摩根投資基金-歐洲策略股息基金-JPM歐洲策略股息(美元對沖)-I股(每月派息)

73.99美元2.76(3.88%)
2020/03/25更新
績效 / 
1月28.57%
3月30.72%
1年22.5%
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
美元
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
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晨星組別基準指數
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基金規模
563.76百萬截至 2024-10-31
年初至今報酬率
30.71%
殖利率
-
晨星評等
-
成立日期
2019-03-25

投資策略

暫無投資策略資料

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

  • Butler Ian
  • 資歷 3年(2017-01-31 至今)
  • Ian Butler, Executive Director, has been employed by J.P. Morgan Investment Management Inc. or its affiliates (or one of their predecessors) since 2005. Ian previously worked within several financial institutions as an intern, including Citigroup and Lehman Brothers. Before that, he worked for Grant Thornton Chartered Accountants. Ian obtained a BSc in Business Administration from University of Bath and is a CFA charterholder.
  • Buckingham Thomas
  • 資歷 6年(2014-01-01 至今)
  • Mr. Buckingham, Executive Director, has been employed by J.P. Morgan Investment Management Inc. or its affiliates (or one of their predecessors) since 2007. He obtained a BEng degree in Aerospace Engineering from the University of Surrey. Mr. Buckingham is a CFA charterholder.
  • Barakos Michael
  • 資歷 15年(2005-02-24 至今)
  • Michael Barakos, managing director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 1999, Michael was Head of the Europe Equities Behavioural Finance Team between 2009 and 2016 and co-CIO of the International Equities Behavioural Finance Team between 2017 and 2020. Michael joined the firm as a graduate trainee. He obtained a BSc (Hons) in Economics from the London School of Economics and Political Science and is a CFA charterholder.​

基金費用

最低認購金額
10,000,000美元
申購手續費
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保管費
-
分銷費
-
管理費
-
最高管理費
0.65%
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