摩根基金-JPM環球政府債券(澳幣對沖) - A 股(累計)

10.00澳幣0.01(0.1%)
2024/05/20更新
績效 / 
1月1.01%
3月0.4%
1年0%
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
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
Morningstar Gbl Core Bd GR Hdg EUR
基金規模
3,429.83百萬截至 2024-05-17
年初至今報酬率
1.38%
殖利率
0.00
晨星評等
-
成立日期
2017-12-01

投資策略

透過主要投資於環球政府債務證券,以期取得與基準指數相若的回報。

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

  • Wall Nicholas
  • 資歷 2年(2022-01-27 至今)
  • Nicholas joined Merian as a fixed income portfolio manager in July 2016. Prior to joining the business, Nicholas worked as a fund manager in the global macro team at Invesco Asset Management, from 2007. He is a CFA charterholder and has an economics degree from the University of York.
  • Stealey Iain
  • 資歷 4年(2020-06-17 至今)
  • Iain Stealey, CFA, Managing Director, is the International Chief Investment Officer and head of Global Aggregate Strategies within the Global Fixed Income, Currency and Commodities (GFICC) group. Based in London, he is a portfolio manager focusing on multi-sector bond strategies for both segregated clients and pooled funds. Within the Global Aggregate team, Iain was previously responsible for the portfolio management of enhanced cash and short duration portfolios. An employee since 2002, he obtained a B.Sc. in Management Science from Loughborough University.
  • Mac Góráin Séamus
  • 資歷 6年(2018-04-06 至今)

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
0.40%
最高管理費
0.40%
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