摩根基金-JPM美國複合收益債券 (澳幣對沖) - A股(累計)

11.17澳幣0.02(0.18%)
2021/05/14更新
績效 / 
1月0.09%
3月1.41%
1年0.63%
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
其他債券
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 US Agg Bond TR USD
基金規模
5,712.73百萬截至 2021-05-14
年初至今報酬率
2.36%
殖利率
0.00
晨星評等
-
成立日期
2017-07-20

投資策略

透過主要投資於以美元為貨幣單位之定息及浮息證券,以中度風險提供回報,發行者的註冊辦事處位於美國或其大部份經濟活動於美國進行。

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

  • Rucker Justin
  • 資歷 2年(2019-03-28 至今)
  • Justin Rucker, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Justin is a portfolio manager for the U.S. Value Driven team and is responsible for managing Long Duration & Core Bond institutional taxable bond portfolios and fund vehicles. Justin is responsible for long duration strategies with benchmarks that span the range from actively managed to custom liability-based across a broad spectrum of fixed income sectors. An employee since 2006, Justin most recently was a member of the Mid Institutional Portfolio Management team specializing in structured product sectors & managing Core Bond portfolios. He also spent three years in the client portfolio management group for Global Fixed Income & three years as an Internal Client Advisor for JPMorgan Mutual Funds. Prior to joining the firm, Justin worked the trade desk for Open E Cry, LLC, a brokerage firm specializing in Futures and FX trading. Justin holds a B.S. in finance from the University of Dayton, an M.B.A. from Capital University, and is a CFA charterholder.
  • Figuly Richard
  • 資歷 4年(2016-11-22 至今)
  • Managing Director, became part of the team responsible for management of the Fund in September 2015. An employee of JPMIM or predecessor firms since 1993, Mr. Figuly is a member of the GFICC group and a portfolio manager for the U.S. Value Driven team and is responsible for managing certain J.P. Morgan Funds and institutional taxable bond portfolios.

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
0.90%
最高管理費
0.90%
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