摩根基金-JPM美國全方位股票 (澳幣對沖) - A股(累計)

16.44澳幣0.24(1.48%)
2022/08/08更新
績效 / 
1月8.02%
3月1.67%
1年9.07%
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
Russell 3000 TR USD
基金規模
3,383.11百萬截至 2022-08-05
年初至今報酬率
13.15%
殖利率
0.00
晨星評等
-
成立日期
2017-07-20

投資策略

主要投資於各種市值規模之美國公司投資組合,以期提供長期資本增值。

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各種規模之公司權益證券。

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

  • Parton Timothy
  • 資歷 8年(2014-02-28 至今)
  • Timothy Parton, managing director of J.P. Morgan Investment Management Inc. (J.P. Morgan), is a portfolio manager within the U.S. Equity Group. An employee since 1986, Tim has managed a variety of Small and Mid-Cap portfolios over his tenure. Tim has been managing the J.P. Morgan Mid Cap Growth Strategy since November 2001 and the J.P. Morgan Growth Advantage Strategy since its inception in September 2005. In addition, Tim is a co-portfolio manager on the J.P. Morgan Equity Focus Strategy and J.P. Morgan Mid Cap Equity Strategy. Tim holds a B.Sc. in Economics and Accounting from the University of Bristol in England. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.
  • Simon Jonathan
  • 資歷 8年(2014-02-28 至今)
  • Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management.

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