Tokyo. Shoichi joined the Firm in 1997 as a marketing manager responsible for Japan pension funds. He transferred to the Japan Portfolio Group in 2000 and took up his current role in 2010. Prior to joining the Firm, Shoichi spent four years with Postipankki as the Tokyo representative in capital markets. He began his career with Mitsubishi Motors Corporation in 1989. Shoichi obtained a B.A. in Political Science and Economics from Waseda University and an M.B.A. from Simon Fraser University.
  • Urabe Miyako
  • 資歷 6年(2015-09-01 至今)
  • Miyako Urabe, vice president, is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Tokyo. Miyako joined the Firm in 2013 from Credit Suisse Securities equity sales desk in Tokyo as an Asia ex-Japan specialist. She started her career at Morgan Stanley MUFG Securities covering both Japan and Asia ex-Japan. Miyako obtained a Bachelor Degree in Economics from Keio University, Japan.

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
-
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