駿利亨德森遠見基金-全球永續股票基金 IU2 美元

20.02美元0.13(0.65%)
2024/11/05更新
績效 / 
1月0.65%
3月7.06%
1年28.01%
晨星評等
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基本資料

基金公司/總代理人
駿利亨德森證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球大型增長型股票
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Growth TME NR USD
基金規模
1,449.16百萬截至 2024-09-30
年初至今報酬率
14.40%
殖利率
0.00
晨星評等
-
成立日期
2019-05-29

投資策略

基⾦旨在透過投資於投資經理認為其產品及服務為環境或社會帶來正⾯轉變,⽽且對可持續環球經濟發展具影響⼒的公司,以提供⻑期資本增⻑。基⾦可將其最多10% 的淨資產投資於特殊⽬的收購公司。

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

  • Scully Aaron
  • 資歷 4年(2020-07-01 至今)
  • Aaron Scully is a Portfolio Manager on the Global Equity SRI Team at Janus Henderson Investors, a position he has held since 2019. From 2017, he was an assistant portfolio manager and was a research analyst from 2009 to 2019 focused on the real estate, infrastructure, and financial sectors. Aaron joined Janus in 2001 as a corporate financial analyst, became a research associate in 2004 and was promoted to junior equity analyst in 2007. Prior to that, he worked as a financial analyst in the financial development program at Cardinal Health. Aaron received his bachelor of science degree in finance from Indiana University. He holds the Chartered Financial Analyst designation and has 21 years of financial industry experience.
  • Chamberlayne Hamish
  • 資歷 5年(2019-05-29 至今)
  • "Hamish Chamberlayne is Head of SRI at Janus Henderson Investors. He is also Portfolio Manager of the Janus Henderson Global Sustainable Equity and Institutional Global Responsible Managed strategies, a role he has had since 2012. Hamish joined Henderson in 2011 from Gartmore, where he was an equity analyst with the global equity team. Prior to this, from 2004 to 2007 he worked as a senior auditor at PricewaterhouseCoopers, where he covered a variety of sectors, including energy, technology, and communications. He began his career at Burlington Consultants in 2003 performing commercial due diligence on businesses identified as acquisition targets by private equity houses. 
    
    Hamish graduated with a master’s degree in chemistry from New College, Oxford University. He holds the Chartered Financial Analyst designation and is a qualified accountant. He has 16 years of financial industry experience."

基金費用

最低認購金額
1,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
駿利亨德森證券投資顧問股份有限公司
聯絡電話
(886) 02 8101-1001
基金顧問地址
台北市信義路五段7 號台北101大樓45樓A-1室
基金顧問網址
zh-tw.janushenderson.com/taiwan/intermediary