摩根投資基金-JPM美國智選 (澳幣對沖) - A股(累計)

16.36澳幣0.13(0.8%)
2021/02/19更新
績效 / 
1月1.24%
3月6.84%
1年17.47%
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
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
S&P 500 NR USD
晨星組別基準指數
Russell 1000 TR USD
基金規模
0.00百萬截至 2021-02-23
年初至今報酬率
2.77%
殖利率
0.00
晨星評等
-
成立日期
2017-07-20

投資策略

透過主要投資於美國企業,以達到超越美國股票市場之報酬。

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美國或於美國從事其大部分經濟活動之公司股票,子基金所採用之投資流程係以專門產業分析師所組成之研究團隊對公司及其未來營收與現金流所做之基本面分析為基礎。

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

  • Lee Steven
  • 資歷 2年(2019-03-28 至今)
  • Steven G. Lee, Managing Director, is a portfolio manager on the US Disciplined Equity Team and the lead portfolio manager for the Research 130/30 and Disciplined Equity strategies since February 2017. Additionally, he has been the lead portfolio manager for the Research Market Neutral and Research Long/Short strategies since January 2014. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen&Hamilton and as an engineer with Ford Motor Company. 
    
    Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in economics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan.
  • Davis Scott
  • 資歷 5年(2016-07-21 至今)
  • Mr. Davis has been an employee of J.P. Morgan Investment Management Inc. since 2006 and has been a portfolio manager since 2013. Previously, he was an analyst in the U.S. Equity Research Group.

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